Here is what your clients will do when looking for a Financial Planner in 2026:

1 They Search on Google

The first thing a serious client is going to do is their own homework using Google to search for phrases like “Financial Planner Near Me’ or “Financial Planner in Austin, Texas” or other similar phrases. These keywords need to be optimized properly on your Website in order for clients to find you easily in your area.

2 They Read Your Reviews

The next thing a client is going to do is carefully read your Google Reviews. A serious client is going to take the time to read numerous reviews, the good and the bad. This is why it is crucial that you constantly focus on getting more clients to leave you a Review and especially that your clients explain the whole experiences with you as much as possible - because other potential clients will absolutely read every word written if they are serious about hiring a Financial Planner.

3 They Visit Your Website

After a potential client finds your Google Reviews, they are going to jump straight to your website. A potential client is very unlikely to simply call your office. They will do more research by visiting the main pages of your website: Home, About Services, and Contact. Your website is the best place a good impression of your firm, with the best photos of you, your office, and your process.

4 They Read your About Page

Most visitors to your website are going to skip straight to your About page. This is where you need to explain a lot about you, the business owner and financial planner, with a photo of you, your office, your team, and more information about your background. It should not just be professional information, but personal information such as where you grew up, where you went to school, where you have lived, and where you live today, as well as a little about your family, your hobbies, and other interests. The more personal you can make this, the better you will connect with potential clients. And in 2026, people want to know more about who they are going to work with than they would have in the past.

5 They Review your Services

Everyone wants to find someone “Like Them,” and your website is an opportunity to explain that you understand where they are coming from. Most of your clients will not understand the services, terminology and language of the industry. They just want to know you can help “them” specifically, based on your location and whether you specialize in financial planning services that meet their personal needs.

6 They Inquire for More Information

The final and most ideal result is that a client fills out the form on your Contact page. We want to capture their name, email, phone number, and physical address as well as encourage them to explain more about what they’re looking for. From there, you follow up with the potential client for a Consultation in person or by phone. A lead coming from Google is often times a very, very serious lead, more than any other marketing tool.

Our SEO & Website Design team takes care of each of these items to optimize everything each Month on Google and your Website to help more clients find your firm online.

The two most important things you must have are:

• A publicly-listed address on Google. It cannot be a PO Box or virtual office. It must be a professional office location.

• The willingness to continue asking clients to leave reviews on Google. Again, clients take these very seriously and it is an important part of SEO Optimization.

To see if we have a spot available in your region, you can get on our waitlist and we will follow up by email with next steps.