The platform financial advisors use to earn trust before the first meeting, show up on Google and book more first meetings.
Every check, everywhere careful clients look
AI assistantsAssistants can tell what you offer
Your listings send people to you
Your site loads fast on a phone
A page for each thing you offer
Your name, phone and address match everywhere
Reviews get a reply
Financial advisor SEO that gets your firm found on Google and named in AI answers
Google search and Maps
Show up when clients search nearby
What people ask before they trust someone with their savings
They search, then read: how you're paid, who you work with, and how you'd help.
“how much does a financial advisor cost”
“Can you recommend a fee-only financial planner in Raleigh who works with teachers?”
Asked ChatGPT“Insurance agencies in Tulsa, OK · Open now”
“fiduciary financial advisor near me”
“I'm 58 in Phoenix with a 401(k) rollover to decide on. What kind of advisor should I look for?”
Asked Claude“retirement planning help near me”
“Financial advisors in Richmond, VA”
Searched the BBB“flat fee financial planner”
“Which independent insurance agencies in Milwaukee write both home and auto?”
Asked ChatGPT“term life insurance agent”
“Financial planning in Spokane, WA”
“financial planner for small business owners”
“financial advisor near me”
“fee only financial planner”
“retirement planning”
“wealth management firm”
“insurance agency near me”
“life insurance agent”
Give your advisory firm what the national wealth brands have
Most clients look you up on their phone. That’s why your new site is made for it first.
Get found on Google with a page for each service you offer.
Fix your listings, in words your compliance team can check first.
Financial advisor websites for every kind of advisory and insurance firm
Whatever you specialize in, your report, your website and your listings are set up for the work you do.
Independent financial advisors
Registered investment advisers, hybrid advisors, fee-only and fee-based practices
Wealth managers
Investment management with tax and estate coordination
Financial planners
Retirement plans, college savings, one-off planning projects
Retirement and income planners
Social Security timing, pensions, rollovers
Insurance agencies
Home, auto, business and life, independent or captive
Life and health insurance agents
Life insurance, Medicare plans, disability, long-term care
See the difference
Your reportExample advisory firm
One score, and every fix that moves it
Learn more- place your clients look, checked
- place your clients look, checked
- points, in plain words
- points, in plain words
Larkspur Hollow WealthClients are missing you
Google listing links to your site+9
- A page for each service you offer+14
Yelp links home+8
- Assistants can read what you do+12
Your websiteExample advisory firm
A new site that names every service
Learn more- to see your new site
- to see your new site
- page for each service
- page for each service
BeforeWith Daylight
Your listingsExample advisory firm
Profiles that send clients to you
Learn more- listing we find, checked
- listing we find, checked
- to paste, written for you
- to paste, written for you
LHLarkspur Hollow Wealth Google listingBeforeAfter
- WebsiteNot linkedlarkspurhollowwealth.com
- CategoryFinancial institutionFinancial planner
- ServicesNot listedRetirement · Tax-aware planning
- Description“Personalized strategies for…”Your own words, rewritten
AI answersExample advisory firm
Named when clients ask ChatGPT
Learn more- report asks ChatGPT about you
- report asks ChatGPT about you
- to see what it says
- to see what it says
Asked ChatGPT
Is there a fee-only financial planner in Boise who helps with retirement planning?
Here are three options:
- 1.A advisory firm nearby
- 2.Another one in town
- 3.A national chain
Before: your advisory firm isn’t mentioned
3 beliefs that guide us
The Daylight team
We believe you should see it before you pay.
Your report and a preview of your new site come first, free. You pay only if you go ahead.
We believe your website should sound like you.
People choose who to trust by how they feel reading about you, so we write from your own words, not stock phrases.
We believe nothing should go live without you.
It's your business and your name. Every change waits for your approval.
Free report, no card
You approve everything
Cancel whenever you like
Enquiries come straight to you
Your questions, answered.
A free report first: where your firm shows up when people near you search for a financial advisor or planner, on Google, Maps and ChatGPT, and how nearby firms compare. Then a website with a page for each service you offer, a complete Google listing, and a check every month.
We only say what your firm has published: no performance figures, no promises, no designations your firm doesn't list, and your disclosures as you publish them. Daylight doesn't give compliance or financial advice, and nothing goes live until you approve it, so your compliance officer can review every page first.
That's your firm's decision, under your own compliance policy. If you do, Daylight gives you a simple review link and card to share. It never writes, buys or answers reviews.
Yes. An agency gets a page for each line it writes, such as home, auto, business or life, and for the towns it serves, with the carriers named only as you list them yourself.
Some do, especially before a first meeting, so your site should state your registration plainly and match what they find there. We use the firm and advisor details you've published, and link to those records where you already do.
Your report and website preview are free. Then it's $5 for your first month and $39 a month after that, with no contract.