M6Mediumrequired for this type
platform-vertical fit (B2B has LinkedIn; visual product has Instagram)
Fix: Open/prioritize the platform your buyers use.
Social media · weight 2
The marketing audit for financial advisors
Every draft approved before it ships.
An advisory practice needs to be findable by name, reachable through a form that works, and reachable by email that does not land in spam. EchoPilot checks the brand-name search, the contact form, the email domain's SPF, DKIM and DMARC records, whether the firm uses its own domain for email, the positioning line across site and profiles, and how reviews are answered.
Every piece of content EchoPilot produces for an advisory practice is an approval-gated draft: posts and review replies are written from the audit's findings and wait until a person at the firm has read and approved them. EchoPilot makes no assessment of financial-promotion or supervisory rules; the firm's own review process applies to every draft before it is published.
What we check for financial advisors
8 of the 86 rules, read from the rule set for the b2b_services business type. Each shows its severity and links to its category in the knowledge base, where every rule is listed with its source and fix.
E3Mediumboosted for this type
>=1 page answers a buyer question (how much / how long / vs)
Fix: Write top-3 buyer-question pages.
Content email · weight 2
E5High
email domain has SPF + DKIM + DMARC
Fix: Set SPF/DKIM/DMARC or email lands in spam.
Content email · weight 2
E6Medium
business email on own domain (not gmail/hotmail)
Fix: Use name@yourdomain.
Content email · weight 1
C3High
contact form present and functional (field check)
Fix: Fix or add contact form.
Conversion capture · weight 2
S10High
brand name query shows site in top 3
Fix: Strengthen brand signals: GBP, schema, consistent name.
SEO technical · weight 2
B2Low
tagline/positioning consistent across site and socials
Fix: Align one-line positioning.
Brand consistency · weight 1
R4Medium
owner response rate >= 70%
Fix: Reply to every review (AI-draft, human-approve).
Reviews reputation · weight 2
A typical first 90 days
The memo lists at most eight actions, ordered gating first, then by severity. For a financial advisor business the first ones usually look like this; yours come from your own audit's failures.
- Set SPF, DKIM and DMARC on the firm's email domain and move any personal-mailbox addresses to the firm's domain.
- Fix or add the contact form, keep it to five required fields or fewer, and add a confirmation page.
- Align the one-line positioning across the site, LinkedIn and Google Business Profile.
- Write the buyer-question pages the audit looks for and route every social draft through the approval queue.
Each action in a real memo carries the rule ids behind it, concrete steps, an effort estimate and an owner: you, or EchoPilot drafting for your approval.
Growth fits most financial advisors
Audit
$99 / month · $950 / year
Continuous monitoring of 86 signals across your website, Google listing, reviews and social — with a fresh, prioritized action plan every month.
GrowthSuggested for financial advisors
$299 / month · $2,870 / year
Content written from what your audit found — not generic prompts.
Adds drafted posts across two channels, each waiting for your approval.
Managed
$499 / month · $4,790 / year
Everything prepared, queued and tracked; you approve, we handle the rest.
Pay yearly and save 20%; 14-day money-back guarantee on every plan. Compare the plans in full.
Questions from financial advisors
Who approves the drafts?
A person on your account, in the approval queue. Every draft waits there; nothing is published until it is approved, and the approval is recorded with the text as approved.
Does EchoPilot check whether content meets financial-promotion rules?
No. It checks marketing signals only. Whether a draft meets the rules that apply to your firm is for your own review process to decide before approval.
Why does the audit check email records?
Rule E5 checks SPF, DKIM and DMARC on the domain. Without them, mail from the firm is more likely to be filtered. Rule E6 checks that the business email uses the firm's own domain.
Does the audit connect to any client or account data?
No. It reads the public website, DNS records, the public Google Business Profile, public reviews and public social profiles.