---
title: "Schedule a Consultation | Financial Advisors"
description: "Book a free 60 minute consultation with the Financial Advisors team. We'll review your current marketing, assess your website, and share recommendations."
url: https://financialadvisors.com/schedule-consultation/
---

Let's Talk

# Schedule a Consultation

Book a free 60 minute call with our team to discuss your marketing and give recommendations.

Go straight to the calendar ↓

## What we'll cover on the call

- **Current market trends.**
How prospects are finding advisors today, including through AI assistants like ChatGPT, Perplexity, Claude, and Google Gemini.

- **Your current marketing.**
What you are doing now, and what is and isn't bringing prospects to you.

- **Your website.**
An assessment of your site, with specific recommendations.

- **Your AI visibility.**
How the [FAVIR™ score](https://financialadvisors.com/favir/) rates an advisor profile from 0 to 100, and how the weekly check shows whether Claude and ChatGPT name you.

- **Marketing opportunities.**
Where an advisor profile, a company profile, or our [marketing services](https://financialadvisors.com/financial-advisor-marketing-services/) (SEO / AEO, website design, paid ads, social media, content) could help, and where they wouldn't.

No obligation. No sales pressure. Just a conversation about your practice.

## Who this is for

- Advisors who want more prospects to find them through search and AI assistants

- Firms with several advisors weighing a company profile (three or more profiles under a company get a 25% discount)

- Advisors with a FinancialAdvisors.com profile who want to raise their FAVIR™ score

- Anyone comparing our [plans](https://financialadvisors.com/pricing/) or marketing packages before signing up

## What happens next

- Pick a time in the calendar below.

- Have your website address and a short list of the marketing you run today ready for the call.

- We spend up to 60 minutes on the agenda above and your questions.

- You decide what, if anything, comes next. Individual profiles start at $59.95 a month and company profiles at $99.95 a month, with annual options on the [pricing page](https://financialadvisors.com/pricing/).

Prefer email? Reach us at [jim@financialadvisors.com](mailto:jim@financialadvisors.com) or [josh@financialadvisors.com](mailto:josh@financialadvisors.com)

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Source: https://financialadvisors.com/schedule-consultation/
Site index for AI agents: https://financialadvisors.com/llms.txt
Agent directory: https://financialadvisors.com/agents.json