More financial planning clients from Google.
Without cold calling.
160,000 people search "financial advisor near me" every month. 71% of people research financial advisors online before reaching out. Stacc makes sure your firm shows up first — posting to your GBP daily, managing reviews, and tracking your Maps ranking.
No contracts · Posts to your GBP every day
160K
Monthly "financial advisor near me" searches
71%
Clients research advisors online first
4.3×
Avg Maps ranking lift
100%
Reviews captured instantly
Local businesses ranking with Stacc
Prospective clients are searching right now.
They're calling a competing advisor.
73% of people read reviews before choosing a financial advisor. The only question is whose firm they find first in the Map Pack.
Your GBP has never been updated. Your competitor posts retirement planning content every week.
Financial advisors who stay top-of-mind through consistent GBP activity — market updates, retirement planning tips, tax season reminders, and life event content — rank higher in Maps AND capture clients at the moment of financial decision. Every week your profile goes dark, a competing advisor builds the visibility and trust that brings new clients to their door.
One unanswered negative review is costing you a $1M AUM client.
73% of people read reviews before choosing a financial advisor. When someone is deciding who will manage their retirement savings, they vet you thoroughly. A review about poor communication or unexpected fees that goes unanswered tells every future client the worst possible thing: that you don't stand behind your service. Your star rating is your credibility at scale.
You rank for your firm name. Not for "financial advisor near me."
People who need a financial advisor search "financial advisor near me," "retirement planner [city]," and "wealth management [city]." They don't search for your firm name. If you're not in the Map Pack for those searches, you're invisible to the people who are ready to move their IRA or start their retirement plan right now.
Every lever that drives new clients from Google. Handled.
Maps ranking for financial advisors requires consistent GBP activity, fast review responses, and keyword-targeted content — every single month. Stacc handles all of it automatically.
GBP Post Publishing
30 posts/month — market updates, retirement planning tips, tax season reminders, life event financial milestones, and educational content. Published automatically.
Financial Keyword Targeting
Service + city: financial advisor, retirement planner, wealth management, investment advisor, fiduciary. Calibrated to your specialty and location.
Review Monitoring
Instant review alerts with response templates to protect the credibility that wins clients who are entrusting you with their financial future.
Local Rank Tracking
Grid-based Maps ranking for every keyword across your service area. Month-over-month tracking so you see your position compound.
Multi-Office Management
Multiple office locations? Each gets its own keyword strategy, content calendar, and ranking report from one dashboard.
Citation Building
Directory submissions across NAPFA, CFP Board, financial directories, Yelp, and 50+ others. Authority signals that build trust and rank.
Connect once. Stacc runs your advisory firm's
Maps presence from that day forward.
No GBP logins. No writing posts. No manually checking reviews. Set it up once and your Google Business Profile runs itself — so you can focus on clients and portfolios.
Connect your Google Business Profile
Search for your advisory firm. Stacc identifies which financial keywords you're not showing up for — retirement planner, wealth management, fiduciary, and more.
AI builds your financial content plan
30 posts/month — market updates, retirement planning tips, tax reminders, life event milestones. All written to match the search intent of people ready to move assets or start a financial plan.
Posts live. Rankings climb. New clients call.
Content publishes on schedule. Review alerts arrive instantly. New client inquiries come in while you're in client meetings.
What the data says about financial planning
clients and local search.
The opportunity is significant — and most independent advisors aren't taking local search seriously yet.
160K
"Financial advisor near me" searches per month
in the US alone
71%
Clients research advisors before reaching out
your GBP is their first impression
85%
Maps searchers contact the firm
high intent — ready to move assets
4.3×
Avg Maps ranking lift with Stacc
within 90 days of consistent activity
The only option that does the whole job.
A financial marketing agency charges $1,000–$3,000/month for a fraction of what Stacc delivers. DIY means posts never get written. Stacc automates everything for $49.
"I'm an independent RIA and I've relied on referrals for 14 years. A colleague suggested Stacc and three months later I'm in the top 3 on Maps for 'financial advisor near me' in my city. I had two new clients last month who said they found me on Google Maps — one with $400K to invest. The GBP posts write and publish themselves. For $49 a month, this is the best marketing dollar I've ever spent."
H. Peterson
RIA, Peterson Wealth Management · Minneapolis, MN
Less than one hour of your billing rate.
Every month.
A single new AUM client can be worth $5,000–$50,000+ in lifetime revenue. Stacc drives more of them from Google for $49/month.
Why $49. And not $1,000/month?
Financial marketing agencies bill for human time: keyword research, post writing, scheduling, review monitoring, and monthly reporting. Stacc automates every one of those tasks. The output is the same. The overhead and agency markup are gone.
Local SEO Module · Financial Advisory
GBP posts, review monitoring, rank tracking. On autopilot.
- 30 financial GBP posts per month targeting your specialty and city
- Retirement planner, wealth management, investment advisor, and fiduciary keywords
- Market update, tax season, and life event content calendar
- Instant review alerts and star rating trend tracking
- Response templates for positive, neutral, and negative reviews
- Grid-based local rank tracking across your service area
- Multi-office management from one dashboard
- Citation building across NAPFA, CFP directories, Yelp, and 50+ others
Financial Marketing Agency
$1,000–$3,000
8–12 posts/mo
DIY
Your time
1–3 posts/mo
Stacc
$49
30 posts/mo
Questions financial advisors ask before they start
Most independent advisors see meaningful movement in 60–90 days. Financial advisory has strong local search demand and many advisors who have never updated their GBP — so the ranking opportunity is significant.
Stacc works for every local service business.
The same automated GBP posting, review management, and rank tracking that works for financial advisors works for every professional service that depends on local search.
Right now, someone in your city
is searching "financial advisor near me."
Are you showing up?
Every day your GBP is inactive is a day a competing advisor gets that AUM. Stacc runs your firm's Maps presence automatically for $49 a month.
guarantee · No contracts · Cancel anytime