Free playbook

The Advisor Visibility Playbook

What Google shows. What AI says. How to fix both.

Two questions every advisor should be able to answer about their own firm. Inside: the 10-minute audit to find both answers, no SEO background needed.

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Shaun Melby, CFP®
Founder, Melby Wealth Management
Creator, AdvisorSEO Max

Contents

What's inside

A 10-page playbook plus a printable worksheet. Read it in 20 minutes. Run the audit in 10.

What Google actually shows for your firm

The two metrics that matter, the two that mislead, and the three queries every advisor should check.

What ChatGPT and AI tools say about your firm

The basic visibility test and the signals AI tools reward.

The 10-minute visibility check

A minute-by-minute audit you can run today.

Six mistakes that quietly hurt visibility

What to fix before you spend more on marketing.

What to do next

Three paths forward, ranked by tradeoff.

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Worksheet: The 10-minute check

Tear out, fill in, pin up. Run it again in 30 days.

Why I wrote this

Built by an advisor, not a marketer

I'm Shaun. I founded Melby Wealth Management in Nashville and spent seven years running SEO on my own RIA before I built AdvisorSEO Max.

This playbook is the audit I run in my head every time I open another advisor's website. Most of the issues I see are the same five or six things, and almost all of them are fixable in a few hours if you know where to look.

I wrote it down so you can run the audit on your own firm, with no consultant, no agency, and no SEO background needed. If you decide to fix things yourself, the playbook has everything you need. If you'd rather have software do it automatically, that's what AdvisorSEO Max is for.

Shaun Melby, CFP® Founder · Melby Wealth Management

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