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Free Interactive Assessment · About 3 Minutes

Financial Services Authority Gap Assessment Find the Gaps Limiting Your Authority and Lead Generation.

Where You're Strong. Where You're Breaking Down.

This assessment evaluates five systems that determine how visible, trusted, and lead-generating your firm is online. Each question describes a real operating condition. Choose the answer that most accurately reflects how your firm operates today — not how you plan to operate.

These five systems map closely to what Google itself calls E-E-A-T — experience, expertise, authoritativeness, and trustworthiness — the framework search engines and AI systems increasingly use to judge financial content before they ever trust a firm enough to recommend it.

15 QuestionsOne at a time. No overwhelm. About 3 minutes total.

Instant ResultsYour scores are calculated the moment you complete the assessment.

Five System ScoresSee exactly where your authority infrastructure is strong and where it has gaps.

Your Financial Services Authority Gap Assessment

Choose the statement that most closely describes how your firm operates today.

Question 1 of 15 Content Systems

Content Systems

1. How consistently does your firm publish educational content around the problems, questions, and decisions your ideal clients are actively researching?

We publish strategically from a documented plan and maintain a consistent cadence.We publish fairly often, but the process is not fully documented or consistent.We publish occasionally when time allows or when we have something to announce.We have very little educational content or no repeatable publishing process.

Content Systems

2. How well is your content organized around defined audiences, services, topics, and stages of the buyer journey?

Our content architecture is intentionally mapped to audiences, services, topics, and buyer stages.Some content is organized strategically, but there are meaningful gaps.Most content exists as individual articles or pages without a clear architecture.We have not built a structured content architecture.

Content Systems

3. How effectively does your website demonstrate the depth of expertise inside your firm?

Our site contains substantial expert-level content that clearly demonstrates our knowledge and point of view.Our expertise is visible in some areas, but not consistently across the site.Our site explains what we do more than what we know.Most of our expertise exists offline and is not documented online.

Specialized Content Development

4. How well does your published content reflect genuine financial or real-estate expertise rather than generic marketing language?

Our content is technically credible, specific, useful, and clearly informed by real industry experience.Much of our content is credible, but depth and specificity vary.Our content is mostly high-level and could apply to many firms.We publish little expert financial or real-estate educational content.

Specialized Content Development

5. How consistently do you publish content that answers sophisticated prospect questions about your specific services, products, or strategies?

We systematically answer these questions with detailed, useful content on a consistent schedule.We answer many of them, but not through a consistent program.We address a few common questions, usually at a basic level.Most important prospect questions are not addressed through published content.

Specialized Content Development

6. How strong is your process for turning internal expertise into accurate, compliant, published educational content?

We have a repeatable workflow for extracting expertise, reviewing it, and publishing it consistently.We have a workable process, but it depends heavily on individual effort or outside vendors.The process is informal and inconsistent.We do not have a defined process for converting internal expertise into published content.

Educational Hub Development

7. Can a prospect use your website to educate themselves deeply before speaking with anyone at your firm?

Yes. Our site provides structured learning paths, resources, and next steps for each key audience.In some areas, but the experience is incomplete or inconsistent.Prospects can find scattered information, but they must piece it together themselves.Our site is primarily promotional and provides limited education.

Educational Hub Development

8. Are related articles, guides, tools, service pages, FAQs, and resources intentionally connected through internal links and structured navigation?

Yes. Related resources are systematically linked into clear topic clusters and learning paths.Some resources are connected, but the structure is incomplete.Internal connections are mostly ad hoc.Our resources are largely disconnected or we have very few resources.

Educational Hub Development

9. Does your educational content guide a visitor toward an appropriate next action — not just a generic contact form?

Yes. Educational journeys include relevant tools, resources, offers, and matched CTAs throughout.Some content includes next steps, but they are not consistently matched to the content or audience.Most content ends with a generic contact or book-a-call CTA.There is little or no intentional progression from education to action.

Lead Generation Systems

10. What happens when a qualified visitor is interested but not ready to schedule a call or meeting?

We offer relevant lead magnets or tools, capture the lead, segment it, and begin a structured nurture sequence.We capture some leads and follow up, but the process is incomplete.We have a newsletter or contact form, but little structured nurture.Most visitors either contact us immediately or leave without being captured.

Lead Generation Systems

11. How well does your firm segment and follow up with leads based on what they expressed interest in?

Leads are segmented by meaningful intent or audience data and receive relevant, timed follow-up.We use some segmentation, but much of the follow-up is still generic.Most leads receive the same follow-up regardless of intent.We do not have a structured segmentation and nurture process.

Lead Generation Systems

12. Can you reliably measure the path from website visitor to captured lead to qualified conversation?

Yes. We track the important conversion events and can see where leads drop off or progress.We track some conversion points, but the full path is incomplete.We mainly track traffic or form submissions without a full funnel view.We cannot reliably measure the website-to-lead conversion path.

Authority Distribution

13. What happens after your firm publishes a strong piece of educational content?

It is systematically repurposed and distributed across multiple relevant platforms and formats.We promote it on several channels, but repurposing and distribution are inconsistent.We may share it once or twice, then move on.It mostly stays on our website and receives little active distribution.

Authority Distribution

14. How consistently does your firm build third-party authority signals beyond its own website?

We consistently earn or create credible mentions, citations, appearances, and placements on relevant platforms.We have some third-party visibility, but it is not systematic.Third-party visibility happens occasionally or mainly through referrals and passive mentions.We have very little deliberate third-party authority building.

Authority Distribution

15. How well does your expertise appear across the places prospects and search or AI systems look — beyond your own website?

Our authority is reinforced across search, industry platforms, media, AI-training sources, and referral networks.We have a presence across several surfaces, but coverage and consistency are uneven.We are visible on a small number of channels.Our expertise is concentrated primarily on our own website or offline.

Your Assessment Is Complete

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