A financial advisor meeting with a couple at a warm, sunlit table

The problem

Right now, someone else is getting your client.

Someone nearby is searching for a financial advisor right now, and whoever shows up first usually gets the first meeting. Fewer than 1 in 100 people click past page one. If your firm isn't there, in Google or in the AI answer, you don't exist.

SEO · Search Engine Optimization

google.com

yourfirm.com › resources Fee-Only vs. Fee-Based Advisors: What the Difference Means for You Written, optimized, and published by your agents, targeting exactly what your future clients type. Ranking on page one

AEO · Answer Engine Optimization

ChatGPT

who should I talk to about retirement planning in Salt Lake City?

For retirement planning, start with a fiduciary advisor who explains how they're paid and what the process looks like. For a plain-English guide to the questions worth asking, see the article published by your firm.
yourfirm.com

The old way

The traditional approach isn't working.

Most advisor marketing wasn't built for this. A compliance-approved bio page, a quarterly newsletter, referrals from clients you already have. Showing up in Google and AI answers takes something different: steady publishing, constant tuning, and someone watching how the machines describe your firm. When nobody owns that work, the first meetings go elsewhere.

Sample visibility audit yourfirm.com

0/100

Google Search

You rank on page three for retirement planning.

0/100

AI Answers

Named in 1 of 12 assistant answers about financial advisors near you.

0/100

Publishing

Last new article: 14 months ago.

Every firm starts somewhere. Most start here.

The new way

So we built something better.

LolliForce is a team of AI specialists with one job: getting your firm found. Picture associates who work 24/7 without the quarterly review. They research, write, design, and publish for your practice every week, and you approve everything before it goes live. Meet the team below. Click any card for the full brief.

How it works

Marketing on autopilot.

No content calendars to fill, no agency meetings to sit through. The team plans, writes, and publishes on a schedule, and nothing goes live until you say so. Your only job is a few minutes of approvals each week.

No. 01

Build your foundation

A modern, fast website designed for advisory firms, with analytics, rankings, and lead tracking connected from day one.

No. 02

Learn your practice

Our AI agents study your firm: your services, your voice, your market, and the advisors you compete with, so everything they produce is specific to you.

No. 03

Marketing on schedule

Articles drafted, SEO and AEO tuned, social queued, each waiting in your portal for one-click approval. Or two clicks, if you're feeling thorough.

No. 04

Introductions find you

Meeting requests arrive in your inbox and your dashboard, with clear reporting on exactly where each one came from.

A Case Study

One firm's story, told in results.

An independent advisory firm in Grand Rapids turned a quiet website into a steady source of first meetings. This is how.

Kevin Toler, Founder of Hill Island Financial

Case File No. 004 Hill Island Financial · Grand Rapids, Michigan

Kevin built the practice.
LolliForce is putting it on blast.

Hill Island Financial had the credentials, the client relationships, and a clear way of doing things: fiduciary advice, explained in plain English. What it didn't have was time. Kevin was meeting with clients, running the firm, and keeping up with compliance, with nothing left over to feed a website.

LolliForce switched on the full agent team. Today the firm publishes expert articles twice a month in Kevin's own voice, each one illustrated, tuned for Google and AI answers, reviewed for compliance, and queued to social, all approved from the portal in minutes a week.

Nothing goes out until I've read it, which is the only way this works in my world. The difference is I'm reviewing finished work instead of writing it.

Kevin Toler · Founder, Hill Island Financial

From the Hill Island Financial blog · Written & published by the firm Read more at hillislandfinancial.com →

Cover image for the Hill Island Financial article on the tax control triangle

Tax Planning · January 27, 2025

The Power of the Tax Control Triangle in Preserving Wealth

A plain-English look at how taxable, tax-deferred, and tax-free accounts work together, and why the balance between them matters.

Read Full Article →

Cover image for the Hill Island Financial article on financial planning for 2025

Financial Planning · December 18, 2024

Financial Planning for 2025: Four Critical Steps for Affluent Investors

Four planning conversations worth having before the year turns, from tax timing to estate documents.

Read Full Article →

Cover image for the Hill Island Financial article on preparing financially for the death of a spouse

Life Transitions · November 18, 2024

How to Prepare Financially for the Death of a Spouse

The practical steps that make a hard season easier: benefits, taxes, accounts, and the questions to settle in advance.

Read Full Article →

Simple Pricing

Bring your site, or start fresh.

One flat monthly retainer covers your firm's whole marketing department: the specialists, the publishing, the reporting, and a real person watching it all. No onboarding fee, no surprise invoices, and after the first six months you can leave anytime. Bring the site you have, or we build you one and fold it in. Every piece of content waits for your review, so compliance approval stays in your hands.

Run · Your Site, Hosted

$3,500/ month

Your firm's existing website, hosted and run by the full department.

SEO & AEO tuned weeklyGoogle rankings and AI answers, monitored and fixed
Two expert articles a monthWritten in your voice, approved by you
Social on every articleDesigned posts, queued and scheduled
Brand voice, learned & keptEvery word sounds like your firm
Custom illustrationOriginal art on every article, never stock
CMS & client portalSite kept current, one-click approvals
Plain-English reportingA monthly report you'll actually read

Book a 20-Minute Demo

Build + Run · New Site Included

$4,200/ month

A new website included, then the department takes over.

Website design & buildDesigned for your firm, launched by us
Everything in RunThe full department, from day one
Hosting, speed & upkeepYour site kept fast, current, and converting

Add-on

Google Ads management +$300 / month, with your ad spend passed through at cost

A traditional agency: $9,000 to $12,000 per month Plus the meetings. So many meetings.

Book a 20-Minute Demo

01 / 06

You found the footnote “AI agents… are you serious?”

Dead serious. Here’s the case.

Six short slides on why a team of software specialists beats a second hire. Use the arrows, your keyboard, or swipe.

Esc brings you back to the site at any point.

The old math

A human specialist is one career’s worth of experience.

your hypothetical hire · one lifetime · forty hours a week

A very good marketing hire has seen a few hundred campaigns and worked one book of business. Their expertise is real. It just has a ceiling: what one person can live through.

The new math

An agent is the field’s best work, distilled.

Thousands of campaigns, audits, and rankings, all working the same problem.

Not one person’s memory. The pattern of what actually worked, across more campaigns than a specialist sees in ten careers, pointed at one narrow job: yours.

The roster

Nine narrow experts. Zero generalists.

Tap a card for its job. Drag one onto another to swap them.

p.s. the picture behind them is scrambled…

Nine specialists, one department. When they work together, the picture is clear.

The catch, handled

Nothing publishes without you.

Every draft waits in your portal for review. You read it, you approve it, it ships. Your name, your compliance sign-off, your call. Try it:

Draft · waiting for you

Roth Conversions: When They Make Sense

1,400 words · illustrated · cited

That’s the whole job. Minutes a week.

The math, in dollars

Better than a hire. Cheaper, too.

$65,000+a junior marketing hire, salary alone

$42,000your entire marketing department · a year of Run

…and it never takes a sick day.

Book a 20-Minute Demo

Free Visibility Report

Get your free visibility report

See where your firm ranks on Google and how AI assistants describe you. We'll send the report and walk you through it in a 20-minute call.

✓

Got it.

Thanks. We'll be in touch within one business day.

Reach your next client the moment they’re
searching Google.asking ChatGPT.comparing advisors.reading reviews.scrolling LinkedIn.ready to call.

Right now, someone else is getting your client.