Free guided workbook
Understand how prospects find, evaluate and choose you.
The Marketing Visibility Workbook helps financial advisors step back from individual tactics and assess how their expertise is experienced across search, websites, video, social media and AI-assisted discovery.
Formerly PodRocket Academy.
Identify where your visibility is working, where trust breaks down and which improvements deserve attention first.
A practical diagnostic, not another list of tactics
The workbook starts with how prospects actually discover and evaluate expertise. The overview provides context and the exercises help you assess whether your website, content and channels work together to build visibility and trust.
Guided overview
Watch first, then work through the exercises.
Workbook overview
This guided resource helps financial advisors assess whether their marketing works as a connected visibility system. It focuses on how prospects find, understand and gain confidence in your expertise before they make contact.
Who it is for
- Independent financial advisors and RIAs
- Wealth management teams
- Marketing leaders in high-trust firms
- Experts who must earn trust before contact
What you will learn
- Whether ideal prospects can find you
- Whether your content shows how you think
- Whether your channels reinforce one clear message
- Whether search engines and AI can understand your expertise
- Which one or two gaps deserve attention first
What you receive
- A guided overview video
- Ten diagnostic exercises
- Prompts and practical worksheets
- The complete workbook PDF
- An optional strategy conversation
How to use it
- Watch the guided overview
- Complete the exercises in sequence
- Note recurring gaps and patterns
- Bring the findings to a review conversation if helpful
Expected outcome
A clearer view of how your visibility system works today, where trust breaks down and which improvements should be prioritized without adding more disconnected tactics.
Marketing Visibility Workbook
Download all ten exercises and worksheets in one PDF. Use the workbook to examine how your expertise appears across search, your website, video, social media and AI-assisted discovery.
Workbook contents
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Exercise 1
Define the First Impression
Clarify what a prospect should understand about you when they first discover your name, website or content.
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Exercise 2
Discoverability Check
Assess whether your name and expertise appear when a prospect searches for help or validates a referral.
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Exercise 3
Search and Intent Alignment
Compare the questions prospects ask with the topics and language your content actually addresses.
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Exercise 4
Trust and Familiarity Signals
Identify the evidence, perspective and human presence that help prospects gain confidence before contact.
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Exercise 5
Channel Role Alignment
Define the role of your website, search presence, social channels, video and email in the prospect journey.
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Exercise 6
Search and AI Readiness
Review whether your expertise is clear, structured and consistent enough for search engines and AI tools to interpret.
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Exercise 7
Consistency and Compounding
Examine whether your content reinforces a recognizable point of view over time or repeatedly starts from zero.
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Exercise 8
Visibility Gap Patterns
Look for recurring breaks between discovery, understanding, trust and the next step.
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Exercise 9
System Alignment Check
Evaluate whether your channels and content work as one connected system rather than isolated activities.
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Exercise 10
Priority Reset
Choose the one or two improvements most likely to strengthen visibility and trust now.
Common questions about the workbook
Do I need a podcast?
No. The workbook evaluates your full visibility ecosystem and applies whether or not podcasting is part of it.
Is this only for financial advisors?
It is designed with financial advisors and wealth firms in mind, but it also applies to other high-trust professionals.
Do I need to complete every exercise?
Working through the exercises in sequence gives the clearest picture, but each exercise can also help diagnose a specific gap.
What happens after I finish?
Use the findings internally or schedule a conversation with ProudMouth to help interpret the priorities.
Bring your findings to a review conversation
Schedule a conversation with ProudMouth to help interpret the priorities.