Short, and you chose4 ▶ FPI (fpimymoney123) South Africa · Professional body registers · observed 2026-09-10 ✓ ✓ ✓ ✓ ✓ ✗ 5 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✗ Be found by a machine — fails 1 Short, and you chose Credentials/designations · Province · City/Town +3 more Their direct phone or email Partly Observed 2026-09-10 Country South Africa Segment Professional body registers All controls offered Credentials/designations, Province, City/Town, Specialty (Practice Area), Language, Name Route 1 — Short, and you chose Machines can read Partly Where we looked fpi.co.za This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Specialty, Credentials ✓ Narrow by who fits you — passes carried by Language ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✗ Be found by a machine — fails What would change this row
Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 15 professional body registers we audited, 12 let a consumer be found by a machine. You are not one of them.
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▶ AAAFA / Quad-A US · Professional body registers · observed 2026-09-11 ✓ ✓ ✓ ✓ ✓ ✓ 6 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you chose Specialty · Life circumstance (Special Needs Planning, Sudden Wealth, Elder Issues) + location Their direct phone or email Yes Observed 2026-09-11 Country US Segment Professional body registers All controls offered Location (state), Specialty, Life circumstance (Special Needs Planning, Sudden Wealth, Elder Issues) Route 2 — Short, and you chose Machines can read Yes Where we looked aaafainc.org/find-an-advisor This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Specialty ✓ Narrow by who fits you — passes carried by Life event ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 76 All State Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Ontario Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming All Specialty Business Succession Planning Charitable & Planned Giving Comprehensive Financial Planning Comprehensive Wealth Planning Debt Management Education Planning Elder Issues Employer Group Benefits ESG Risk Management Estate Planning Financial Coaching Impact Investing Insurance Planning Investment Management Long Term Care Retirement Planning Risk Management Special Needs Planning Sudden Wealth Tax Planning Taxation Wealth Management What would change this row
Nothing. This surface passes all six.
Of the 9 professional body registers we audited in US, 7 let a consumer narrow by who fits them. You are one of them.
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▶ Garrett Planning Network US · Professional body registers · observed 2026-09-09 ✓ ✓ ✓ ✓ ✓ ✓ 6 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you chose Keyword · Specialty · How they are paid +3 more + location Their direct phone or email Yes This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by How they’re paid, Specialty ✓ Narrow by who fits you — passes carried by Identity, Language, Life event ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Nothing. This surface passes all six.
Of the 9 professional body registers we audited in US, 7 let a consumer narrow by who fits them. You are one of them.
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▶ IAFP Canada · Professional body registers · observed 2026-09-10 ✓ ✓ ✗ ✓ ✓ ✓ 5 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you chose How they are paid · Specialty · Credentials/designations +3 more + location Their direct phone or email Yes Observed 2026-09-10 Country Canada Segment Professional body registers All controls offered Location, How they are paid, Specialty, Credentials/designations, Registration/licence type, Name, Firm Route 2 — Short, and you chose Machines can read Yes Where we looked iafp.ca/planners/find-a-planner This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Specialty, How they’re paid, Credentials ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 15 professional body registers we audited, 10 let a consumer narrow by who fits them. You are not one of them.
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Longer, but the steps earned it6 ▶ Advocis Canada · Professional body registers · observed 2026-09-10 ✓ ✓ ✗ ✓ ✓ ✓ 5 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 3 Longer, but the steps earned it Credentials/designations · Name · Company + location Nothing Yes This walk ended in nothing .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Credentials/designations ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in nothing ✓ Keep your details until you choose — passes the walk ended in nothing ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 15 professional body registers we audited, 10 let a consumer narrow by who fits them. You are not one of them.
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▶ AICPA & CIMA (PFS directory) US · Professional body registers · observed 2026-09-11 ✓ ✓ ✗ ✓ ✓ ✗ 4 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✗ Be found by a machine — fails 3 Longer, but the steps earned it Credential/designation (working) · Area of expertise + location Their direct phone or email No Observed 2026-09-11 Country US Segment Professional body registers All controls offered Credential/designation (working), Location — country / state / city / ZIP + mile radius (working), Area of expertise Route 3 — Longer, but the steps earned it Machines can read No Where we looked aicpa-cima.com/directories This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Credentials ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✗ Be found by a machine — fails Every control on the page, as the page labels it 37 *Credential/designation name ABV – Accredited in Business Valuations Credential CVFI – Certified in Valuation of Financial Ins CFF – Certified in Financial Forensics Credential CITP – Certified Information Technology Profession PFS – Personal Financial Specialist Credential CGMA – Chartered Global Management Accountant Designation MiP – Members in Practice FCMA ACMA *Location State City *ZIP/postal code Mile radius 5 miles 10 miles 25 miles 50 miles Optional: Area of expertise All Areas of Expertise Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Cash Flow Planning Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Charitable Planning Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Closely Held Business Planning Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Education Planning Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Elder Planning Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Employee Benefits/Executive Compensation Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Estate, Gift and Wealth Transfer Planning Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Individual Tax Planning Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Insurance Planning/Risk Management Planning Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Integrated Personal Financial Planning Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Investment Planning (without AUM or product sales) Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Retirement Planning Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.) Personal Financial Planning – Tax/Estate/Retirement/Risk Management/Investment – Wealth Management/Investment Advisory Services What would change this row
Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 9 professional body registers we audited in US, 7 let a consumer narrow by who fits them. You are not one of them.
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▶ CFP Board US · Professional body registers · observed 2026-09-10 ✓ ✓ ✓ ✓ ✓ ✓ 6 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 3 Longer, but the steps earned it Distance · Specialty/Planning Services · Minimum Investible Assets +5 more + location A message you can send Yes Observed 2026-09-10 Country US Segment Professional body registers All controls offered Location, Distance, Specialty/Planning Services, Minimum Investible Assets, Identity/community, Life event, Language, Advisor name, Company Route 3 — Longer, but the steps earned it Machines can read Yes Where we looked letsmakeaplan.org/search This walk ended in a message you can send .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Specialty ✓ Narrow by who fits you — passes carried by Language ✓ Reach them yourself — passes the walk ended in a message you can send ✓ Keep your details until you choose — passes the walk ended in a message you can send ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Nothing. This surface passes all six.
Of the 9 professional body registers we audited in US, 7 let a consumer narrow by who fits them. You are one of them.
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▶ FP Canada Canada · Professional body registers · observed 2026-09-10 ✓ ✓ ✓ ✓ ✓ ✓ 6 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 3 Longer, but the steps earned it Credentials/designations · Specialty · Language +3 more + location Their direct phone or email Yes Observed 2026-09-10 Country Canada Segment Professional body registers All controls offered Location, Credentials/designations, Specialty, Language, Identity/community, Life event/life stage, Minimum investable assets Route 3 — Longer, but the steps earned it Machines can read Yes Where we looked fpcanada.ca/findaplanner This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Credentials ✓ Narrow by who fits you — passes carried by Language ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Nothing. This surface passes all six.
Of the 15 professional body registers we audited, 10 let a consumer narrow by who fits them. You are one of them.
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▶ XY Planning Network US · Professional body registers · observed 2026-09-10 ✓ ✓ ✓ ✓ ✓ ✓ 6 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 3 Longer, but the steps earned it Keyword · Business Planning Specialities · Career Stage +8 more + location A message you can send Yes Observed 2026-09-10 Country US Segment Professional body registers All controls offered Keyword, Location (city/state/zip), Business Planning Specialities, Career Stage, Ethnicity/Language, Faith Focus, Family Structure/Marital Status, Gender/Identity, Generation Focus, Interests & Hobbies, Planning Need, Profession Route 3 — Longer, but the steps earned it Machines can read Yes Where we looked connect.xyplanningnetwork.com This walk ended in a message you can send .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Specialty ✓ Narrow by who fits you — passes carried by Language, Life event, Identity ✓ Reach them yourself — passes the walk ended in a message you can send ✓ Keep your details until you choose — passes the walk ended in a message you can send ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Nothing. This surface passes all six.
Of the 9 professional body registers we audited in US, 7 let a consumer narrow by who fits them. You are one of them.
Something wrong here? Tell us →
▶ Your Advisor Guide US · Professional body registers · observed 2026-09-11 ✓ ✓ ✓ ✓ ✓ ✓ 6 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 3 Longer, but the steps earned it Specialty (Your Priorities) · Life circumstance (Special Needs Planning) · Consumer investable assets +1 more + location A message you can send Yes Observed 2026-09-11 Country US Segment Professional body registers All controls offered Location (ZIP + radius), Specialty (Your Priorities), Life circumstance (Special Needs Planning), Consumer investable assets, Consumer income Route 3 — Longer, but the steps earned it Machines can read Yes Where we looked youradvisorguide.com/advisors This walk ended in a message you can send .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Specialty ✓ Narrow by who fits you — passes carried by Life circumstance (Special Needs Planning) ✓ Reach them yourself — passes the walk ended in a message you can send ✓ Keep your details until you choose — passes the walk ended in a message you can send ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 34 ZIP CODE CHOOSE RADIUS 25 miles 50 miles 100 miles Any Your Priorities Financial Planning Life Insurance & Risk Management Philanthropic & Estate Planning Retirement Income Planning Special Needs Planning Tax Planning Wealth Management Your Assets Do not Wish to Disclose Less than $50,000 $50,000 – $99,999 $100,000 – $249,999 $250,000 – $499,999 $500,000 – $749,999 $750,000 – $999,999 $1,000,000 – $1,999,999 $2,000,000+ Your Income I prefer not to say less than $50K $50K – $99,999 $100K – $149,999 $150K – $199,999 $200K – $249,999 $250K – $299,999 $300K – $349,999 $350,000+ What would change this row
Nothing. This surface passes all six.
Of the 9 professional body registers we audited in US, 7 let a consumer narrow by who fits them. You are one of them.
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You can see them. You cannot reach them.4 ▶ FeeOnlyNetwork US · Professional body registers · observed 2026-09-10 ✓ ✗ ✗ ✗ ✗ ✓ 2 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✓ Be found by a machine — passes — Seen, not reachable Free-text location/name search · State (on /advisor-search/ only) Their direct phone or email Yes Observed 2026-09-10 Country US Segment Professional body registers All controls offered Free-text location/name search, State (on /advisor-search/ only) Route You can see them. You cannot reach them. Machines can read Yes Where we looked feeonlynetwork.com This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Of the 9 professional body registers we audited in US, 7 let a consumer narrow by who fits them. You are not one of them.
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▶ FPA PlannerSearch US · Professional body registers · observed 2026-10-02 ✓ ✓ ✓ ✗ ✗ ✓ 4 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✓ Be found by a machine — passes — Seen, not reachable Search by name · Languages (17 options) · Licenses & Certifications (CFA, CFP, ChFC, CLU, CPA, PFS, insurance and Series licences) +5 more + location A message you can send Yes Observed 2026-10-02 Country US Segment Professional body registers All controls offered Location (ZIP or city, with radius), Search by name, Languages (17 options), Licenses & Certifications (CFA, CFP, ChFC, CLU, CPA, PFS, insurance and Series licences), Client Demographics (AAPI, Black Americans, Business Owners, Executives, GenX and more), Major Milestones (life events), Compensation (Fee Only, Commission, Commission and Fee), Household Income, Investable Assets Route You can see them. You cannot reach them. Machines can read Yes Where we looked plannersearch.org/find-a-planner This walk ended in a message you can send .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Licenses & Certifications (CFA, CFP, ChFC, CLU, CPA, PFS, insurance and Series licences) ✓ Narrow by who fits you — passes carried by Languages ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 4 132 filter options visible at once on the results screen, under the headings: Search by Name, Location (WITHIN / ZIP CODE OR CITY), Languages, Licenses & Certifications, Client Demographics, Major Milestones, Compensation, Household Income, Investable Assets. Languages, verbatim and complete: ASL, Cantonese, Dutch, English, French, German, Hindi, Indonesian, Italian, Japanese, Korean, Mandarin, Portuguese, Russian, Spanish, Thai, Vietnamese. Licenses & Certifications, opening options: CFA®, CFP® (“Always included in PlannerSearch results.”), ChFC®, CLU, CPA, PFS, Fixed Annuity Insurance License, Health/Disability Insurance License, Life Insurance License, Property & Casualty Insurance License, and the Series licences. The per-planner call to action is a button labelled “Book Now” sitting inside a form headed “Schedule a Consultation”. Its fields are Company website, Name (required), Email (required), Phone (optional), plus a hidden cf-turnstile-response. The button carries disabled=true, pointer-events:none and opacity 0.5 until the name and email are filled in. What would change this row
Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Of the 9 professional body registers we audited in US, 6 let a consumer reach that person themselves. You are not one of them.
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▶ FPAC Canada · Professional body registers · observed 2026-09-10 ✓ ✓ ✓ ✗ ✗ ✓ 4 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✓ Be found by a machine — passes — Seen, not reachable Name · How they are paid · Specialty +2 more + location Nothing Yes Observed 2026-09-10 Country Canada Segment Professional body registers All controls offered Name, Location, How they are paid, Specialty, Life event (Divorce), Province Route You can see them. You cannot reach them. Machines can read Yes Where we looked fpassociation.ca/find-a-planner This walk ended in nothing .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Specialty, How they’re paid ✓ Narrow by who fits you — passes carried by Life event (Divorce) ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Of the 15 professional body registers we audited, 10 let a consumer reach that person themselves. You are not one of them.
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▶ NAPFA US · Professional body registers · observed 2026-09-10 ✓ ✓ ✓ ✗ ✗ ✓ 4 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✓ Be found by a machine — passes — Seen, not reachable Distance · Client Markets Served (identity/life-stage) · Fee Structure (how they are paid) +1 more + location A queue Yes Observed 2026-09-10 Country US Segment Professional body registers All controls offered Location (ZIP), Distance, Client Markets Served (identity/life-stage), Fee Structure (how they are paid), Technical Areas of Focus (specialty) Route You can see them. You cannot reach them. Machines can read Yes Where we looked napfa.org This walk ended in a queue .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Specialty ✓ Narrow by who fits you — passes carried by Client Markets Served (identity/life-stage) ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Of the 9 professional body registers we audited in US, 6 let a consumer reach that person themselves. You are not one of them.
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No named person at any depth1 ▶ SAIFAA South Africa · Professional body registers · observed 2026-09-10 ✗ ✗ ✗ ✗ ✗ ✗ 0 of 6 ✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails — No route at all Nothing No named person at any depth No Observed 2026-09-10 Country South Africa Segment Professional body registers All controls offered None Route No named person at any depth Machines can read No Where we looked saifaa.co.za/find-an-adviser This walk reached nobody. No named person at any depth .
The six, and what carries each
✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails What would change this row
See a real person at all Publish the individual advisors, not only offices, a switchboard or a form.Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 15 professional body registers we audited, 10 let a consumer narrow by who fits them. You are not one of them.
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