The Brand Index: Clarity

Can a stranger tell who your firm serves?

Can a stranger tell who your firm serves?

Can a stranger tell who your firm serves?

Usually not. Across the eight advisory firm websites in the Brand Index, Clarity averaged 2.4 out of 5. Seven of the eight never said who the firm serves in the first screen a visitor sees.

Usually not. Across the eight advisory firm websites in the Brand Index, Clarity averaged 2.4 out of 5. Seven of the eight never said who the firm serves in the first screen a visitor sees.

2.4

2.4

out of 5, the average across eight advisor websites

By Josh Passler, former financial advisor. Published October 21, 2026.

What Clarity measures

Clarity asks one thing. Can someone who has never heard of you tell, within a few seconds, who the firm is for and what it solves? We score it from the live homepage alone.

What the eight sites did

The first screen held a motto, a portrait, a photo of an office building, or a line about the future. The audience showed up one scroll later, often as a list of four or five groups. One site changed its headline three times in a single visit. One site named a category of service and never named a client.

The one site that scored a 5

It named its client, the window of time that client faces, and the decisions they have to make. All of it fit in the first screen. That firm also scored highest on every other axis.

How to fix it

Write one sentence that names the person you serve and the problem they bring you. Put it at the top of the homepage, above any photo. If you serve several groups, lead with the one that brings you the most business.

Check your own site

Show your homepage to someone outside the industry for five seconds. Ask who it is for. If they say “people with money,” your score is a 1 or a 2.

Next step: Request a free audit

Next

Cover your logo. Could your homepage belong to the firm down the street?

Cover your logo. Could your homepage belong to the firm down the street?

Cover your logo. Could your homepage belong to the firm down the street?

Show me where I stand

30 minutes. I’ll walk you through what prospects see and where they drop off.