The Brand Index: Narrative

Does your website sound like your clients or like your industry?

Does your website sound like your clients or like your industry?

Does your website sound like your clients or like your industry?

Like the industry, on almost every site we scored. Narrative averaged 2.1 out of 5, and seven of the eight firms scored exactly a 2. The words that give it away are holistic, personalized, journey, empower and peace of mind.

Like the industry, on almost every site we scored. Narrative averaged 2.1 out of 5, and seven of the eight firms scored exactly a 2. The words that give it away are holistic, personalized, journey, empower and peace of mind.

2.1

2.1

out of 5, the average across eight advisor websites

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

What Narrative measures

Narrative asks whose language the site uses. Clients describe their problems in plain words. Advisors describe their services in the words advisors use with each other. A prospect trusts the first one.

What the eight sites did

Homepages spoke in mood and values. The firm’s real voice showed up somewhere else: founder quotes, an About page, an article. On several sites the interior pages sounded like a person and the homepage sounded like a brochure.

How to find your clients’ language

Write down what your best clients said in the first meeting, before they knew your vocabulary. Read your reviews. Listen to how they describe you when they refer a friend. Those are your headlines.

How to fix it

Find the best paragraph on your site that sounds like you. It is often on the About page. Rewrite the homepage in that voice.

Check your own site

Search your homepage for holistic, journey, tailored and peace of mind. Each one is a sentence a prospect has read on every other site.

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.