Frequently asked questions.

We’ll create a free homepage design for your firm. Then we’ll walk you through it and recommend a plan built around your goals before you commit.

Your homepage concept and walkthrough are free. A full website and ongoing services are scoped separately.

This is a custom design concept and personal walkthrough, not a free functioning website or an instant software trial.

We handle the website build, content preparation, setup, hosting, and ongoing work included in your plan.

Your firm provides accurate facts, authorized access, and timely approvals. Compliance review, advice, the decision to take on a client, and prospective-client follow-up stay with your firm.

Choose a walkthrough time, confirm your booking details, then answer five short preparation questions. We need the brief before preparing your concept.

A 30-minute personal video walkthrough. Your current website, services, and priorities help us prepare. Please leave out client account details, Social Security numbers, tax documents, passwords, and credentials.

Every plan includes a custom website. DomeBook^™ consultation booking starts with Growth, and DomeChat^™ AI chat starts with Professional. The pricing page compares edit time, search work and the rest side by side.

Service is month-to-month, and ordinary cancellation takes 30 days’ written notice. The listed monthly plans have no setup fee and are billed in advance.

Website edit hours, newsletter scope, and reporting cadence depend on your plan. The pricing comparison shows each plan’s limits side by side before you commit.

Ask us to confirm the process for requests, expected response times, and any work outside the included scope in your agreement.

Website edits within your plan’s monthly allowance are included in your subscription.

If a request needs additional time or falls outside your plan, we agree on the scope and any additional charges before proceeding.

No. The listed monthly plans do not include advertising management or media spend.

Google Ads is a planned, separately scoped offering. Availability, management fees, campaign setup, tracking, and the media budget must be agreed before campaigns begin.

Yes. With DomeChat^™ and DomeBook^™ included and configured, a visitor asking about retirement planning can pick an introductory call time in the conversation and book it on the same page. Contact details they already gave can carry through.

Visitors who prefer can use the full calendar or send an inquiry instead. Your firm decides which meetings are offered, when, and what guests are asked beforehand.

Yes. We agree the questions and next steps with your firm, such as asking whether someone is planning for retirement or reviewing a plan. DomeChat^™ gathers the answers so your team reviews each inquiry with context.

It does not give investment, tax, or financial advice, recommend products, or decide which prospective clients to take on. Your firm handles fit, advice, and follow-up.

Supported website forms and completed DomeChat^™ inquiries are saved in your firm’s DomePortal^™, and each configured recipient gets an email notification. DomeBook^™ keeps booked meetings, such as introductory calls, with guest details and booking answers in its own calendar section.

These tools share your portal, not a single merged inbox. Your team follows up using its own email or phone and can update inquiry notes and contact status in the portal. Setup and access follow your agreed plan.

Supported website forms and completed DomeChat^™ submissions save the visitor’s details to your DomePortal^™. Your team can add others, like a referral from a professional contact, by hand or by CSV import.

Visitors arriving from advertising can use your connected website forms. Forms built into advertising networks and other third-party connections are not included automatically; we confirm any additional capture requirements during scoping. WealthDome^™’s Google Ads management service remains planned.

Each recipient configured for your firm, for example an advisor and an assistant, gets an email with the submitted inquiry details and a link to your DomePortal^™. If the visitor gave a valid email address, you can reply straight from your inbox.

New-inquiry alerts go by email to the recipients your firm chooses. Portal access and email alerts are separate settings, so giving a new associate advisor portal access doesn’t automatically add them to alerts.

Yes. In your firm’s own DomePortal^™, anyone with access, such as an advisor or an operations manager, can view the shared inquiry records, add notes, change contact status, and archive or restore records. Owners and admins decide who has access.

After an advisor calls or emails a prospective client, someone on your team updates the inquiry’s record. DomePortal^™ does not automatically detect those external conversations.

If your plan includes DomeBook^™ and it has been configured, booked meetings such as introductory calls appear in the DomeBook^™ section of your DomePortal^™, along with guest details and booking answers.

Inquiries and DomeBook^™ bookings sit in separate sections of your DomePortal^™, so a booked introductory call is not automatically merged into the inquiry inbox.

No. WealthDome^™ covers how prospective clients find, evaluate, and contact your firm online. It is not a replacement for your CRM, planning, portfolio, tax, or document systems.

You can keep those tools. Any proposed connection to them must be checked for supported functionality and agreed scope; no specific integration is assumed.

DomeChat^™ is a virtual assistant, not a live receptionist. Guided intake and AI-supported answers depend on your configured experience and reviewed firm information.

Personal replies come from an advisor or someone else on your team; an automated answer is not advice from your firm. Visitors should avoid sharing account numbers or other sensitive financial details in chat.

DomeBook^™ supports Google Calendar and Google Meet, Microsoft Outlook Calendar and Teams, and Zoom. Which ones your advisors can connect depends on your firm’s accounts with those services, their permissions, and the meeting options you set up.

We confirm each connection during setup, along with any provider subscription it needs, such as a Zoom account for video calls. Having DomeBook^™ in your plan does not by itself establish which third-party accounts or subscriptions your firm has.

Yes. Each configured team member can have a reusable personal booking link with their own profile and availability, so a client can book with the advisor they already know. They can share it in client messages, alongside booking on your website.

We confirm with your firm who gets a link, such as each advisor, and which meeting types they offer. Team access and configuration follow your agreed plan.

Yes. In the DomeBook^™ section of your DomePortal^™, anyone with the right access can change date-specific availability, working hours, time zones, and consultation settings, for example opening extra times before year-end. We help with the initial setup and keep supporting you within your plan.

DomeBook^™ is included from Growth, with no separate scheduling-software subscription required. Professional and Enterprise also include DomeChat^™ for the connected conversation-to-booking experience.

Configuration, team access, and ongoing support follow your agreed plan. Calendar and video-provider requirements are confirmed during setup.

Yes. Nothing is scheduled until your firm approves it. We draft the writing and design; your team confirms accuracy, completes any compliance review, requests changes, and signs off.

This is a managed service, not automatic compliance review or autonomous publishing. Topics and send dates follow the scope your firm agreed to.

Editions go out through an agreed email-sending provider, not a self-serve newsletter tool in DomePortal^™. If your firm already uses one, we review that setup; otherwise we agree the provider, the audience, and account access before the first send.

We handle sending and list updates, including unsubscribe requests, and review the delivery information your provider makes available.

Your firm needs permission to contact every recipient, whether a client or a professional contact. We confirm the provider and any separate provider fees in your agreement; no particular subscription is automatically included.

Growth includes one managed newsletter per month for one location. Professional provides monthly newsletter coverage for up to three locations, and Enterprise covers the locations agreed for your engagement.

We confirm the audience, edition scope, sending-provider requirements, and any provider fees in your agreement.

You’ll need one before the first send: people who have chosen to receive your firm’s newsletter. We look at the contacts you already have and agree the audience and sending-provider setup with you.

Being a past client or professional contact does not automatically mean someone has subscribed.

Your monthly report covers how the website did, the updates and marketing work completed under your plan, and the priorities we recommend next. We set results against earlier periods and explain what the differences mean for your firm.

Monthly reporting starts with Growth. Search and local-visibility findings reflect the services included in your plan. AI-search findings are included where AI-search work is part of your agreed service, from Professional.

Yes. If your firm already has Google Analytics, perhaps from a previous website, we review it and use the appropriate property where possible instead of creating a duplicate. If not, we arrange a separate property for your website.

Access comes through Google permissions rather than a shared password. Setting up the property and turning on website tracking are separate steps.

Yes. After the property is linked and your Google permissions are set, the Analytics section of your DomePortal^™ opens your Google Analytics property. Detailed charts stay in Google Analytics rather than an embedded WealthDome^™ dashboard.

We help you read the reports within your agreed service. Adding someone to the portal does not by itself give them Google Analytics access.

Not on its own. A form submission, a phone-link click, and a booking are separate actions, and the same prospective client may do all three. A phone-link click is not proof that a call was completed.

The quality of each inquiry, and whether it became a client, needs appropriate tracking or input from your team. We report those outcomes apart from website activity and explain the measurement limits.

No. DomeChat^™ answers general questions from information your firm approves and helps visitors share their contact details and what they need.

It does not give investment, tax, or financial advice, recommend products, or decide which prospective clients to take on. Your team handles advice and follow-up.

Yes. Whether you’re an advisor going independent with no site yet or a firm replacing an old one, we build a custom website around your firm and support you from planning to launch.

Yes. We review your domain access, existing pages, useful content, and the rights to images and other materials. That informs the new site structure, retained content, and any required redirects.

Migration and access are agreed before launch, including any email or other services using the domain. A redesign does not guarantee unchanged rankings or traffic.

AI search optimization helps your firm appear, and be described accurately, when people ask AI tools about services like yours. It is part of SEO & AI search, not a separate product in your plan.

It builds on SEO with useful content your firm has reviewed, accurate business details, appropriate crawler access, and regular checks of the AI searches that matter to your firm. The work follows your agreed plan. No mention, citation, ranking, or new client is guaranteed.

WealthDome^™ retains ownership of the work it creates, including logos, copy, media, website designs, code, software components, and other creative or technical work. Your plan provides use of that work through your active paid service, subject to your agreement. Payment does not transfer ownership.

Your firm retains its rights in pre-existing and supplied materials, its domain, and its business data, including your inquiries. Incorporating those materials into our work does not transfer your rights to WealthDome^™. Third-party materials remain subject to their respective licenses.

Cancellation does not transfer WealthDome^™-created work or include a website buyout, code handoff, or continued hosting and managed services. Any permitted use after the service ends or transition assistance must be expressly agreed in writing. Requests for your firm’s data are separate and remain subject to the agreement.

Before launch, your firm reviews the site’s content, design, and intake setup. You supply accurate firm information, the access we need, and timely feedback, then complete any compliance review and approve the factual claims.

Once the site is live, website support, updates, and marketing carry on under your plan. We explain completed work and the next priorities, and approvals still run through your team, including any compliance review.

Ask visitors only for what an inquiry needs, explain how it will be used, and agree how your firm receives and handles it. Account numbers, Social Security numbers, tax documents, and other sensitive financial details should not be requested in a first sales conversation with WealthDome^™.

Your intake setup, vendors, permissions, and any required notices should match the intake services your firm uses, such as chat or online booking. Our Privacy Policy explains how WealthDome^™ handles information, and how our own inquiries differ from information processed for client firms.

Essentials includes a technical SEO foundation. Growth adds ongoing technical and on-page SEO plus Google Business Profile work. Premium SEO & AI search starts with Professional; Enterprise covers agreed multi-site and multi-location work.

Priorities, publishing scope, and reporting are agreed with your firm, for example which services to write about first. An AI mention or citation shows your firm appeared in an answer; it does not prove an inquiry or a new client.

Yes. Your firm reviews the website content, intake questions, and each newsletter before anything is published or sent. Nothing publishes or sends until you approve it.

We plan review time into your launch, and the 21-day clock pauses while it’s with you. The WealthDome^™ Launch Guarantee counts on your approvals, compliance approvals included, coming in on time, so it helps to book review time early. Your firm remains responsible for its review and its records.

Yes. We add the disclosure links and wording your firm provides, such as Form ADV and Form CRS links, where your firm wants them on the website.

Your firm decides the wording and placement of its disclosures and remains responsible for them.

Your 21-day clock starts at kickoff. It pauses for things outside our hands, such as your compliance approvals or missing materials, and if a delay on our side takes launch past day 21, we refund your first month. Refunds don’t stack.

Your 30 days start when your website goes live, not when you first pay. Cancel in writing within them and we refund every payment for the engagement.

No. The WealthDome^™ Launch Guarantee covers the 21-day launch and the refund window, never rankings, AI answers, inquiries, new clients, assets or revenue.