๐Ÿ›ก๏ธ AdvisorGro Shield

Protect the trust
you've already built.

Shield monitors your Google reviews, compliance disclosures, domain health, and online presence โ€” and sends you a quarterly report with everything flagged and fixed. Automated where possible. Human-reviewed quarterly.

Get Shield โ€” $97/mo โ†’
Quarterly human review
Automated monitoring
Urgent alerts
Glynac audit trail
What Shield watches

Eight checks. Always running.

Shield covers the things prospects check after they hear your name โ€” before they ever call you.

1

Google Business Profile

Accuracy, completeness, unanswered reviews, and one firm update per quarter prepared for approval.

2

Google Visibility

What prospects see when they search your firm name and key local terms. Slipping rankings flagged.

3

Reputation Monitoring

Google, NAPFA, BrightLocal, Paladin, and other key listings checked for negative reviews or bad data.

4

Ad Tracking Health

Campaign leads tracked correctly so you always know which ads are actually producing inquiries.

5

Marketing Content Gaps

Outdated or missing marketing language flagged. Fixes drafted and packaged for compliance review.

6

LinkedIn Profile

Advisor profile reviewed for current information, clear services, positioning, and referral trust gaps.

7

Domain & SSL Health

Domain and certificate expiry monitored so nothing takes down your site during prospect due diligence.

8

Email Inbox Health

Firm emails checked for spam risk so your messages actually reach prospects and clients.

Quarterly Shield Report

Every quarter: red, amber, green.

Shield reports are designed to be simple. What changed, what's fine, what needs attention, and what action is recommended.

Shield Report โ€” Q2 2026Delivered
Google & Reputation
Google Business Profileโœ“ GREEN
Unanswered reviewsโš  2 PENDING
NAPFA listing accuracyโœ“ GREEN
Compliance & Content
ADV Part 2 linkโœ“ GREEN
Footer disclaimersโš  OUTDATED
Performance languageโœ— FLAGGED
Technical
SSL certificateโœ“ 310 days
Domain renewalโš  45 days
Email deliverabilityโœ“ GREEN
2 items need action ยท 1 critical ยท Draft responses included

You always know exactly what to act on.

Shield doesn't just flag problems โ€” it tells you what they mean and provides draft fixes ready for your compliance review.

Green โ€” No action needed

This item is clean. We'll keep monitoring it.

Amber โ€” Recommended action

Worth addressing this quarter. Draft fix or response included.

Red โ€” Needs immediate attention

You'll receive an urgent alert and a compliance-ready fix draft.

Glynac-backed

Every compliance-related finding and fix is routed through Glynac with a full audit trail โ€” so your CCO has everything they need, packaged and ready to approve.

What you receive

Concrete deliverables. Every quarter.

๐Ÿ“‹

Digital Presence Audit

A baseline review at onboarding: Google, search results, LinkedIn, domain health, directories, and email.

๐Ÿ“Š

Quarterly Shield Report

Red, amber, and green status for every monitored item with one recommended action where needed.

๐Ÿšจ

Urgent Alerts

Email and SMS for issues that can't wait โ€” domain expiry, critical review, or compliance flag.

๐Ÿ’ฌ

Review Response Drafts

Draft responses for Google reviews ready to approve, edit, or decline before they go live.

๐Ÿ’ผ

LinkedIn Recommendations

Specific profile edits to improve clarity, trust, and consistency with your campaign positioning.

๐Ÿ“ฆ

Compliance-Ready Packages

Proposed content fixes packaged for your CCO's review โ€” delivered through Glynac with audit trail.

Pricing

Simple annual protection.

Designed to run mostly automated โ€” so the price stays low and the value stays high.

AdvisorGro Shield
Shield
$97/mo
Billed annually at $997/yr ยท Cancel anytime
  • โœ“ All 8 monitoring checks โ€” automated weekly
  • โœ“ Quarterly Shield Report (red/amber/green)
  • โœ“ Urgent alert notifications (email + SMS)
  • โœ“ AI-drafted review responses
  • โœ“ LinkedIn profile recommendations
  • โœ“ Annual Digital Presence Report
  • โœ“ Glynac-backed compliance audit trail
  • โœ“ Free audit included at onboarding

Starts with your free audit. No setup fee.