Sample method photograph6documented observations
- 01SurfacePublic page and response
- 02ContextConsultation trust
- 03DecisionEvidence-backed next step
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Common public-path risk · Consultation trust
Financial and Insurance Advisors
Compliance-driven caution leads to public pages that describe services in vague, boilerplate language, so a visitor cannot tell what makes this advisor different or whether their specific situation is even a fit, and they stall before ever requesting a consultation.
Public pages only. The $97 report comes after the result.
Public pages onlyInspect the method →
Sample method photographObservation register · source-bound
What Revvye can inspect on this public path.
These are sector-specific observation prompts from the industry registry. Your result only includes signals the scan actually detects.
- 01
Whether service pages describe the client situations and life stages the advisor actually works with, not generic boilerplate.
- 02
Whether the consultation or intro-call path is a single clear step, separate from any account-opening or product-sale language.
- 03
Whether required disclosures and credentials are visible without burying the actual value proposition beneath them.
- 04
Whether reviews or client stories, where compliance allows, describe a specific type of engagement rather than vague satisfaction.
- 05
Whether the public site clarifies fee structure or engagement model in general terms, so a visitor can self-qualify before reaching out.
- 06
Whether AI crawlers can read the advisor's specialty and process pages, not just a compliance-approved but thin homepage.
Public failure patterns
Described. Not claimed.
These are documented sector patterns, not customer findings. A scan must observe the signal on your URL before it becomes part of your result.
- 01
A services page listing 'retirement planning, insurance, investments' with no description of which client situations each one actually fits.
- 02
A consultation request form that reads identically to an account-opening application, creating hesitation before the first conversation even happens.
- 03
Required legal disclosures placed above the actual description of services, so a visitor loses interest before reaching the value proposition.
- 04
No indication anywhere on the site of typical client profile, account minimums, or engagement style, leaving every visitor unsure if they qualify.
- 05
A bio page listing credentials and certifications with no explanation of what those credentials mean for the client's actual decision.
Fix posture · after observation
A sequence for deciding what to change first.
This is a sector playbook, not a promised outcome. The detected evidence still determines whether any step belongs in the actual work order.
- 01
Describe the specific client situations and life stages served, not just a list of product categories.
- 02
Separate the low-commitment 'start a conversation' step from any account-opening or formal engagement language.
- 03
Keep required disclosures visible but placed so they don't crowd out the actual value proposition.
- 04
Signal typical client profile or engagement style in general terms so visitors can self-qualify before an initial call.
Published rule boundary
Sector context cannot invent a rule match.
The scan engine exposes 43 named public checks. Relevant rule definitions appear here only when the sector registry cites their real ids.
CRAWLER_BLOCKED_BY_ROBOTS_TXTAI crawler disallowed by robots.txt
Observes
robots.txt fetched from the domain root · per-bot Allow/Disallow evaluation via robots-parser · the matched robots.txt line number for the blocking rule
Does not measure
Detects only what robots.txt declares for the named bots Revvye tracks; it does not verify whether the engine actually honored the rule, nor whether the bot was blocked by a firewall/WAF the scanner cannot see.
structured-data.faqpage.incompleteFAQPage schema missing required properties
Observes
presence of an FAQPage node · required prop: mainEntity (the question/answer list)
Does not measure
Verifies the mainEntity property exists; it does not judge whether the questions match real customer intent.
homepage_missing_schemaHomepage has no detected schema markup
Observes
the schema_summary derived from the homepage during the scan
Does not measure
A presence signal at the homepage level; rich-result eligibility detail is graded by the Structured Data rules above.
Sector boundary questions
What the public scan can—and cannot—answer.
01Will Revvye ask me to publish specific investment performance or returns?+
No. Revvye never recommends publishing performance figures, account minimums as a compliance matter, or any regulated claim. Any such disclosure decision stays with the advisor and their compliance team. // founder/legal review
02How does Revvye handle required regulatory disclosures on the page?+
Revvye does not evaluate legal sufficiency of disclosures — that is a compliance and legal question, not a scan question. It only flags when disclosure placement visually buries the actual service description a prospect needs to read. // founder/legal review
03What if my business is entirely referral-based and I don't want more public inquiries?+
The scan still applies. A referred prospect still visits your site to confirm what they were told before reaching out. Revvye checks whether that visit confirms or undermines the referral.
04Will AI assistants invent investment claims from my thin homepage?+
They might paraphrase whatever public text they can fetch, which is why vague boilerplate is a risk. Crawlable pages that name client situations, the first-conversation step, and required disclosures — without performance promises — give machines less room to guess. Revvye flags crawl access and schema gaps. It never asks you to publish returns.
Observe the path before prescribing the fix.
The sector pattern is context. Your URL supplies the evidence.Return to the scanner →
Run this sector against your URL.
Public pages only. The $97 report comes after the result.