The Essential Digital Setup for Consultants: Finance, Legal and Business Advisors

Written By Harrison Scott

Running a consultancy is built on expertise and trust. Whether you’re a financial advisor, a business consultant, or a legal practice, your reputation is everything. Most of your work may come through referrals and word of mouth, but the first thing potential clients do before they call you is search for you online.

If your digital setup isn’t sorted, you could be invisible to new clients, or worse, you could look out of date. Here’s why getting your consultancy website, SEO, social media, Google Business Profile, newsletters, and online ads right is essential for growth.

1. Your Website = Your 24/7 Office for Clients

For a consultancy, your website is more than just a page on the internet — it’s your permanent office, open 24/7.

Think about it: if someone searches “business consultancy Sydney”, “financial advisor Melbourne”, or “family lawyer Brisbane”, they’ll click through to your site before they decide to contact you. What they see there will either build trust or raise doubts.

A strong consultancy website should:

  • Clearly outline your services (legal advice, tax planning, HR strategy, business coaching).

  • Demonstrate credibility with client testimonials or case studies.

  • Make it easy to connect (booking links, enquiry forms, phone/email).

  • Showcase thought leadership with blogs, FAQs, or downloadable guides.

An outdated website signals risk in industries where clients are looking for security.

2. Google Business Profile = Being Found First

Your Google Business Profile is often the first place potential clients see you, sometimes before your actual website.

When someone searches “legal consultancy near me”, “tax advisor Sydney”, or “business consultant Brisbane”, a polished profile can make all the difference.

A strong Google Business Profile gives clients:

  • Verified, up-to-date contact details.

  • Reviews that establish trust and credibility.

  • Photos or posts that show you’re active, professional, and approachable.

For local consultancy work — like legal firms serving specific suburbs, or financial advisors working within a city, your Google profile can directly drive enquiries.

3. SEO = Showing Up Where Clients Search

Search Engine Optimisation (SEO) is how you make sure your consultancy shows up when potential clients are looking.

Clients search things like:

  • “small business legal advice Melbourne”

  • “financial consultancy Sydney”

  • “HR consultant for startups”

If your site isn’t optimised, your competitors will be the ones they find.

Good consultancy SEO includes:

  • Using industry keywords on your site (finance, legal, business).

  • Structuring your pages so Google knows exactly what you do.

  • Creating content that answers real client questions.

The goal? When someone searches for help in your niche, you’re the one they see.

4. Social Media = Building Your Consultancy’s Presence

You might think social media is just for lifestyle brands, but for consultancies, it’s all about credibility and visibility.

For finance consultancies, LinkedIn is a must: share updates on regulation changes, financial planning tips, or client case studies.
For legal consultancies, posting short, jargon-free updates about changes in the law helps demonstrate authority.
For business consultants, Instagram, LinkedIn, and even TikTok can show the personality behind the practice.

Consistent branding and posting shows clients you’re approachable, knowledgeable, and active. Simple wins include sharing articles, client success stories, or quick “explainer” posts.

5. Newsletters & Email Marketing = Staying Relevant

Consultancy work is often about timing. A potential client might not need you today, but in three months, when they do, will they remember you?

That’s where newsletters and email marketing come in. Collecting client emails and sending updates is one of the simplest ways to stay top-of-mind.

Your consultancy emails might include:

  • Insights into new laws or regulations.

  • Seasonal tax reminders.

  • Business tips, checklists, or mini-guides.

  • Invitations to webinars or events.

The goal isn’t to spam, it’s to remind clients you’re ready when they need you.

6. Online Ads = The Strategic Boost

Sometimes, you need more than organic reach. That’s where online ads come in.

For financial consultancies, Google Ads can target people searching for “retirement planner Sydney” or “investment advice Melbourne.”
For legal consultancies, ads can help promote specific services like “family law consultations” or “property settlement advice.”
For business consultancies, LinkedIn Ads can target decision-makers in specific industries or locations.

Ads work best when:

  • You’re launching a new service.

  • You’re trying to fill quiet periods.

  • You want to boost awareness quickly in a competitive market.

Wrapping Up

At the end of the day, consultancies succeed on trust, expertise, and relationships. But in your digital setup: your website, SEO, Google Business Profile, social media, newsletters, and online ads, is what gets you in front of clients in the first place.

The challenge? Most consultants are too busy focusing on client work to manage the digital side. That’s where Get You Set comes in, with ready-to-go services that handle the heavy lifting, so you can focus on what you do best: advising your clients.

Harrison Scott
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