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For Catholic-owned professional practices

Be the practice people find, and the one AI assistants name.

We build and run the website, local listings, reviews and AI visibility for Catholic-owned realtors, advisors, attorneys, dentists and CPAs, with placement in the largest directory of Catholic-owned businesses in the country. Every month you see how many inquiries came in, where they came from, and whether AI assistants named you. You approve. We do the work.

  • Live within 30 business days of your approval, or your onboarding fee comes back
  • A monthly count of inquiries and AI mentions, not traffic charts
  • You own the site, the code and the content from day one
  • Built for SEC, FINRA, state real-estate and Fair Housing rules

From $1,000 a month. 6-month first term, then month to month with 30 days' notice. You own everything you pay for.

The way clients find a professional has changed. Twice.

AI is now a first stop.

45% of US consumers asked an AI assistant for a local-business recommendation in the past year, up from 6% the year before. Among households earning $150,000 or more, AI has already overtaken Google as the starting point for finding a local business (53% vs 49%). Being named in that answer is now part of being found.

Sources: BrightLocal Local Consumer Review Survey, Feb 2026; Yext Consumer Search Behaviors, Apr 2026.

Google answers before anyone clicks.

Google now shows an AI Overview on roughly 40–48% of tracked searches, and AI Mode passed one billion monthly users in July 2026. Being cited inside that answer more than doubles the clicks you get per impression; being merely ranked below it does not.

Sources: BrightEdge via Search Engine Journal, Mar 2026; Alphabet Q2 2026 earnings; Seer Interactive, Apr 2026.

Catholic families are looking for you specifically.

Search "Catholic realtor near me", "Catholic financial advisor" or "Catholic attorney" and the results are small faith directories and individual practitioners, not Zillow or Avvo. That is a small pond you can own, and Discover Catholic Business is already in it.

Sources: DCB retrieval test on Brave Search, Sep 12, 2026 (Brave powers web retrieval for several AI assistants).

What changes for your practice

Four outcomes we work toward every month. Each one is something you can see in your report.

People who look you up find the right practice.

A fast website you own, and the same name, address and specialties on Google, Bing, Apple, Yelp, Facebook and your DCB Premier listing.

You know whether AI assistants name you.

Entity setup, then a monthly check of 20 real client questions across ChatGPT, Google AI Mode, Perplexity and Copilot.

New reviews keep arriving, within your rules.

A uniform review-request system and drafted replies, approved by your compliance reviewer where required.

You see inquiries, not just traffic.

One report and one conversation a month: inquiries, where they came from, AI mentions, and the three things we did.

Plus the Discover Catholic Business network, in every plan

Premier directory listing

$525/month list price: listed first in your category and city, above every other tier, with a monthly newsletter spotlight and an annual blog post.

A profile and dofollow link from a 38,000+-page directory

Google and AI assistants already crawl DCB and cite it for "Catholic [profession]" queries. Your listing page carries LocalBusiness structured data that points at your site.

Spotlight article and Substack feature

Growth and Authority clients get a spotlight read by Catholic families who go looking for Catholic professionals on purpose.

Parish network

DCB runs 24,000 parish pages and an active parish outreach program; we mention Practice Partners clients where it is relevant and permitted.

Your first 90 days

Work we control and deliver, not promised results.

  1. Week 6

    Site live and approved; listings aligned; DCB Premier listing live; baseline AI Visibility check.

  2. Month 2

    First monthly report: inquiries, sources, AI mentions and citations.

  3. Month 3

    Second report compared with your baseline, and a plan for the next quarter.

What we do, in detail

Website you own.

Custom-designed, fast (Next.js on Vercel), mobile-first, accessible, with the state-specific disclosures your licence requires already in the footer. IDX embed for realtors where your broker allows it.

Hosting, security, maintenance.

SSL, uptime monitoring, dependency updates, backups, Core Web Vitals checks. No plugins to break.

Local search.

Google Business Profile, Bing Places, Apple Business Connect, Yelp and Facebook aligned; 40 citations built at onboarding; monthly posts and Q&A.

Reviews, done properly.

A uniform review-request system (the only kind the SEC Marketing Rule allows for advisors), drafted responses and recency tracking.

AI-search visibility.

Entity setup (schema, sameAs links to your licence, LinkedIn and DCB profile), AI crawlers allowed, and a monthly AI Visibility Report: 20 real prompts checked across ChatGPT, Google AI Mode, Perplexity and Copilot. Did they name you, did they cite you, and who did they name instead.

Content, social, one report.

Two posts a month written for your specialties (Growth), scheduled social with your approval, quarterly ad-account audits, managed ads at Authority. One monthly call, one report, one queue.

Does one extra client pay for this? Here is the honest arithmetic.

Pick your profession or enter your own numbers: what one new client is worth in the first year, how long a typical client stays, and how many of ten inquiries you usually turn into clients. The calculator shows how many new clients, and roughly how many inquiries, make Practice Partners pay for itself.

How many new clients cover the cost

Net to you, in dollars

Year one (incl. onboarding)
4
new clients to cover $27,000
Each year after
4
new clients to cover $24,000
On lifetime value
4
new clients a year, at $7,500 each over 1 year
Inquiries that takes
16
a year, about 2 a month. Your monthly report counts these.

Arithmetic only: it divides the retainer by the value you entered. It does not predict how many clients or inquiries any plan will produce.

Worked examples using published 2026 numbers (Growth plan, $24,000/yr)

If you are a…One new client, year oneGrowth breaks even at
Realtor in a median market (median sale $429,100, ~2.5% side, 70/30 split)≈ $7,500 net4 closed sides a year
Luxury realtor ($1M average sale)≈ $20,000 net2 sides
Financial advisor, $750,000 household at 1% (advisors keep 97% of clients year over year, so one household is worth ~$75,000 over ten years)$7,500/yr4 households on year-one revenue; 1 on lifetime value
Family-law attorney≈ $8,000 per matter3 matters
Estate-planning attorney≈ $3,000 per plan8 plans
Dentist (new patient ~$650/yr, $6,500 lifetime)$650 / $6,5004 patients on lifetime value
CPA with small-business clients (~$6,000/yr, ~$40,000 lifetime)$6,0004 clients
Custom builder or architect$43,000–$50,000 per project1 project

Sources: NAR existing-home sales, Aug 2026; Redfin commissions Q3 2025; Schwab RIA Benchmarking 2025; LEXGRO law-firm acquisition costs, Feb 2026; Dentx, Jan 2026; Webtonic and CuFinder accounting benchmarks, 2026. Your numbers will differ, so bring them to the fit call.

One more comparison. Advisors already spend a median of $3,800 to acquire one client (Kitces Research via Investipal, 2025). Mid-market realtors pay $2,500–$8,000 per closed deal from portal leads. Family-law firms pay $1,200–$3,500 per signed case from pay-per-click. Practice Partners is judged against those numbers every month, in writing.

Six weeks to launch. Then a steady monthly rhythm.

This is done with you, not handed to you. You make the decisions only you can make; we do the rest.

01

Fit call and intake (week 0)

Twenty minutes to confirm the economics work for you. Then a short intake form: licences, brokerage or firm, compliance contact, current accounts. We classify your compliance situation before we quote (SEC or state RIA, FINRA rep, state real-estate rules, bar rules), so there are no surprises.

02

Build and approve (weeks 1–5)

A recorded 45-minute copy interview replaces the questionnaire nobody fills out. We design and build on our template, add your state's required disclosures, and submit the whole site to your compliance reviewer once. Launch within 30 business days of receiving your content and approval, or your onboarding fee comes back.

03

Monthly rhythm (week 6 onward)

Week one: report and call. Weeks two and three: content, listings, reviews and technical checks, through compliance, then live. Week four: your requests and next month's plan. Every month you see inquiries, AI mentions and citations, and the three things we did.

What you do and what we do at each stage
WhenYouWe
Weeks 0 to 1Fill in the intake form, sit for one recorded 45-minute interview, send your logo, photos and licences, and introduce your compliance contact.Classify your compliance situation; take a competitor and AI-visibility baseline.
Weeks 2 to 6Review the staging site and approve it.Build the site and disclosures, align listings, build citations, set up your DCB Premier listing (and spotlight draft on Growth and Authority), and handle the compliance submission.
Every monthRead the report, approve drafts, and join the call (monthly on Growth, every two weeks on Authority).Report, content, listings, review requests and drafted replies, technical upkeep, and your request queue.

Choose your pace. Every plan includes the DCB network, and you own everything.

Presence

Listed correctly everywhere clients look, and a clear view of what AI assistants say about you.

Best for: An established practice with an existing site that needs to be found correctly on Google, in AI assistants and in the Catholic community.

$1,000/month

Onboarding $1,500, one time.

Breaks even at 2 closed sides a year for a median-market realtor.

  • Your site fixed or rebuilt, and you own it
  • Consistent listings everywhere, plus 40 citations
  • A quarterly check of what AI assistants say about you
See everything included
  • Audit and fix your existing site, or a 5-page site we build and you own
  • Hosting, SSL, uptime monitoring, maintenance and backups
  • Google Business Profile, Bing, Apple, Yelp and Facebook aligned; 40 citations built at onboarding
  • Schema and entity setup; AI crawlers allowed; llms.txt
  • Review-request system with compliance-safe templates
  • Quarterly AI Visibility check (10 prompts across 4 assistants)
  • One blog post per quarter
  • DCB Premier listing included ($525/mo list price)
  • Monthly one-page report; email support; 5-business-day request queue
Most practices choose this

Growth

A site you own and a monthly program you can measure.

Best for: A practice that wants a new site and an active monthly content, review and AI-visibility program.

$2,000/month

Onboarding $3,000, one time.

Breaks even at 4 new clients a year for a CPA with small-business clients.

  • A custom site of up to 12 pages that you own
  • Two posts a month written for your practice and your city
  • A monthly count of inquiries and AI mentions
See everything included
  • Everything in Presence
  • Custom-designed site, up to 12 pages, IDX embed where your broker permits, intake and booking forms
  • Two blog posts per month written for your practice, compliance-routed
  • Four Google Business Profile posts per month, Q&A and photos
  • Drafted review responses within two business days
  • Monthly AI Visibility Report: 20 prompts across 4 assistants: mention rate, citation rate, share of voice against three competitors, sources cited, actions taken
  • Twelve scheduled social posts per month, with your approval
  • Quarterly ad-account audit (Google, Meta, LinkedIn)
  • DCB spotlight article and Substack feature at launch, refreshed annually; monthly newsletter inclusion
  • Monthly 30-minute strategy call; 48-hour request queue

Authority

For competitive metros: ads, PR and no competing practice in your category and metro.

Best for: A practice in a competitive metro that wants managed ads, digital PR, a compliance liaison and market exclusivity.

$3,500/month

Onboarding $5,000, one time.

Breaks even at 1 project a year for a custom builder or architect.

  • Managed Google and Meta ads, billed to your own accounts
  • Citation and media outreach every quarter
  • Market exclusivity in your category and metro
See everything included
  • Everything in Growth
  • Four content pieces per month, including one short-video script and YouTube optimization
  • Twenty social posts per month plus two short-form video edits from your footage
  • Managed Google and Meta ads up to $3,000/month spend, billed to your own account; Special Ad Category-compliant for housing
  • Quarterly citation push: Reddit and LinkedIn answers, roundup placements, parish and diocesan media pitches
  • AI Visibility Report at 40 prompts with competitor tracking
  • Compliance liaison: we manage submissions to your CCO or broker-dealer queue
  • Market exclusivity: we will not take a competing practice in your category and metro while you are a client
  • Bi-weekly calls; shared channel; 24-hour request queue; semi-annual design refresh

Three seats per metro region

6-month first term, then month to month with 30 days' notice. Pay by bank transfer to skip card fees. Ad spend, paid directories, IDX feed fees and archiving tools are billed separately; we will list them on the fit call.

What we heard from practices like yours

We read several hundred reviews and forum threads from realtors, advisors, attorneys, dentists and CPAs before designing Practice Partners. The same five complaints came up again and again.

The complaintWhat buyers said (2026)What Practice Partners does instead
"I don't own my own website.""Once you stop paying the monthly fee you lose all the work and data." (dentist, r/Dentistry, Jun 2026). FindLaw, Scorpion and most realtor platforms keep the site when you leave.Your site is a standard Next.js codebase in your GitHub account, deployed to your Vercel project. Leave any time and keep everything.
"The content is the same as 10,000 other advisors.""Paste any of their content into Copyscape and you'll see 10,000 other advisor blogs with the same content." (advisor, r/CFP, Sep 2026)Every post is written for your practice, your city and your specialties, then routed through your compliance reviewer. Nothing syndicated.
"Leads on the report, none in the office.""What's your cost per signed case in the last 90 days? Not cost per lead." (attorney, r/Lawyertalk, Sep 2026)Your monthly report shows inquiries, cost per inquiry, and how many AI answers named you. Not traffic charts.
"Twelve-month contract, then they ghosted me.""Impossible to reach anyone. Even their managers will just ghost you." (Luxury Presence review, Trustpilot, Dec 2025)6-month initial term, then 30 days' notice. One person answers your email: the founder. 48-hour request queue on Growth.
"Compliance won't let me."Advisors on broker-dealer platforms routinely have vendor sites rejected.We classify your compliance situation on day one and build the review gate into the schedule. We do not publish a page your reviewer has not approved.

Built for practices where one new client is worth thousands.

Practice Partners is priced for owner-operated practices with a clear economic case. It is a good fit if you are:

A good fit

  • A realtor averaging $600,000+ sales, or working a luxury or relocation niche
  • A financial advisor or insurance professional serving households of $500,000+ (independent RIA, or on a broker-dealer that permits vendor websites)
  • An estate-planning, family-law or personal-injury attorney
  • A dentist, orthodontist or physician in private practice
  • A CPA with business clients, a mortgage broker closing five or more loans a month, an architect or custom builder

Not a fit if

  • You are an employee-channel advisor who cannot own a website
  • You want guaranteed leads or rankings. No honest firm can promise those, and for advisors it would break the Marketing Rule
  • You want "Catholic" used as an ad-targeting signal. That is a Fair Housing problem for realtors, and we will not do it for anyone

Not sure? The fit call is 20 minutes, and we will tell you plainly if a $9.99 listing is the better use of your money.

Frequently Asked Questions

Is this compliant with the SEC Marketing Rule and FINRA 2210?
That is the point of the intake. For RIAs, every page, post and review request goes to your CCO before it is published, testimonials carry the three required disclosures beside the quote (not in a footnote link), there are no performance figures in the template, and we only post to accounts connected to your archive. For FINRA-registered reps, your registered principal pre-approves all static content and we build a 5–10-business-day review window into the calendar. We follow the SEC's December 2025 risk-alert observations and FINRA's current rule; if your firm has a stricter policy, the stricter policy wins.
Realtors: what about my broker, my MLS and Fair Housing?
Your broker approves the site and domain in writing before launch. Your state's display rules (broker name sizing in Texas, licence number in California, brokerage adjacency in Florida, licence-type wording in New York) are built into the footer. IDX only through a broker-approved feed with proper attribution and refresh. Every listing description and caption runs through a Fair Housing phrase check, and we never target ads by religion or any protected class: your Catholic identity describes you, never the buyer or the property. Post-settlement rules (no "free" buyer representation, no compensation offers in IDX) are baked into the copy rules.
What is the contract?
6-month initial term, then month-to-month with 30 days' notice. You can cancel in the first 60 days for any reason and keep the site. There is no auto-renew clause and no early-termination fee after month 6.
What would this cost to hire separately?

Published 2026 rates for each piece on its own:

Custom professional website
$3,000–$8,000 + $85–$149/mo hosting
Local SEO retainer
$575–$1,500/mo
AI-search (GEO) retainer, entry level
$1,000–$2,500/mo
Social media management, basic
$1,000/mo
DCB Premier listing
$525/mo
Monthly reporting and strategy
$500–$800/mo

Sources: WebFX, Thrive, Digital Elevator, SocialRails, DCB pricing pages, 2026.

Why not Wix, Squarespace or my broker-dealer's template site?
Three reasons. First, ownership and portability: a Next.js site in your GitHub account moves anywhere; a builder site does not. Second, speed and technical control: we can ship schema, AI-crawler rules, per-state disclosures and performance fixes in code rather than working around a page builder. Google's own guidance says page experience and crawlability are what matter for AI features, not any special file. Third, the site is only a third of the retainer; the listings, reviews, AI-visibility reporting and DCB distribution are what a template cannot give you. If a $20 builder genuinely fits your needs, we will tell you on the fit call.
I already have a website. Do I have to rebuild?
No. On Presence we audit and fix what you have, provided we can deploy to it. If it is a leased platform site (FindLaw, Scorpion, most realtor platforms), we cannot do technical work on it and will recommend a rebuild you own.
My brokerage or firm already provides marketing. Why pay for this?
Firm-provided marketing promotes the firm. Practice Partners builds an asset in your name that follows you if you change brokerages or go independent. It also covers the things firm programs rarely do: Bing and Apple listings, AI-answer tracking, a review program, and a presence in the Catholic community where your firm has none.
Do you guarantee leads or rankings?
No, and you should be suspicious of anyone who does. We guarantee the launch date, that you own everything, that every month's report shows the work and the inquiries, and, on Authority, that we will not work for a competitor in your market.
What does "AI search optimization" actually involve?
Making your practice easy for AI assistants to recognise, trust and cite: an accurate, consistent presence on the sources they draw from (Google Business Profile, Bing Places, Yelp, Facebook, authoritative directories including DCB), a recent-review record, an entity page on your own site that answers the questions people actually ask, and structured data linking it all together. Then we measure it: 20 real prompts a month across four assistants. Google has said publicly that no special file or markup is required for its AI features, so we do not sell you one. We sell the work that the citation studies show correlates with being named.
How many clients do you take?
Practice Partners is delivered by the founder with a small support team. Capacity is roughly a dozen practices, three of them on Authority. When it is full, it is full.
Is Practice Partners only for Catholics?
It is for Catholic-owned or Catholic-aligned practices, because that is who Discover Catholic Business serves and where its distribution helps. Your site and your marketing serve every client you have, of every background. That is how we write them.
What happens if compliance rejects something?
We revise once at no charge. If a reviewer's policy makes a deliverable impossible (some broker-dealers prohibit any social posting, for example), we swap it for an equivalent deliverable rather than bill you for nothing.

From the founder

I built Discover Catholic Business because I could not find a good way to hire Catholic-owned businesses on purpose. Today the directory has more than 44,000+ listings, a sitemap of 38,000+ pages that Google and the AI assistants crawl, 24,000 parishes, and a small but real audience of Catholic families: 43,000 listing pages opened in the last thirty days.

Practice Partners is what I would want if I were a Catholic realtor or advisor: a site I own, one accountable person, a monthly report I can read in five minutes, and a foot in the door of a community that is actively looking for professionals like me. I build the sites myself on the same stack DCB runs on. I do not promise rankings or leads, because no honest firm can. I promise the work, the ownership, and the numbers.

If the arithmetic above works for your practice, book a call. If it does not, list your practice for free and let the directory work for you anyway.

Founder, Discover Catholic Business

Book a fit call

Ready to be found?

Twenty minutes to check the fit. No pitch deck. If Practice Partners is not right for you, we will say so and point you to the free listing.

 

We reply within one business day. No newsletter sign-up, no automated drip.

Prefer email? hello@discovercatholicbusiness.com

Practice Partners is a service of Discover Catholic Business. Discover Catholic Business is not a registered investment adviser, broker-dealer, law firm or real-estate brokerage, and does not provide financial, legal or real-estate advice. Compliance approval of all client content rests with the client's designated compliance reviewer.

Sources
  1. BrightLocal, Local Consumer Review Survey 2026 (Feb 11, 2026). brightlocal.com/research/local-consumer-review-survey/
  2. Yext, Consumer Search Behaviors 2026 (Apr 23, 2026). yext.com/resources/consumer-search-behaviors-findings
  3. Search Engine Journal / BrightEdge, AI Overviews across nine industries (Mar 1, 2026). searchenginejournal.com/google-ai-overviews-surges-across-9-industries/568448/
  4. Alphabet Q2 2026 earnings remarks (Jul 22, 2026). blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/
  5. Seer Interactive, AIO impact on CTR 2026 update (Apr 24, 2026). seerinteractive.com/insights/aio-impact-on-google-ctr-2026-update
  6. Google Search Central, AI features and your website (Dec 10, 2025). developers.google.com/search/docs/appearance/ai-features
  7. SEC, Marketing Rule Risk Alert (Dec 16, 2025). sec.gov
  8. FINRA Rule 2210 and Regulatory Notice 26-14 (Jul 9, 2026). finra.org
  9. NAR, Existing-Home Sales August 2026 (Sep 10, 2026); 2026 Code of Ethics; Summary of 2024 MLS changes. nar.realtor
  10. Redfin, commissions Q3 2025. redfin.com/news/commissions-q3-2025/
  11. Schwab, 2025 RIA Benchmarking Study. aboutschwab.com/ria-benchmarking-study-2025
  12. Kitces Research via Investipal, advisor client-acquisition cost (2025). investipal.co
  13. LEXGRO, law-firm client acquisition cost (Feb 20, 2026). lexgro.com/insights/law-firm-client-acquisition-cost/
  14. Dentx, cost of a new dental patient (Jan 26, 2026). dentx.ca/blog/dental-new-patient-cost/
  15. Webtonic and CuFinder, accounting-firm client value benchmarks (2026). webtonic.io; cufinder.io
  16. DealMachine, cost per closed deal by lead source (2026). dealmachineos.com
  17. Vendor pricing: webfx.com, thriveagency.com, thedigitalelevator.com, socialrails.com, fmgsuite.com, snappykraken.com, indigomarketingagency.com (fetched Sep 12, 2026)
  18. Buyer quotes: r/Dentistry (Jun 2026), r/CFP (Sep 2026), r/Lawyertalk (Sep 2026), Trustpilot reviews of Luxury Presence (Dec 2025)
  19. Directory figures: Discover Catholic Business database, September 2026 (listings, parishes, categories, listing-page views in the prior 30 days, sitemap URL count)