People ask Ai who to trust with their money. Be a verifiable answer.
Prospects ask Ai how to find a fiduciary, what advisors charge and who works with people like them. The answers lean on regulatory records, credentials and plain explanations. Advisors who make those easy to confirm, within the rules, earn the introduction.
- We’ll test the questions prospects ask before they meet an advisor
- Free, no obligation
- Plain-English findings
The searches that decide who gets named
Short, real searches we track for financial advisors, engine by engine. Answering them clearly, on your site and across the web, is how you get named.
- financial advisor near meLocal presence and reviews decide the shortlist.
- fiduciary financial advisorClear, verifiable status wins.
- how much does a financial advisor costFee explanations get quoted.
- retirement planning advisorSpecialty pages matter.
- fee-only vs commission advisorPlain comparisons are quoted.
- financial planner for [profession]Niche focus gets named.
The verifiable trust test
Prospects check records before they book. We look at whether engines can confirm who you are, how you are paid and who you serve.
- Regulatory recordsYour SEC or state adviser record and FINRA BrokerCheck entry consistent with your site.
- Fee and fiduciary clarityHow you are paid, what the standard of care is and what clients can expect.
- Who you serveClient types, life stages and specialties explained plainly.
- CredentialsCFP and other designations used correctly and verifiable at the issuing body.
- Compliance reviewA workflow so every page and reply is approved before it goes live.
Sources that shape recommendations
Sources that commonly feed Ai answers and search results for financial advisors. Your audit confirms which ones matter in your market.
SEC adviser search and FINRA BrokerCheck
Public regulatory records that confirm registration and history.
Google Business Profile and local pack
Reviews, services and the results people tap first.
CFP Board and professional directories
Designation verification and advisor finders.
Fee-only and planning associations
Membership directories that signal business model.
Local and financial press
Coverage and expert commentary that names advisors.
Your planning and fee pages
Approach, fees and who you serve in plain text.
What gets you named beyond your own site
Ai engines weigh what other sites say about you. Backlinks, brand mentions and reviews are the three levers, and each runs through different sources in financial advisors.
Backlinks from associations, press and professional partners
Planning associations, local press, estate attorneys and CPAs link to advisors who contribute real expertise. We pursue the ones you qualify for.
Brand mentions as a trusted local voice
Expert quotes, workshops and directory profiles tell engines who you serve and how, subject to your compliance rules.
Reviews, run through compliance
Rules on testimonials and reviews depend on your registration and regulator. We work with your compliance officer on what to request and how to reply.
Where we focus first
Answer the questions prospects ask
Plain-language planning, fee and approach pages written to be quoted, within your compliance process.
Win local and niche searches
Profile optimization, directory consistency and focused content for the clients you want.
Keep prospects and clients informed
Compliant newsletters and education that stay useful between meetings.
What’s different for financial advisors
SEC and FINRA advertising rules
Registered advisers face marketing rules covering testimonials, endorsements and performance. Broker-dealer communications fall under FINRA standards. We work to your regulator and your compliance officer.
No guarantees or performance claims
Never promise returns or imply them. Any performance content needs your compliance team’s approval.
Reviews and testimonials
What you may request, display or respond to depends on your registration. We follow your firm’s policy.
Recordkeeping
Many firms must keep records of marketing communications. We build in a review and archive step.
See how Ai sees your advisory firm
Find out whether ChatGPT, Gemini, Perplexity and Google name your firm for the questions prospects ask before they hire an advisor, who they name instead, and what would change that.
- Engine-by-engine checkMentions and citations across every major Ai engine
- Competitor comparisonWho gets named for your buyer questions
- Trusted-source mapReview sites, directories and publications Ai leans on
- Prioritized quick winsSite, schema, reviews and mention fixes, ranked
Request your free Ai financial advisor audit
Free and no obligation. We’ll email your findings in plain English.
Questions, answered
Still deciding? Start with the free audit and we’ll show you where you stand.
Does Ai recommend financial advisors?
Engines answer questions about advisors and surface firms, often drawing on regulatory records, directories and firm websites. Verifiable, consistent information is what gets an advisor named.
Can you work with our compliance officer?
Yes, and we prefer to. Every page, post and review reply goes through your approval process before it is published.
Can we use client reviews?
It depends on your registration and the rules that apply. We follow your compliance policy and never request or display anything it does not allow.
Should we publish our fees?
Explaining how you are paid, clearly and consistently with your disclosure documents, helps engines quote you and prospects trust you.
Your next customer is asking Ai right now. Make sure it says your name.
Start with a free Ai visibility audit, or pick a plan and we’ll get to work.