When people ask ChatGPT, Claude, or Gemini for financial advice or advisor recommendations, will they find you? Get a free AI visibility audit.
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How advisors are performing with AI-powered search
Of people now use AI for financial research
Average AIV Score for financial services
Average improvement after optimization
We track financial advisors, wealth managers, and financial planners to understand how they perform with AI systems. Top-performing professionals have optimized their content for AI visibility, resulting in significantly more qualified client inquiries.
Why many advisors struggle with AI visibility
Fear of compliance issues leads to generic, overly cautious content that doesn't demonstrate expertise or answer client questions. Balance is possible.
People ask AI: "How to save for retirement" or "Should I pay off debt or invest?" Without educational content, you won't appear in these searches.
"All financial services" doesn't help AI match you to clients. Specific niches: retirees, young professionals, business owners, high net worth — clarity matters.
How you work with clients, planning process, what to expect, typical engagement — AI needs this to confidently recommend advisors to specific situations.
How top-performing advisors get found
Compliant educational articles on planning, investing, retirement, taxes. AI rewards advisors who educate, not just sell.
Clear pages for client types you serve: retirees, business owners, young families. AI matches intent to specialization.
How you work: discovery, planning, implementation, ongoing service. Clear process helps AI understand your approach.
CFP, CFA, fiduciary status, investment philosophy, fee structure. Concrete facts AI can reference when recommending.
Compliant, expertise-driven content that works with AI systems
We analyze how often AI systems mention you when people ask for financial advice. Compare your visibility to other advisors in your specialty.
Example: We test prompts like "financial advisor for retirement planning" or "best wealth manager in [your city]".
We identify what content your competitors have that you're missing. Educational articles, client specialization, process pages — ranked by impact.
Common gaps: No educational content, missing client type pages, unclear planning process.
We create compliance-aware financial content: educational articles, service descriptions, planning guides. All verified and optimized for AI. Delivered in 48 hours.
Quality guarantee: Compliance-reviewed, SEO optimized, plagiarism-free, AI detection <45%.
Join financial professionals getting found by more clients through AI-powered search
Get Started FreeNo credit card required • Free audit • Results in minutes