Use case · Financial Advisors
Clients ask AI who to trust with their money. Be the advisor it names.
Picking a financial advisor or wealth manager now starts with a question to AI. "Who's the best fiduciary near me?" returns a short list of names and a read on credentials. We make sure yours is on it.
FA
01 · The queries
What your buyers actually ask AI.
Live, high-intent prompts in your category — the kind a buyer runs minutes before they decide who to contact. We map 80+ of them per engagement and re-run the set every week.
- 01“best fee-only financial advisor in [city]”
- 02“fiduciary wealth manager for [net worth] near me”
- 03“is [your firm] trustworthy — what are the reviews?”
- 04“best advisor for [retirement / business owners / inheritance]”
- 05“CFP vs CFA — who should I work with for [goal]?”
02 · The sources
Where AI looks for financial advisors.
Every industry has its own citation landscape. These are the sources engines reach for when composing an answer in your category — and where we do the work.
- 01
NAPFA, SmartAsset, Wealthramp
Advisor directories engines read for fiduciary status, credentials, and fit.
- 02
FINRA BrokerCheck + Google reviews
Live-parse engines weigh verifiable standing and review sentiment heavily.
- 03
FinancialService + Person schema
Markup for credentials (CFP, CFA), specialties, and client profiles engines parse.
03 · What we do
Built for financial advisors.
We get your firm placed across the advisor directories AI trusts, build a review and credentials layer that holds up to scrutiny, and structure your specialty data so engines recommend you for the exact clients you serve best.
High
trust — AEO rewards verifiable credentials and clean standing.
80+
client-intent queries mapped per firm, re-run weekly.
Month 3
visibility-score improvement, guaranteed.