Be found on Google. Be cited by AI.
We run SEO and AEO (AI SEO) for financial advisors as one engagement. SEO gets your firm ranked in Google and Maps. AEO makes it the source ChatGPT, Gemini, and Google AI Overviews cite when prospects ask for an advisor. Advisors only, since 2010.
Why both matter
Prospects check Google and ask AI. Your firm needs to show up in both.
96%
of prospects research an advisor online before the first call, even after a strong referral
Wealthtender, 2025
8.7%
of all advised investors used an AI tool to help find their advisor
Ficomm Partners, 2026
25%
of advised investors under 45 used an AI tool such as ChatGPT in their search
Ficomm Partners, 2026
What we do
Two services, one team, one site
SEO for financial advisors
Rank for the searches your ideal clients make, across local, organic, and technical, and measure it in booked meetings, not traffic.
Keyword strategy for advisory niches
Targets built around the searches with real client intent, such as retirement income, equity compensation, and exit planning, not vanity traffic.
Local SEO and Google Business Profile
Work aimed at Maps and near-me searches, where high-intent local prospects often start.
Technical and on-page work
Schema, site speed, crawlability, and clean site architecture, the foundation the rest builds on.
Content roadmap
Pages and posts mapped to the questions prospects ask at each stage, written for your niche.
Plain-English reporting
Monthly reports in the units that matter: rankings, qualified leads, and booked meetings.
AEO (AI SEO) for financial advisors
Make your firm structured, citable, and visible where prospects now ask: ChatGPT, Gemini, Perplexity, and Google AI Overviews.
AI visibility audit
Where your firm appears, and where it does not, across ChatGPT, Perplexity, Gemini, and Google AI Overviews, question by question.
Schema graph
Organization, Person, Service, and FAQ markup tied to one entity, so AI systems resolve one clear firm.
Answer-first content
Key pages restructured so each important question gets a direct, extractable answer of 40 to 60 words.
Author and entity authority
Author pages, credentials, and consistent naming across the site and your public profiles.
Citation monitoring
Monthly tracking of where AI platforms mention your firm, and where competitors are cited instead.
Wondering how SEO, AEO, and GEO relate? Read SEO vs AEO vs GEO. Short version: three names for overlapping work on one site, which is why we run them together.
How the work runs
Measure first, then build, then compound
- Month 1
Audit
Baseline rankings, technical health, and AI visibility, measured against the firms holding the results you want.
- Months 1 to 4
Fix and build
Technical repairs and answer-ready structure first, then content and authority work in priority order.
- Every month after
Compound
Iterate, monitor citations, and report. Rankings often move in 2 to 3 months, and lead flow tends to build over 12 to 18, depending on your market.
Part of one engagement
SEO and AEO come together with content, reputation work, and a LivingSite built for search and AI. See what each package includes and how pricing works.
Not sure organic search and AI visibility deserve the budget? We wrote up the economics, including cost per client and why the channel compounds.
Read Why SEO & AEOCommon questions
SEO and AEO, answered
What is the difference between SEO and AEO?
SEO helps your pages rank in Google and Maps. AEO (answer engine optimization) helps AI tools such as ChatGPT, Gemini, and Google AI Overviews find, understand, and cite your firm in their answers. They share the same site and much of the same work, so we run them together.
Are SEO and AEO sold as separate services?
No. Both are part of one engagement, alongside content, reputation, and a LivingSite. Splitting them into separate retainers would mean paying for the same pages twice. See the pricing page for how the engagement is structured.
How long does it take to see results?
It depends on your market, your starting authority, and how much content already exists. Rankings often start to move within a few months, and steady lead flow is usually a year-plus outcome. We report progress monthly so you can see what is changing.
Can you guarantee rankings or AI citations?
No. Search engines and AI platforms make their own decisions and change often, so no one can promise a specific ranking or a citation. We focus on the work that tends to improve visibility and measure it in qualified leads and booked meetings.
Every day you’re invisible, another advisor gets the call
Advisors only · Since 2010 · Senior-led work