SEO for financial advisors and insurance agencies

Earn the trust AI needs to recommend your firm.

People now ask AI how to choose a financial advisor or insurance agent before they ever call. We make your firm easy to understand, verify, and recommend, with every word cleared by your compliance process.

Get your firm's auditSee pricing
Financial advisors and insurance
ANSWER ENGINE
  • ChatGPT
  • Gemini
  • Perplexity
  • Copilot
  • AI Overviews

Fee-only financial advisor for retirement planning near me?

  1. Your firm CitedCredentials listed, clear fees, retirement focus

Sources: yourfirm.com · Google reviews · public registration records

Illustration. We track how ChatGPT, Gemini, Perplexity, Copilot, and Google AI answer the questions your customers ask.
Advisor meeting
Office
Advisor portrait

01 / How clients choose now

People now ask AI about money, and about who to trust with it.

66%

of Americans who have used generative AI have used it for financial advice

Intuit Credit Karma, September 2025

67%

of educational finance searches show a Google AI Overview

BrightEdge, January 2026

25%

of affluent investors say AI search tools play a role in finding an advisor

Wealthtender, August 2025

Before a first meeting, prospects search, read reviews, and increasingly ask AI to explain their options and suggest a shortlist.

02 / Where AI looks

Where AI gets its answer about your firm

  1. Your websiteClear service pages, who you work with, how you are paid, and your credentials, in plain, crawlable text.
  2. Credential and regulator recordsPublic registration records and professional designations that confirm who you are.
  3. Listings and directoriesGoogle Business Profile, Bing Places, Apple Maps, and professional association directories.
  4. Third-party mentionsLocal media, expert quotes, community involvement, and reviews where your firm's rules allow them.

03 / What we do for financial firms

A playbook built for trust

Answer-first planning content

Articles and FAQs that answer the questions clients ask, such as how to plan for retirement or choose coverage, written for your review.

Advisor and agent profiles

Bio pages with credentials, designations, and experience for each advisor or agent, the trust signals Google and AI look for on money topics.

Consistent profiles everywhere

Google, Bing, Apple, and association directories aligned to one identity for the firm and each advisor.

GoogleBingAppleYelp

Reviews, where allowed

A compliant review process only where your firm's rules permit client reviews.

Fast, lead-ready website

A site that loads quickly on a phone and makes booking a first conversation simple.

Expert PR

Expert commentary and local stories that earn mentions in financial and regional media (Authority plan).

04 / Compliance

Built around your compliance review.

  • Nothing is published until you or your compliance team approves it.

  • We never promise investment returns or coverage outcomes.

  • Testimonials and reviews are used only where your firm's rules allow them.

  • We keep client information out of our marketing tools. Forms connect to your own systems.

05 / Recommended start

The usual starting point for an independent firm

Start with the audit
  • Silver or Gold website$1,999 or $3,899, with service and advisor pages
  • Visible or Growth plan$699 or $1,499 a month
  • BundleYour first plan month is free when you build and start a plan together

Frequently asked questions

Can you work with our compliance review process?

Yes. We build review time into every content calendar, and nothing goes live until it is approved.

Do you work with insurance agencies as well as advisors?

Yes. Independent insurance agencies use the same system, with pages built around the coverage you offer and the communities you serve.

Can we use client reviews?

Only where your firm's rules allow them. If they are not allowed, we build trust through credentials, content, and third-party mentions instead.

Do you work with advisors inside a larger broker-dealer or agency network?

Yes, within your network's marketing guidelines. Many networks have their own approval steps, and we work within them.

Find out which firms AI recommends instead of yours.

Our audit shows how ChatGPT, Gemini, Perplexity, Copilot, and Google answer your prospects' questions about choosing an advisor or agent today, and what to fix first.

Get your firm's audit for $499

Replies within one business day.