AI SEO & GEO OPTIMIZATION FOR FINANCIAL ADVISORS

How Visible Is Your Firm in AI Search?

Discover how clearly your website communicates your services, expertise, and market authority to search engines and AI-powered platforms.

Complete this brief assessment, and we’ll review your current online presence to identify visibility gaps, content opportunities, and practical ways to strengthen how your firm may appear across Google and AI-driven search experiences.

Step 1: Your Firm

First name

Last name

Email

Phone

Company name

Website URL

Which best describes your firm?

Step 2: Your Audience and Market

Who is your ideal client?

Briefly describe the people or businesses you most want to attract. You may include approximate age, occupation, financial situation, life stage, or primary concerns.

What makes your firm different?

Describe your experience, process, specializations, credentials, philosophy, or anything else that helps distinguish your firm.

What is your primary service area?

List the primary city, state, region, or national market you serve.

Are there any additional markets you want to reach?

List any additional cities, states, regions, or client markets you would like to target.

Do you have a Google Business Profile?

Yes

No

I’m not sure

Step 3: Your Visibility Goals

Which services or areas of expertise are your highest priority for growth?

List up to three services you most want prospective clients to discover.

What questions would you like your firm to appear for in Google or AI search?

List three to five questions a prospective client might ask. Examples:

How can I create reliable income in retirement?
What should I look for in a financial advisor?
Who helps business owners prepare for retirement?
What are the tax implications of converting to a Roth IRA?

Who are your primary competitors?

Provide the names or website addresses of up to three firms you consider competitors.

What would you most like to improve? (Select up to 3)

Appear more often in Google search

Improve visibility in AI-powered search

Reach more local prospects

Generate more qualified website leads

Strengthen the firm’s authority and credibility

Better explain our services

Improve website content

Compete more effectively in our market

I’m not sure where to begin

Is there anything specific you would like us to review?

Tell us about any visibility concerns, recent website changes, underperforming services, or questions you would like addressed.

I understand that this complimentary assessment is a high-level review of my firm’s publicly available website and online presence. It is not a guarantee of search placement, AI citations, website traffic, or lead generation.