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AEO SEARCH OPTIMIZATION | FREE ASSESSMENT

Are You Showing Up When Clients Ask AI for a Financial Advisor?

Find out if your firm is getting picked… or completely overlooked.

Right now, your ideal client is asking AI:
“Who should I trust with my money?”

and AI is answering…
Just not with your name.

What this assessment does

1. Shows if you’re actually visible in AI search

Most advisors assume they’re “online enough.”

This shows the truth.

You’ll see:

Whether AI recognizes your business at all
If you appear when real financial questions are asked
How consistently you show up across different scenarios

Why this matters:

“I need to know if I even exist in this new search world”
“If I’m not showing up, I’m losing opportunities I can’t even see”
“This gives me clarity instead of guessing”

2. Reveals who’s showing up instead of you

If you’re not being recommended… someone else is.

This shows:

The types of advisors AI is choosing
The patterns behind who gets picked
Where your competitors are winning attention

Why this matters:

“I want to know who I’m losing to and why”
“If they’re not better than me, I should be in that spot”
“This gives me a clear target instead of shooting in the dark”

3. Identifies what’s blocking you from being chosen

This is where it clicks.

You’ll uncover:

Gaps in how your content is structured
Missing signals that AI relies on to trust you
Messaging that makes sense to humans… but not to AI

Why this matters:

“I finally understand what’s broken”
“This shows me what needs to change first”
“It turns a confusing problem into a clear path forward"

GET YOUR FREE ASSESSMENT, No prep needed! simply fill out the form below👇

You’re about to answer a few quick questions that show how your firm currently shows up in AI search. This isn’t a trick quiz or something to overthink. It’s a simple way to get a clear picture of whether you’re being seen when potential clients are asking for help, or getting passed over without realizing it. It takes about 3 minutes, and by the end, you’ll have a much better understanding of where you stand and what’s likely holding you back.

What best describes your role? *

RIA / Financial Advisor

Wealth Manager

Firm Owner

Other

How long have you been in business? *

Less than 1 year

1–3 years

3–7 years

7+ years

What is your current annual revenue range? *

Under $250K

$250K–$1M

$1M–$5M

$5M+

How do you currently get most of your clients? *

Referrals

Networking

Paid Ads

Organic (SEO/content)

A mix

How predictable is your pipeline right now? *

Very predictable

Somewhat consistent

Inconsistant

Completely unpredictable

Have you ever checked if your firm shows up in AI search (ChatGPT, Gemini, etc.)? *

Yes, regularly

Once or twice

No

Do you know what questions your ideal clients are asking AI before choosing an advisor? *

Yes

Somewhat

No

Do you currently have a website? *

Yes

No

Have you invested in SEO or marketing before? *

Yes, significantly

A little

No

Do you regularly publish content (articles, insights, posts)? *

Yes

Occasionally

No

What is your main goal right now? *

If you could fix one thing about your marketing, what would it be? *

How serious are you about improving your visibility in AI search? *

Just exploring

Interested but not urgent

Actively looking for a solution

Ready to move forward now

Are you open to investing in a strategy that improves how you show up in AI search? *

Yes

Maybe

Not at this time

Would you like us to review your results with you and show you where you’re missing visibility? *

Yes

Not right now

Business Name *

Business URL (website address) *

First Name *

Last Name *

Email *

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