AEO for financial advisors that gets you named.
People ask AI how to choose an advisor and who to trust. Engines name advisors with clear credentials, clear fees and consistent profiles. We never write investment advice. We make your advisory practice clear, consistent and easy for ChatGPT, Gemini, Perplexity, Claude and Copilot to quote.
Illustrative imageWho we help
The services we help.
Whatever you offer, we know how prospective clients search for that help and how to guide them to your advisory practice.
Retirement planning
- Pension planning
- Income in retirement
- Tax-efficient saving
Wealth management
- Investment planning
- Portfolio reviews
- Ongoing advice
Independent advice
- Fee-only advice
- Goal-based planning
- Second opinions
Protection
- Life cover
- Income protection
- Critical illness
Life events
- Mortgage planning
- Inheritance
- Selling a business
What it is
What is AEO for financial advisors?
Answer engine optimization (AEO) for advisory practices means describing your advisory practice the way ChatGPT, Gemini, Perplexity, Claude and Copilot need to read it: clear, consistent and verifiable.
It is not a trick or a guaranteed ranking. It is the accurate, orderly record of your business that engines read before they answer, backed by the same facts everywhere they look. We never write investment advice or promises. We make your practice's own approved information clear and consistent.
The customer journey
From need to first introductory meeting
People rarely shop for a advisory practice at leisure. Here is the route a typical prospective client travels, and where visibility decides whether they reach you.
- 1
THE TRIGGER
A decision looms
Retirement, an inheritance, a sale or a new family.
- 2
THE SHORTLIST
They ask AI
They ask how to choose an advisor and who is trustworthy.
- 3
THE VETTING
AI weighs the options
The assistant favours advisors with clear credentials and transparent fees.
- 4
THE INTRODUCTORY MEETING
They book a meeting
They contact the practice that looks credible and explains how it works.
What answer engines read
What helps AI understand you.
Engines reward what they can parse cleanly. These are the facts we keep clear and consistent across your profile, site and listings.
Credentials
Qualifications and regulatory status.
How you charge
Fees explained in plain text.
Who you serve
And who you do not.
Your process
From first meeting to ongoing advice.
Regulator listings
Consistent details across regulator and directory pages.
Reviews
Genuine client reviews on the sites engines cite.
Sources: public documentation from the search and AI platforms on structured data and local business information.
AI search
Answers an assistant can understand.
When a prospective client asks ChatGPT, Gemini, Perplexity or Copilot for an advisor they can trust, the assistant replies with a shortlist. We hand it the plain, well-labelled details of your advisory practice so you are easy to understand and weigh.
- Your services described in the words prospective clients use, not internal jargon
- Locations, hours and contact details kept identical everywhere engines read them
- Content shaped so an assistant can quote you rather than infer it
YOU
Who is a good advisory practice near me?
ASSISTANT
A solid local option is your advisory practice, with clear services, consistent details and reviews an assistant can trust.
Sources: your website · a directory listing · a review site
Local search
Show up in the map pack.
Most local searches still begin on a map, and the map pack shows only a few businesses per query. We maintain the profile, listings and local pages that earn a place in it.
- A complete, verified profile with the right categories
- Listings that agree with each other and with your website
- Service and area pages for every place you work
Reviews and reputation
Reviews that earn trust.
A prospective client reads your reviews as a signal of whether to trust you, and engines read them too. We help you ask for genuine reviews, reply well and keep them visible.
- Review requests that follow each platform's rules
- Replies that show how you work
- Reviews on the sites engines cite
Your website
Pages that earn the introductory meeting.
A prospective client on a phone will not read a brochure. Your website has one job: make the next step obvious and the facts easy to find. We improve the pages you already have so every service and area is clear, quotable and easy to act on.
- A clear next step on every page
- A page for each service and area you cover
- Clean structure and structured data engines can read
Book your introductory meeting
Clear next step for every prospective client.
What we measure
How we prove the work.
We would rather show you exactly what we measure than dress up a testimonial. These are the numbers we audit and report to a advisory practice each month.
- AI answer presenceHow often ChatGPT, Gemini, Perplexity, Claude and Copilot name your advisory practice for the questions you want to win.
- Share of answerYour share of each answer against competitors in your market.
- Review flowHow many eligible customers are asked and responding, with replies kept polite and policy-compliant.
- AccuracyWhether what engines say about you is true: services, prices, locations and hours.
- SentimentHow engines describe you, and whether they recommend you.
- Profile and page healthWhether your profile, listings and key pages stay accurate and readable by machines.
How it works
How we work together
Audit and map
We review your standing across Google, the map pack and the AI assistants, then line it up against the questions and areas where you want more business.
Structure and fix
We rebuild your profile, sharpen your website and key pages, and encode each fact so engines can represent your advisory practice accurately.
Measure and refine
Every month we report where you are surfacing across AI answers and the map pack, then steer the work toward what is bringing prospective clients in.
Get in touch
Book a call about your business.
Spend twenty minutes with us. We will walk through how your advisory practice currently shows up in AI answers and on the map, which rivals are being named instead, and the plan we would use to close the gap.
Questions
Things people actually ask.
Do you work with my kind of advisory practice?
Very likely. Whatever you offer, the work is the same: describe it plainly, keep the facts consistent and make it easy for engines to quote.
Do you write professional claims for me?
We never write investment advice or promises. We make your practice's own approved information clear and consistent.
What is AEO for a advisory practice?
It is making your advisory practice easy for answer engines to understand, verify and recommend.
How long until we see results?
Engines with live search often move within weeks. Others take longer. We report progress every month from week one.
Can you guarantee my advisory practice will be named?
No one can guarantee placement in an AI answer. We guarantee transparent measurement and tie every piece of work to a change.
Do I need to change my website?
Usually some changes: clearer pages, structured data and consistent facts. We work with your developers or your CMS.
How much does it cost?
The audit is free. The monthly program is $1,500 and enterprise is $3,000 a month.
AEO by industry
Find your industry.
Find out what AI says about you.
Tell us about your brand and we will scope your audit. We reply within one business day.