AI & Search Visibility Audit + Blueprint for Financial Advisors & RIAs
Make sure your firm shows up when prospective clients ask search engines and AI tools for help.
Boost Your Online Presence With Our AI & SEO Services
Done-for-you AI and search optimization for RIAs and independent financial advisors who want more of the right clients to find them online.
What You'll Get:
- A website that clearly communicates what you do and who you serve to prospective clients and search tools.
- Website copy for your core pages that are easier to find and understand.
- A practical plan you can execute over the next quarter, with as much or as little help from us as you'd like.
Why AI Optimization Matters More Than Ever
When prospective clients need help, they’re no longer just asking friends or typing “financial advisor near me” into Google. They’re also asking tools like ChatGPT, Gemini, and other AI assistants, “Who’s the best financial advisor for someone like me?”
If your website isn’t clear about who you serve and what you do—or if search engines and AI tools can’t easily interpret it—you’re invisible to prospects.
You Need This Service If:
- You're an independent financial advisor or RIA who serves a clear niche
- And you want your expertise to be findable and understandable in both traditional search and AI answers
- Without hiring a big agency or becoming a full-time marketer.
What This Service Looks Like (In Plain English)
You don’t need to know how to “do SEO” or keep up with every algorithm update for future clients to find you online. Our job is to translate what you already do well into a website and content structure that humans, search engines, and AI tools can all understand to boost your online visibility.
Put simply, we help you:
- Clarify your niche and ideal client in language real people use
- Fix the basics so your site is easy to crawl, fast, and mobile-friendly
- Restructure and rewrite key pages so they directly answer the questions your ideal clients ask
- Add the right structured data (schema) so Google and AI tools can understand and showcase your content
- Build a clear roadmap so you know what to implement now, next, and later
AI & Search Visibility Audit + Blueprint
What this service is: A focused, one-time project designed to align your website and content with the way your ideal clients actually search online. (Estimated timeline of 1-2 weeks.)
Here's what's included:
Niche & Search-Intent Clarity
Get specific on who you want to attract.
You’ll complete our New Client Intake Form to clearly define your marketing niche, ideal client profile, and business goals, including who you’re targeting, what their pain points are, and where they’re located.
Website & SEO Health Report
Identify easy fixes that move the needle for better results.
We use leading SEO tools to evaluate your site structure, key pages, and technical fundamentals, including crawlability, speed, mobile experience, and on-page SEO. You’ll receive a clear, easy-to-read report outlining your website’s overall health and identifying specific opportunities for improvement that can drive meaningful results.
AI Search "Reality Check"
Understand your website’s current visibility and search rankings.
We’ll run a series of real-world prompts your ideal clients are likely to use, such as “financial advisor for small business owners in Portland,” so you can see if and where you show up in traditional and AI-generated search results.
Optimization of Your Website's Core Pages
Receive clear, AI-friendly copy and structured schema markup you can easily add to your website.
We’ll revise or rewrite up to five of your core website pages (such as Home, About, Services, and Work With Us) so they clearly communicate what you do and who you serve, using an answer-first structure that stays true to your brand and voice. We’ll also provide optimized FAQs and ready-to-use JSON-LD snippets so traditional and AI search engines can better understand, index, and surface your website content.
90-Day AI Optimization Blueprint
Walk away with a clear, step-by-step action plan you can put into motion right away.
Once all steps are complete, you’ll receive a clear, prioritized 90-day plan outlining what to do next, who’s responsible for each task, and which items can be scheduled for later.
Add Ongoing Support to Your AI & Search Visibility Audit
What this service is: Ongoing support to keep your website, content, and schema improving quarter after quarter. (Minimum commitment of 2 quarters.)
Each quarter, you'll get:
AI & Search Monitoring
We’ll re-run 10 to 20 niche-focused prompts across major AI tools and search engines, document exactly where and how your firm appears, and highlight new opportunities to improve your visibility.
Page Refreshes (Up to 2 Pages Per Quarter)
We’ll refine your messaging, FAQs, and schema on your key website pages to keep them aligned with your niche and search objectives.
New AI-Optimized Content (1 Original Blog/Month)
We’ll keep your website fresh with one original blog post each month, tailored to your niche and designed to strengthen your search and AI visibility.
One-Page Quarterly Summary
Each quarter, you’ll receive a documented update outlining what was completed, how your visibility and traffic are trending, and the priorities for the next quarter so you can clearly see how your plan is performing.
