Your Google Business Profile
Your category, metro service area, hours, photos, and services. If your profile is thin or wrong, AI has nothing solid to say about you. We fill out every field and keep it active.
Included in the flat $1,500 a month
Get your advisory firm recommended by ChatGPT and Google AI
AI marketing for financial advisors starts here: prospects now ask AI which fiduciary to call. It answers with two or three firms. We do the work that makes yours one of them, with every page reviewed by your compliance officer, and we check every month what the AI tools say about you.
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What changed
For years, getting found meant ranking on Google. Google still matters most. But a big new group of prospects skips the list of links and asks an AI instead, and "Can ChatGPT be my financial advisor?" is now a question Google shows under searches for advisor SEO.
45%
of US consumers used an AI tool to find a local business in 2026. A year earlier it was 6%.
Source: BrightLocal, 202631%
used ChatGPT for business recommendations in the past year. 23% used Google’s AI Mode.
Source: BrightLocal, 2026Google is doing it too. Its AI Overviews now sit above the regular results on most question-style searches, like "how much does a financial advisor cost" or "is $500,000 enough to work with a financial advisor." One 2025 study of local business searches found them on 92% of question-style searches (Whitespark). The firms those overviews mention get seen first.
How AI decides who to recommend
You can’t pay to be in the answer itself, and AI doesn’t pick at random. It looks for the firm with the clearest, most consistent, most verifiable footprint in your metro. It pulls from four places.
Your website
AI needs pages it can read and quote. One clear page per niche, per service, and for your metro, with plain answers to the questions prospects ask ("fee-only or fee-based?", "what does the first meeting look like?"), plus structured data that spells out who you are and where you work.
Listings and what others say
Professional directories, your regulatory profiles, local listings, and press mentions. AI cross-checks your firm name, address, and phone number. When they don’t match, it trusts you less. We find and fix the mismatches, and we only touch reviews and ratings with your compliance sign-off.
Clear answers, correctly worded
AI repeats what it reads. If your site says "fiduciary" and "fee-only" accurately, explains your fees, and lists your credentials, the AI can say the same about you. If it says nothing specific, the AI names someone else.
The monthly AI check
Most agencies can’t tell you whether ChatGPT knows you exist. We check, every month, and put it in your report.
We ask the AI tools
Every month we ask ChatGPT, Gemini, Perplexity, and Google AI the questions your prospects ask, like "best fee-only financial planner in Denver" or "who should I talk to about a 401(k) rollover near Boulder."
We show you the answers
Your report shows which tools named you, where you landed in the list, and who they named instead. In plain English, with screenshots.
We fix what’s missing
If AI keeps naming a competitor, there’s usually a reason: a clearer fee page, a niche page you don’t have, or a listing that’s wrong. We find it and close the gap, with every new page going to your compliance reviewer first.
"Best fee-only financial planner in Denver?"
| AI tool | Named you? | Spot |
|---|---|---|
| ChatGPT | Yes | #2 |
| Google AI Mode | Yes | #1 |
| Perplexity | Yes | #3 |
| Gemini | Not yet |
This month’s fix: Gemini named two firms with a dedicated retirement planning page. Draft one for the Boulder side of the metro and send it to compliance.
What we won’t promise
Nobody controls what an AI says. Answers change from person to person and week to week. Anyone who guarantees you a spot in ChatGPT is guessing, and in your industry a guarantee like that is a compliance problem in its own right. Here is what we do promise: we do the work that makes you the easiest firm in your metro to recommend, every page goes to your compliance reviewer first, and we show you what the AI tools say about you every month. No contract, so if it isn’t worth it, you cancel.
AI search questions from advisors
Straight answers, no buzzwords.
Is AI search different from regular SEO?
Mostly it’s the same foundation: a strong Google Business Profile, a clear website, and correct listings. AI tools pull from those same places. What’s new is how answers are written. AI likes short, direct answers it can repeat, and structured data it can read without guessing. We build both into your site from day one, and your compliance reviewer sees every page first.
Does AI search cost extra?
No. It’s part of the flat $1,500 a month, along with your website, hosting, local SEO, Google Business Profile work, compliance pre-approval, call and form tracking, and the monthly report. No add-ons.
Can you guarantee ChatGPT will recommend my firm?
No, and nobody honestly can. In your industry, a guarantee like that would also be a compliance problem. ChatGPT, Gemini, Perplexity, and Google decide what their AI says, and the answers change from one person to the next. What we can do is make you the easiest firm in your metro to recommend, and show you every month what the AI tools are actually saying.
What do GEO and AEO mean?
They are new names for this same work. GEO stands for generative engine optimization. AEO stands for answer engine optimization. Both mean getting AI tools to mention your business when someone asks. If an agency charges you extra for it on top of SEO, ask them what they do differently.
How fast does it work?
It depends on the tool. Some AI tools search the web live, so a better Google Business Profile or a new niche page can show up in their answers within weeks. Others update more slowly. Listings and mentions build up over months. We track it monthly so you can see the trend.
Do people really trust AI to pick a financial advisor?
Many use it, but most still double check. In BrightLocal’s 2026 survey, 88% of people who use AI for recommendations said they verify what it tells them. For an advisor that means they land on your website, your Google listing, and your regulatory profile. That’s why the verification layer matters twice: it shapes what the AI says, and it closes the first meeting when the prospect checks.
What about "Can ChatGPT be my financial advisor?"
People really ask Google that; it shows up under searches for financial advisor SEO. Our answer is the honest one: an AI can explain concepts, but it is not a fiduciary, it does not know the prospect’s full picture, and it cannot be held accountable. The firms that win those searches are the ones whose pages explain, in plain English, what a human fiduciary does that a chatbot cannot. We write that page for you.
Ready to stop renting prospects and start owning your pipeline?
Get a free audit of your firm's online presence. We'll show you where you stand on Google and in AI answers, what your top three local competitors are doing, and what it would take to start booking qualified consultations.
You'll talk to me, Patrick.Not a sales rep.