AEO is overpromised.
Schema and auto-written blogs aren't a growth plan. You may not see when AI names or cites you, the posts may not sound like you, and the listings and client reviews that assistants can draw on may go unworked.
Get found when clients ask AI for advice
We rebuild your website for AI search and get your firm cited by the sources AI trusts. Done for you, with every page screened for SEC and FINRA marketing rules before it goes live.
Get a free audit- Who is a good retirement advisor near [Your town]?
- Should I roll my 401(k) into an IRA when I retire?
- Financial planner for a recent widow in [Your town]
- How much do financial advisors charge?
- Is a fiduciary better than a broker?
- Advisor who works with physicians near me
- When should I start Social Security?
- Help with taxes after selling my business
- Independent advisor or a big bank?
- Who can help settle my parents' estate?
- Retirement income plan for a couple at 62
- Advisor for stock options near [Your town]
Most advisor websites are invisible to AI.
"Who's a good financial advisor near [Your town]?"
Here are three options people often consider:
- Another independent firm
- A national brokerage branch
- A robo-advisor
Your firmnot mentioned
Illustrative AI answer
AI slop.
Sites and blogs that read as if made from the same prompts: same gradient, same “Elevate your financial future.” Prospects may scroll past, and assistants may struggle to tell you from the firm down the street.
Legacy slop.
The ten-year-old template: a stock handshake, a list of services, a contact form. Static copy written for keyword rankings years ago, with little a new prospect remembers and little that an assistant can quote.
Every AI is different.
ChatGPT, Gemini, Perplexity, Claude and Google's AI can each draw on different sources, depending on the question and on whether they search the web. A single playbook built to fit all of them can miss several.
Resources nobody reads.
A page of PDFs, quarterly client letters and market commentary that could belong to any firm. Prospects can leave with their question still unanswered, and assistants may find little in it that is worth citing.
Growth takes a plan for all of it, run by people and agents together.
A website built for AI search.
We rebuild and run your website so AI assistants can read it, quote it and describe you correctly. Then we get your firm into the sources they trust, through PR and placement in the publications and listings that matter in your market.
Your website rebuilt
Finance press
Local news
Google Business Profile
Advisor directories
YouTube
Personal-finance listings
Reddit
"Retirement advisor near [Your town]?"
Your firm is an independent advisor in [Your town] that works mainly with retirees. Local news and advisor directories describe it the same way, and its website explains its fees and process.
[1] Your website[2] Local news[3] Advisor directory[4] Business Profile
Illustrative AI answer
AEO Agents built for wealth management.
Get a free audit
Get a free audit
Preview a sample audit (PDF, opens in a new tab)
Preview a sample audit (PDF, opens in a new tab)
A real 12-page audit we ran, client details redacted.
One plan. Everything included.
$2,500/ month
- 01Anti-AI-slop website rebuild
- 02Dashboard tracking AI mentions and citations, with every published version archived for compliance
- 03Growth consulting: hands-on, like having a fractional Chief Growth Officer plus our agents, with your plan reviewed monthly.
- 04Press releases written to earn citations in AI search
Get a free audit
No one can guarantee what an AI assistant says. We build what it reads and measure what changes.
Preview a sample audit (PDF, opens in a new tab)A real 12-page audit we ran, client details redacted.