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.

  1. Who is a good retirement advisor near [Your town]?
  2. Should I roll my 401(k) into an IRA when I retire?
  3. Financial planner for a recent widow in [Your town]
  4. How much do financial advisors charge?
  5. Is a fiduciary better than a broker?
  6. Advisor who works with physicians near me
  7. When should I start Social Security?
  8. Help with taxes after selling my business
  9. Independent advisor or a big bank?
  10. Who can help settle my parents' estate?
  11. Retirement income plan for a couple at 62
  12. Advisor for stock options near [Your town]
Your firm named in 24 of 72 answers Names your firmAnswered without you Illustrative

Most advisor websites are invisible to AI.

"Who's a good financial advisor near [Your town]?"
Here are three options people often consider:
  1. Another independent firm
  2. A national brokerage branch
  3. A robo-advisor
Your firmnot mentioned
Illustrative AI answer

AEO that stops at your website.

Most AEO packages tune your pages: schema, FAQs, auto-written posts. Yet assistants recommending an advisor often lean on other sources: the publications, directories, reviews and videos prospects read. If those don’t describe you, a well-tuned website can still go unnamed.

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.

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

Prompt simulation

We ask every major AI assistant your prospects’ questions, from each town you serve.

Mention and citation tracking

See where you're named, linked and described correctly in AI answers, every month.

Competitor analysis

Who gets named instead of you, and which sources put them there.

Content agent

Drafts the location pages and blog posts that close the gap, in your voice.

Source finder

The publications, listings and channels each AI assistant cites in your market.

Compliance screening

Pages and posts screened against the SEC Marketing Rule and FINRA 2210, then published.

Anti-slop website design

A rebuilt website designed for your firm and the people you serve.

See the templates

Re-imagined content library

Your articles rebuilt as interactive guides, designed to be easier for AI to cite.

Get a free audit

You get every answer, who was named instead, and what to fix first.

Get a free audit
Preview a sample audit (PDF, opens in a new tab)A real 12-page audit we ran, client details redacted.

One plan. Everything included.

Done for you. We plan, build, publish and keep it current. After a one-time setup, your only job is approving content before it goes live.

  • 01Anti-AI-slop website rebuild, designed for your firm and the people you serve
  • 02Dashboard tracking AI mentions and citations, with every published version archived for compliance
  • 03Hands-on growth consulting, like 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 Schedule a demo

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.