AI SEO that's actually built for financial advisors
AI search is where the next wave of high-intent buyers start. When someone asks ChatGPT or Google's AI Overview “who's the best financial advisory firm near me,” the answer is decided by GEO — not by who bids the most. Get cited now, while your competitors don't even know the game changed.
Most agencies run the same generic AI SEO playbook for every client. We don't. For financial advisors, the problem we solve is strict compliance limits on what ads can say — and new clients are how we measure the win.
What's included
- Citability audit across ChatGPT, Google AI Overviews, Perplexity, Gemini & Copilot
- Entity & schema build-out (Organization, LocalBusiness, FAQ, sameAs) so models can identify you
- An
llms.txtfile and AI-crawler access tuning - Quotable, answer-shaped content the engines lift verbatim
- Brand-mention and citation building on the sources AI models trust
- Monthly AI-visibility tracking — which prompts surface you, and where
How AI SEO works for your financial advisory firm
Generative Engine Optimization — the work of getting your business named, quoted, and recommended inside AI answers: ChatGPT, Google AI Overviews, Perplexity, Gemini, and Microsoft Copilot.
We focus the work on retirement planning, investment management, and wealth management — what actually pays. Inquiries rise around year-end planning, tax season, and major life or market events.
Why it works: A single new household under management can generate recurring fees for a decade or more.
Try us free for 30 days
CEOHero is your freedom partner — we do the work, you take the calls. Pick any one service and we'll run it for your business free for 30 days. No contract, one free service per business. Call or text and we'll set it up in one conversation.