Be the Advisor AI Recommends, Not the One It Ignores
Clients now ask ChatGPT, Google SGE, and voice assistants for financial advice. If your digital presence isn’t optimized for AI, you’re invisible.
How Financial Advisors Can Build a Digital Presence That Gets Found in the Age of AEO & AIO.
What AEO & AIO really mean (and why they matter more than SEO).
The exact steps to make your website AI-visible.
How to write an “AI-friendly bio” that positions you as the go-to expert.
The social and directory signals AI scrapes to rank advisors.
A simple visibility checklist to audit your digital presence today.
Why Download?
Because the next time a potential client asks AI a financial question…it should be your name in the answer.
The Problem
The way people find financial advisors is changing rapidly.
Old searches were simple: “financial advisor Denver.”
Now, buyers ask questions like: “What should I do with my 401(k) if I’m 58 and just got laid off?”
AI only recommends advisors with credible, question-driven, and trusted content.
If your website, bios, and profiles aren’t AI-ready, you’re not getting found.
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