Imagine that ChatGPT and Google AI are the "smart kids" in school who everyone asks for help. When someone asks them a question about investments or insurance, they provide an answer and may even recommend a company.
Our SEO Discovery + AI Audit helps financial advisory firms and insurance companies ensure that their company or products/services are recommended first by AI.
What Is It?
A data-driven SEO and AI performance evaluation tailored for financial advisors and insurance professionals. We identify the gaps that prevent your firm from appearing in searches related to high-intent queries like “401(k) rollover help,” “retirement income planning,” or “small business insurance quotes.”
How It Works
We combine SEO Discovery with an AI Analysis to understand how search engines and AI platforms (like ChatGPT or Google AI) see and recommend your brand. Then, we uncover how AI platforms describe, position, and talk about your brand. Get a full breakdown of your AI presence from share of voice to narrative and sentiment across the most influential prompts and answers
What You Get
- AI Visibility Check: Discover whether AI tools recommend your firm for financial advice topics such as “fiduciary advisor,” “IRA rollover,” or “whole life insurance.”
- Competitor Benchmarking: See which regional firms or broker-dealers AI favors for wealth planning or insurance queries — and why they’re positioned as more authoritative.
- Question Insights: Identify real, trending client questions like “How much do I need to retire at 65?” or “Is universal life worth it?” and build content to match that demand.
- Brand Trust Score: Assess how credible your firm appears when AI references your fiduciary duty, licensing, or insurance ratings.
- Prompt Research: Understand what kinds of retirement, investment, or insurance prompts drive traffic — so you can align your SEO with the most lucrative topics.
Why It Matters
People don’t just search Google. They ask AI for advice.
Financial advisors and insurance brokers face a growing challenge: clients are no longer just Googling—they’re asking AI for recommendations on complex, high-trust topics. If your firm doesn’t appear in AI results for queries specific to financial services, you’re missing the next generation of digital referrals.
The above analysis adheres to FINRA, SEC, and state insurance advertising guidelines to ensure findings can be applied safely in a regulated marketing environment.