More of your prospects ask AI to recommend an advisor before they ever call. See how AI decides who it names — and what puts your firm on the list. Free, in two minutes.
Free in 2 minutes. Full read $1,500.
What your firm says: a clear site, your ADV, your story — fee-only fiduciary, on your terms.
What the web says: thin listings, few trusted third-party sources, competitors in the "best advisor" lists — not you.
For advisors the gap is unusually wide, because compliance limits what you can publish. Close it — compliantly — and AI starts recommending your firm instead.
There's no traffic report for AI answers. Every prospect who asks this week and doesn't hear your name is a call that quietly goes to someone else — and you never know it happened.
The longer a competitor is the answer AI gives, the more AI treats them as the answer. Left alone, the gap widens — and gets more expensive to close.
How your firm ranks against other advisors when a prospect asks AI for a fiduciary to trust — for their situation, in your market.
The exact prospect questions where competitors appear and your firm doesn't — sorted by what matters most.
A prioritized plan to close the gap within SEC and FINRA rules — so AI names your firm.
A prospect asks AI for an advisor they can trust.
AI recommends the firm the web independently corroborates.
Today that points to a competitor — your firm is thin, so it's left out.
The read names the exact trusted sources you're missing. Fixable, not magic.
Close them, and your firm enters the answer prospects act on.
We benchmark your AI visibility before the fix and re-measure after — so you watch the number move, not take it on faith. The read isn't an opinion; it's what the machines say about your firm today. No one can promise a prospect picks you — but you can't win the one AI never names.
Each read is hand-run, so we take a limited number of firms each month.
Who AI recommends, your corroboration gap, and a compliance-aware roadmap to get recommended. Plain language, SEC-rule-aware — no testimonials, no claims.
Increasingly, yes. Choosing an advisor is a high-consideration decision, and prospects now ask AI things like "best fee-only fiduciary near me" — then act on the answers, before they ever call.
AI answers from what it can find and corroborate across the web, not just your website. Advisors are thinly covered because compliance limits what you can publish, so AI recommends a better-corroborated competitor. That mismatch is the corroboration gap.
The read is a diagnostic — no testimonials, performance claims, or marketing language. The fixes are built within SEC and FINRA rules, which is exactly why a generic SEO vendor can't safely do this for an advisor.
A 48-hour read: how AI answers when prospects look for an advisor like you, which firms it recommends, your corroboration gap, and a prioritized, compliance-aware roadmap. The $1,500 is credited toward the work if you want it implemented.
Find out what it says — and make sure it recommends your firm.