Does AI recommend your financial advisory practice?
People looking for financial guidance are asking AI instead of relying on referrals. Is your practice being recommended?
What your customers ask AI
Real prompts people type into ChatGPT, Perplexity, and Google AI
AI visibility for financial advisors
What determines whether AI recommends your business
NAPFA and fee-only directories boost AI trust
AI platforms reference financial advisor directories like NAPFA, XY Planning Network, and the CFP Board. Fee-only advisors listed on these directories get recommended more because AI can cite the fiduciary standard as a trust signal.
Niche client focus dominates AI matching
When someone asks AI 'financial advisor for tech employees in [city]' or 'retirement planner for teachers near me,' AI matches on client specialties. Advisors who clearly define their ideal client profile on their website get matched to these specific queries.
Educational content positions you as the AI expert
AI platforms cite financial advisors who publish educational content. Blog posts answering common questions — 'how much do I need to retire?' — get referenced by AI, positioning you as the expert it recommends.
People making big financial decisions are asking AI
Check if AI recommends your financial advisory practice — or sends potential clients to other advisors.
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