AI-powered SEO and websites for financial advisory practices
Trust is researched before it is granted. We build the pages that earn it before the first call.
National platforms dominate every planning search
Fee-only positioning is unclear to prospects
Compliance caution has left your site saying nothing
What we do for financial advisors
Target: SEO for financial advisorsPlanning-need pages with fee structure and credentials made explicit.
Planning need plus location targeting with credential signals reinforced.
Fee model and specialism detail structured so AI answers cite your practice.
Qualifies planning need and books an introductory call.
Qualifies the planning need and books an introductory call.
See how the chatbot works →How we run it
- Day 0
Free audit
We run a free AI visibility check on your existing site and deliver a scored report within 24 hours. No call required.
- Week 1–2
We build your site
Your new website is built, written, and deployed within 5–10 working days. AI-ready from the first page.
- Monthly
Monthly management
Every month: SEO audit, content published, rankings tracked, AI citations checked, competitor monitored.
- 60–90 days
You get more enquiries
More calls, more form fills, more booked appointments. From Google and from AI. Measurable every month.
Pricing for financial advisors
Same programme, same price, whatever your trade.
Starter
Setup $999 one-time
Get started- Website up to 6 pages
- SEO — 10 keywords tracked
- Google Business Profile
- Monthly technical audit
- Monthly report
- AI Visibility
- Content articles
- Chatbot add-on +$79/mo
- 2 competitors monitored
Growth
Most popularSetup $1,499 one-time
Get started- Website up to 10 pages
- SEO — 20 keywords weekly
- Google Business Profile
- AI Visibility — full
- 2 content articles/month
- Monthly full audit
- Quarterly strategy call
- Chatbot add-on +$129/mo
- 3 competitors monitored
Authority
Setup $1,999 one-time
Get started- Website up to 15 pages
- SEO — 30 keywords weekly
- AI Visibility — full + citations
- 4 content articles/month
- AI Chatbot — included
- Monthly strategy call
- Priority support (4h response)
- 5 competitors monitored
Questions we get asked
Eight questions specific to financial advisors.
By being specific and being named. Qualifications, how you are paid, who you work with, and what a first meeting involves matter more than any amount of stock photography. Fee transparency in particular is the single strongest trust signal in this category.
One per service — retirement planning, investment management, estate and legacy planning, insurance — and one per client type, such as business owners, professionals nearing retirement, or people who have just inherited. The client-type pages usually attract better-fitting enquiries.
Publish the structure and a starting point: percentage of assets, flat retainer, or hourly, plus what the first meeting costs. People assume the worst when nothing is stated, and the practices that explain their model win the enquiries from the clients who value clarity.
Yes, and they are strict. We write without performance promises or implied guarantees, keep required disclosures in place, and route every page through your compliance review before it goes live. Conservative content also happens to rank and get cited more reliably.
They ask factual questions constantly — how much to save, what a fee structure means, when to draw a pension. Assistants answer from pages that explain those clearly, and they cite the source. Being the source is how you get in front of someone in the research phase.
It is the highest-leverage decision available. An advisor known for one profession or one life stage outranks generalists easily and attracts better-matched clients. Broad “wealth management for everyone” pages compete with every firm in the country and win nothing.
Get your free financial advisors visibility audit.
Your report arrives within 24 hours. No call required to receive it.
Your actual scores will appear in your personalised report.