The Search Shift Advisors Can’t Ignore AI-driven search tools like ChatGPT, Google’s AI Overview, and Perplexity are changing how prospective clients find financial advisors. It’s
Search is changing. Visibility needs to change with it.
Standing out today requires more than just a website. It means showing up in searches, answers, and across platforms—that’s where SEO and AI Search Optimization (AEO and GEO) come in.
Local SEO for Financial Advisors For many financial advisors, marketing efforts focus on building a polished website and producing thought-leadership content. Even firms already investing
Often referred to as AEO (Answer Engine Optimization) by marketers, or LLM SEO (Large Language Model SEO) by ChatGPT, optimization for AI platforms still revolves around creating strong signals of relevancy and authority. Many traditional SEO strategies still apply, but advisors can take additional steps to improve their visibility in ChatGPT specifically.
Search isn’t just about Google anymore, and it’s certainly not just about keywords.
In 2025, clients are asking deeper, more nuanced questions across a growing number of platforms: Google, Bing Copilot, ChatGPT, Perplexity, YouTube, and even voice assistants.
When people look for a financial advisor, the first place they often turn to is Google. What they see there (especially your reviews) can make the difference between a prospect reaching out, or moving on.
A strong online presence can open the door to more leads, better visibility, and long-term growth for financial advisors. But the search landscape is evolving quickly, and with it, new acronyms and strategies are emerging. Before we get into AEO and GEO, it’s worth grounding ourselves in SEO, the broader discipline they both fall under. SEO, or Search Engine Optimization, is the practice of making your website and content more visible in traditional search engines like Google and Bing.
According to SEO tools like Semrush and Ahrefs, the keyword “financial advisor near me” is searched over 60,000 times per month in the U.S. alone. That makes it one of the most searched financial services phrases, especially among people ready to take action.
The Search Shift Advisors Can’t Ignore AI-driven search tools like ChatGPT, Google’s AI Overview, and Perplexity are changing how prospective clients find financial advisors. It’s
Search is changing. Visibility needs to change with it.
Standing out today requires more than just a website. It means showing up in searches, answers, and across platforms—that’s where SEO and AI Search Optimization (AEO and GEO) come in.
Local SEO for Financial Advisors For many financial advisors, marketing efforts focus on building a polished website and producing thought-leadership content. Even firms already investing
Often referred to as AEO (Answer Engine Optimization) by marketers, or LLM SEO (Large Language Model SEO) by ChatGPT, optimization for AI platforms still revolves around creating strong signals of relevancy and authority. Many traditional SEO strategies still apply, but advisors can take additional steps to improve their visibility in ChatGPT specifically.
Search isn’t just about Google anymore, and it’s certainly not just about keywords.
In 2025, clients are asking deeper, more nuanced questions across a growing number of platforms: Google, Bing Copilot, ChatGPT, Perplexity, YouTube, and even voice assistants.
When people look for a financial advisor, the first place they often turn to is Google. What they see there (especially your reviews) can make the difference between a prospect reaching out, or moving on.
A strong online presence can open the door to more leads, better visibility, and long-term growth for financial advisors. But the search landscape is evolving quickly, and with it, new acronyms and strategies are emerging. Before we get into AEO and GEO, it’s worth grounding ourselves in SEO, the broader discipline they both fall under. SEO, or Search Engine Optimization, is the practice of making your website and content more visible in traditional search engines like Google and Bing.
According to SEO tools like Semrush and Ahrefs, the keyword “financial advisor near me” is searched over 60,000 times per month in the U.S. alone. That makes it one of the most searched financial services phrases, especially among people ready to take action.