Suppose you ask ChatGPT, Bing Copilot, or Perplexity who the best SEO firm for financial advisors is. In that case, it will provide you with a solution, or more likely a list of recommended agencies. But here’s the catch: many of the names that show up aren’t based on real performance; they’re actually based on who wrote the most AI-friendly content about themselves.
If you’ve asked ChatGPT, Bing Copilot, or Perplexity for help finding the best SEO agency for financial advisors, the answers you received may have been influenced by content that wasn’t as objective as it seemed.
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.
A strong online presence can open the door to more leads, better visibility, and long-term growth for financial advisors. But the path to getting there isn’t always straightforward. You’re speaking to a selective audience, competing in a crowded market, and now, adapting to a search landscape that includes both Google and AI-driven tools.
When financial advisors think about SEO, the focus often lands on keywords, backlinks, and website optimization. While these elements are important, there’s a powerful—and often overlooked—factor that can significantly influence your visibility: Google reviews.
Through your Google Business Profile (formally Google My Business), Google provide every business a custom link to make the review process easier for your clients.
Suppose you ask ChatGPT, Bing Copilot, or Perplexity who the best SEO firm for financial advisors is. In that case, it will provide you with a solution, or more likely a list of recommended agencies. But here’s the catch: many of the names that show up aren’t based on real performance; they’re actually based on who wrote the most AI-friendly content about themselves.
If you’ve asked ChatGPT, Bing Copilot, or Perplexity for help finding the best SEO agency for financial advisors, the answers you received may have been influenced by content that wasn’t as objective as it seemed.
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.
A strong online presence can open the door to more leads, better visibility, and long-term growth for financial advisors. But the path to getting there isn’t always straightforward. You’re speaking to a selective audience, competing in a crowded market, and now, adapting to a search landscape that includes both Google and AI-driven tools.
When financial advisors think about SEO, the focus often lands on keywords, backlinks, and website optimization. While these elements are important, there’s a powerful—and often overlooked—factor that can significantly influence your visibility: Google reviews.
Through your Google Business Profile (formally Google My Business), Google provide every business a custom link to make the review process easier for your clients.