← back to the homepage How leads actually show up

Your online presence wasn't built for the AI age. We make it ready.

How people find a financial advisor changed two years ago. Almost no advisor site has caught up — and every audit we run proves it. Here's why, and how we fix it.

Run my visibility audit See the lead path
0 / 50
AI citations on the average advisor site we audit.
4 surfaces
Places a prospect can find you. Most firms show up on one.
90%+
Of advisor sites publish the same canned articles. AI ignores them.
1 lane
Nobody on your street is doing inbound. Wide open.
The basics

Four places a client can find you.

Surface 01

Google search

The blue links. Most advisor sites rank for their own name and nothing else.

Surface 02

Google Maps

The Map Pack. Fastest way to get found locally. Most firms never claim it.

Surface 03

AI tools

ChatGPT, Perplexity, Google AI. They name a few firms. Almost never yours.

Surface 04

Social media

LinkedIn, Facebook, YouTube. Where clients and AI tools verify you're real.

The problem is the content, not the website.

We're not ripping out your FMG or Wix site. The problem is the canned articles it publishes for you — the same ones on a thousand other advisor sites, word for word. Google buries them. AI tools skip them.

Canned articles copied across thousands of firms
Generic answers — nothing specific to you
One shared "About" instead of real advisor bios
Nothing for AI to quote

We layer hundreds of real pages on top.

One page per town. One per kind of client. One per real question. Written in your voice, compliance-cleared, built to be quoted. Scales into the thousands.

500+ SEO pages in 90 days
100+ answer pages built to be cited by AI
Real bio pages for every advisor
Written in your voice, compliance-cleared
Scales to thousands after the foundation is proven

Already wrote a book? We wire it in.

If you've published a book, a guide, a whitepaper, or a long-running show — it's sitting on a shelf doing nothing. We don't write books. We take what you already paid to produce and wire it into every surface: site, SEO, AI answers, nurture emails.

Chapters → SEO pages
Key claims → AI-quotable answers
Frameworks → linkable assets
Show transcripts → nurture sequences
The lead path

Where a real prospect gets lost — and the path we build instead.

Same person. Same question. Two endings.

The prospect's question Where they get lost today The path we install
Today: the path that dies Installed: the path we run "Fee-only advisor near me for retirement in Evanston" Google AI Overview answers first Cites SmartAsset, NerdWallet, and two aggregators. Your firm is not in the answer. They click an advisor-matching site Fill out a form. Become a lead sold 4 times. Your competitor bought the lead for $300. They ask ChatGPT the same question Gets three firms — none of them yours. Your site has no /answers, no schema, no citation fuel. They land on your homepage anyway Stock FMG hero. No answers to their question. Back button. Gone in 11 seconds. Lead dies. Silently. You never knew they existed. AI Overview cites YOUR /answers page Structured answer + FAQ schema + Person schema. Content Studio wrote it in the principal's voice. ChatGPT, Perplexity, Claude cite the firm Because the firm is the most legible specific answer. Measured every Monday on the scorecard. They land on a page that answers the question Geo page + service page + real local proof. Google Business Profile shows you in the Map Pack too. They book a call — the Lead Scorer reads it Scored against your ICP rubric before it hits the calendar. Bad fits politely declined. Good fits prepped automatically. Principal walks in with a Meeting Brief. Every time. The left side is what the audit finds. The right side is what the install runs. Every node on the right has a named operator behind it — Content Studio, Lead Scorer, Meeting Prep, Compliance Reviewer, Client Brain. Nothing on this chart is a promise. It's a ninety-day build that we run with you, step by step.
How we make you AI-ready

Four pieces. Ninety days. Your voice.

/ 01

The Visibility Audit

A ten-section check-up on your online presence.

  • 50 real questions tested in every AI tool
  • Every surface scored honestly
  • A document, not a pitch deck
/ 02

Pages for real questions

Hundreds of pages that answer what your clients actually type.

  • One per town you serve
  • One per kind of client
  • Real bio page for every advisor
/ 03

Cited by AI tools

Built to be quoted by ChatGPT, Perplexity & Google AI.

  • Works across every major AI engine
  • Re-tested monthly on a scoreboard
  • Nobody on your street is doing this
/ 04

Filter & prep

Screen out bad leads. Brief you on the good ones.

  • You describe your ideal client once
  • Bad fits politely declined
  • Good fits land with a brief written
Why this lane is wide open

Lead-gen vendors rent a faucet. We build the well.

Built for the old internet

  • Canned articles copied across thousands of firms
  • One shared "About" page
  • Nothing for AI to quote
  • Rent leads to fill the gap
  • Stop paying → leads stop

AI-ready

  • Hundreds of pages for real questions
  • Real bio for every advisor
  • Cited by ChatGPT, Perplexity, Google AI
  • Claimed spot on Google Maps
  • You own it. It keeps running.
The 90-day build

Four phases. One engine.

Days 0–30

Foundation

Fix what's broken. Claim Google Maps. Ship the first newsletter.

Days 31–60

Content engine

~100 new pages. Geo, service, niche. First rankings appear.

Days 61–75

AI search

Answer pages shipped. First AI citations land.

Days 76–90

Handoff

Engine running. You own it.

See how AI-ready your firm is.

Ten-section audit. 50 questions tested. Honest document, no pitch.

Book my audit See the seven