Financial advisors
Trust is the whole sale in financial advice, and AI assistants try to verify it: credentials, regulation, fee model, who you work with. A site that hides these behind a contact form gives the AI nothing to cite.
Real prompts your customers might use
- “Fee-only financial advisor in {city}”
- “Independent financial advisor in {city} for retirement planning”
- “Financial planner in {city} for young professionals”
- “Advisor in {city} who specializes in business owners and exits”
What AIVIS checks for you
- Schema.org FinancialService with credentials, registration number and service area
- Fee model stated in plain words (fee-only, commission, hourly) on a crawlable page
- Advisor bios with qualifications as text, linked to the regulator's public register
- An FAQ that answers the questions clients ask before the first meeting
See what an AI sees of your practice in under 90 seconds.