Help AI understand your firm.
We refine your service pages and business details to help AI tools understand what you offer, where you meet clients, and who you work with.
We manage SEO and write about what people ask when choosing a financial advisor, so they find your firm in search results and AI answers.
See what’s possible with a free homepage design before you commit.
AI search
We prepare your website and business details to help AI tools find your firm and describe it accurately when people ask about advisors.
We refine your service pages and business details to help AI tools understand what you offer, where you meet clients, and who you work with.
We check how AI answers describe your firm, from your services to your location and team, note anything inaccurate, and recommend updates to your website and business details.
SEO services
When someone nearby searches for the planning or tax help you offer, we improve your website and local presence to help them find your firm.
We look at how people search for services like retirement or tax planning, and which firms appear for them, then prioritize the pages most relevant to your firm.
We write and refine pages that answer prospective clients’ questions, such as what to bring to a first meeting. Every page is reviewed by your firm before it’s published.
Sample firm
So search engines can find and read pages like your services and team bios, we improve site structure, remove technical barriers, and check indexing.
We keep your Google Business Profile optimized and consistent with your website and listings, so people nearby looking for an advisor or CPA can reach you through Search and Maps.
Sample firm
Ongoing reporting
See the work completed, how search activity has changed, and what comes next.
As advisors, offices, or services change, we update priority pages and local profiles. New content and any review responses wait for your firm’s approval.
Each report compares search activity with earlier months and suggests what to do next, with calls and inquiry forms counted wherever tracking allows.
Our team manages your website and ongoing SEO, with AI search included from Professional.
FAQs
What the work covers, what your plan includes, and what we can and can’t promise.
Yes, from Professional. We check what AI answers say about your firm for the questions your clients ask, like who helps with retirement income nearby.
Anything wrong or missing becomes an update to your pages or business details. Each review shows what changed since the last.
How search fits with our other servicesEssentials keeps your site’s technical SEO in good shape. Growth adds ongoing on-page work and your Google Business Profile. Professional brings in AI search, and Enterprise covers more than one site or office. It’s all in the plan price.
Compare search work by planThat’s local search. We keep your website, Google Business Profile and listings telling the same story about the areas you serve.
If your firm is fee-only, people may search that word plus their town. Accounting firms get the same work for “CPA firm near me”.
See marketing for accountantsYour firm does, before anything goes live, including any reply to a review. If your advisors are registered reps, FINRA Rule 2210 has a principal approve retail communications first.
Testimonials and ratings fall under the SEC Marketing Rule, and Illinois bars testimonials for state-registered advisers. Your compliance team decides on those.
How we write and check pagesYes. We built the search foundations into the website of NRACPA, a CPA firm in South Barrington, Illinois. The case study shows that design and build work, not rankings or inquiries.
See a CPA firm website exampleAsk what they changed, what they track and how they count an inquiry. Our monthly reports, from Growth, show the work done and search activity against earlier months.
How our financial advisor marketing reporting worksNobody can honestly give you a date. We don’t guarantee rankings, AI recommendations, inquiries, new clients, assets or revenue. The WealthDome™ Launch Guarantee covers going live in 21 days and a money-back window.
What our guarantees coverWe’ll create a free homepage design for your firm. Then we’ll walk you through it and recommend a plan built around your goals before you commit.
Limited availability
Up to 5 new firms each month.
Your firm gets the time and attention it deserves.