Is AI Sending Clients
To A Different Advisor?

Before a client calls a financial advisor, they ask ChatGPT, Google AI, or Perplexity who to trust with their money. This audit shows you exactly where you stand in that invisible conversation — and what to build to win it.

Built specifically for financial professionals. Covers credentials, regulatory signals, content authority, and trust infrastructure. No generic marketing audits.

YOUR REPORT INCLUDES

✓AI Visibility Score for your financial services profile

✓Platform-by-platform audit (ChatGPT, Google AI, Perplexity, Claude)

✓Credential & regulatory signal analysis (BrokerCheck, IAPD, state boards)

✓Entity clarity assessment — how AI identifies you vs. competitors

✓Content authority gap analysis by service area

✓Trust signal & review profile evaluation

✓Prioritized 30-day action plan