SEO, AEO and GEO for Financial Services Firms

Google holds money topics to a higher standard because bad advice can cost people real money. So every page we build names a qualified author, cites primary sources such as regulator guidance, shows when it was last reviewed and keeps claims inside what your firm can support. We write fewer, deeper pages rather than many thin ones. AI engines apply a similar filter, quoting firms whose expertise they can check over pages with no visible author.

Because engines need to see who is giving the advice. A retirement explainer signed by a named planner, with a bio page listing credentials and a matching BrokerCheck record where it applies, is far easier to trust than an unsigned post. We build author pages for your advisors, accountants or loan officers, link them to the work they review and mark them up with schema, so search and AI engines connect each person to your firm.

It is written to. Before drafting we collect your disclosure language, prohibited claims, approval steps and the FINRA, SEC or state rules your team applies. Drafts arrive with sources cited, no performance promises or projected returns, and flags on any line that needs a decision. Your compliance team approves every page before it goes live. We don't give legal or compliance advice, and your reviewers always have the final word.

Not on every query, and we won't pretend otherwise. They own broad questions such as what a Roth IRA is. Firms win on the specific and the local: retirement planning for teachers in your state, small business loans in your city, questions only a practitioner answers well. We also pitch your advisors to those publishers as sources, because a quote in a cited article can put your firm into the answer even where your own page doesn't rank.

We track the actions that matter in your own analytics: booked consultations, contact forms, and account or loan applications started and submitted. AI referrals are separated from Google and Bing, and we check your CRM where you allow it so a lead is counted once. We never need client financial data to do this. The report counts outcomes, not page views, and reads them against the baseline set in the first month.

We set the baseline in the first 30 days and give you the first full read against it at day 90. Fixes to crawling, entity records and existing pages usually register first. New author-led content depends on how quickly compliance approves it, and earning mentions in publications takes months. We don't guarantee rankings, citations, lead volumes or dates, and anyone who does in a regulated industry is a risk.

Yes, because people now ask AI engines the questions they used to ask a friend: is this credit union safe, which advisor near me charges a flat fee, is this firm legit. The answer names a few firms and a plan. Local firms with clear entity records and credentialed pages are often easier to cite than national brands. Our AI Visibility Agency page explains how we run search and AI as one program.

We have three plans, from $499 to $1,499 per month. Most financial firms start on Full Service SEO and AI Visibility at $1,499 per month, which covers all six workstreams. If you want a first look, the AI Visibility Audit is $199 one time. Third-party fees, such as editorial or placement fees and paid listings, are approved and paid by you directly. Every plan is on our pricing page.

We need read access to your analytics and Google Search Console, and editor access to your CMS if we publish for you. We don't need client accounts, core banking or portfolio systems, or any customer data. If your vendor or information security policy requires a review before access, we complete it first, and anything we publish still goes through your compliance approval.