AI by industry · Financial advisors
Show up on Google and ChatGPT: financial advisors
People now ask assistants for “a fee-only financial advisor for physicians” or “someone to help with retirement near me.” The answers favor firms with clear pages on whom they serve, how they are paid and where they are registered, plus consistent profiles. State these facts plainly and keep them identical across the web.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your financial advisor to hand to AI first, what we would build, and roughly how long it takes.
State how you work
Say whether you are fee-only or earn commissions, whom you serve, where you are and how to start. Clear, truthful statements are easier to quote and build trust.
Describe your credentials and your work in plain language, not initials alone.
Registration and disclosures
Advisors are registered, and their records are public. Make sure your site and profiles match them, and include required disclosures.
A short bio page for each advisor, with background and focus, helps assistants answer questions about people.
Test what assistants say
Ask assistants the questions your best clients ask and see who is named, and what they say about you. Westward’s ChatGPT and AI search agent can run these checks on a schedule.
If they get something wrong, correct your own pages and profiles first.
Picture this
Examples of what it can look like. Illustrations, not clients.
An assistant asked about advisors who work with dentists near Irvine cites a firm whose page says so in one sentence.
Your registration name differs from your brand name on some profiles. Matching them helps assistants connect them.
A page that answers “how are financial advisors paid” opens with a two-sentence explanation.
The rules that apply, in their own words
“must be fair and balanced, and must provide a sound basis for evaluating the facts”
“Google’s automated ranking systems are designed to prioritize helpful, reliable information that’s created to benefit people”
Sources
- Google Search Central: creating helpful content: Google’s own guidance on what its ranking systems reward.
- FINRA Rule 2210: Communications with the Public: The rule for broker-dealer marketing and client messages.
- 17 CFR § 275.206(4)-1 (SEC Marketing Rule): The rule for investment adviser ads and testimonials.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your financial advisor to hand to AI first, what we would build, and roughly how long it takes.
Questions
Can I rank first?
No one can promise that. You improve your chances with clear, accurate pages and consistent listings.
Is it risky if AI describes me wrongly?
It can be. Checking regularly lets you correct your own pages and profiles.
Should I list my fees?
Describing how you are paid is helpful and often expected. Ask compliance about wording and disclosures.
More jobs AI can take on
What Westward builds for this
Show up on Google and ChatGPT: the same job in similar businesses