"Who's a good financial adviser near me for retirement planning?" is exactly the kind of question people now ask ChatGPT and Google's AI Overview before they trust anyone with their money. If your firm isn't the one it recommends, that client books with whoever is.
Get your free AI visibility checkHanding someone your finances is one of the highest-trust decisions a person makes, so people lean heavily on a trusted first recommendation, and increasingly that first recommendation comes from an AI assistant. Ask one for "a financial planner for pre-retirees" and it returns a short, confident shortlist. If you're not on it, you're invisible to that client.
Advice clients are long-term and high-value, and most firms have no idea whether AI is putting them in front of the right people or leaving them out entirely.
We run the real questions prospective clients ask, retirement and super advice, SMSF, investment planning, insurance and estate planning, across Claude, ChatGPT, Perplexity, and Google AI Overview, for your area and niche. Then we show you whether your firm came up, and which competitors did instead.
Quick details first, then pick a time that works for you.