How to get recommended by AI for financial advisors

Financial advice is a high-trust, heavily researched decision, and affluent buyers increasingly vet advisors through an assistant before they will take a first call. In a category where models are deliberately cautious, the advisors who get named are the ones whose website states their specialty, credentials and who they serve in plain language, and whose third-party footprint confirms they are real and legitimate.

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Checks the AI-search readiness signals on your website. No signup. ~15 seconds.

FAQ

What do AI assistants look for in an advisor?Verifiable expertise and a clear niche. State your credentials, your specialty — retirement, small-business owners, physicians, whatever it is — and who you serve, in plain text the model can read and verify. A clear, specific niche makes you the obvious answer to a specific question; a generic full-service wealth-management page makes you one of a thousand.

Why does trust weigh so heavily here?Because models are cautious about recommending anyone in money and health, so they lean on signals that reduce their risk: consistent identity across the web, genuine reviews, recognized credentials, and third-party mentions. An advisor whose details are consistent everywhere and who shows up in reputable sources clears that bar; one who is hard to verify quietly gets left out.

How do I find out where I stand?Run a free Cited scan — it checks the AI-search readiness signals on your website (crawler access, llms.txt, structured data and answer-ready content) and lists the fixes to make first.

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Most businesses score under 40/100 and have no idea. Find your score in 15 seconds, then fix it.

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