Financial Advisors:
ChatGPT Is Recommending Your
Competitors Right Now
You show up when prospects search your name. But when they ask
Those advisors close at 2-3X your rate. Are you one of them?
Where your patients are searching:
You're in ChatGPT.
You're Just Not Being Recommended.
Go ahead — open ChatGPT and search your firm name. You'll show up. Of course you will. That's a name search. You're the only answer.
The Twist
This is how high-net-worth prospects actually use AI. They don't search your name. They describe their situation. And when they do, ChatGPT doesn't list 10 advisors. It recommends 3-4. By name.
Based on your timeline and asset level, I recommend looking for firms specializing in pre-retirement transition and tax-efficient withdrawal strategies.
The top recommended firms for this profile are:
You're not here.
Your Front Desk Already Knows the Difference.
They Just Don't Know Why.
Type 1 Call
They found 10 advisors on Google. You're name #6 on their spreadsheet.They don't know why you're different. So they're comparing the only thing they can: price.15 minutes later: 'Let me think about it.'
Type 2 Call
That's it. That's the whole call.
They didn't find you. AI recommended you.• No fee interrogation.• No 'are you a fiduciary?' — AI already told them.• No comparison shopping. They already decided.They just need an appointment.
You don't need more calls. You need better calls.
Same phone. Same front desk. Same hours.
The only difference? AI didn't just list you. It recommended you.
This Isn't SEO.
Your Agency Can't Fix This.
Right now you're probably thinking: "I'll just tell my SEO guy to handle it." Here's the problem.
Old Game: SEO
SEO optimizes for Google rankings. Get to position #1 for "financial advisor Austin". More traffic. More clicks.
New Game: AI Optimization
AI doesn't rank. AI recommends. It's scanning thousands of signals to decide who to recommend by name. Different game. Different rules.
What Actually Triggers a Recommendation?
We call it The CITE Framework.
AI isn't random. It's looking for signals most practices don't have:
Are you present across the platforms AI trusts? Directories, review sites, publications — not just your website.
Can AI actually extract your info? Services, specializations, locations — or is it buried in PDFs it can't parse?
Credentials, certifications, reviews, awards. The authority markers that tell AI you're legitimate.
Does AI know exactly what you are? "Fee-only fiduciary for tech execs" vs "Wealth Management".
The Window Is Now
The practices getting recommended aren't smarter than you. They just got there first.
Today
Open Opportunity
Most practices only show up for name searches. A handful dominate the help-seeking queries. Easy to break in.
6 Months From Now
Harder to Compete
10-15 practices per market will figure this out. The first movers will have entrenched authority signals.
12 Months From Now
First Mover Advantage Gone
This will be table stakes. Hard to displace the winners who have been accumulating data authority for a year.
See Exactly Where You Stand.
Analysis
We run 25 AI queries specific to your specialty and city
Visibility
You see exactly where you appear — and where you don't
Comparison
We compare you to your top competitors — who's getting recommended
The Gap
You walk away knowing your gap — and what it's costing you
Free 15-minute Gap Check. We'll show you exactly what's missing — and how fixable it is.