When clients ask AI about money decisions, be the trusted citation.
Tax planning, retirement strategy, "should I work with a fiduciary," "best accountant for small business owners in [city]" — these questions all route through AI now. The advisor cited in the answer is the one who gets the consultation.
Financial questions are high-research, high-trust.
Clients spend weeks researching advisors before they commit. AI assistants are now central to that research. Advisors who show up consistently in AI citations capture the high-intent click that becomes a consultation.
FinancialService + Accountant schema
Proper schema types for the financial industry, with credentials (CFP, CPA, CFA), specialties, and service area information.
Credential signaling
Designations, certifications, regulatory registrations (Series 65, ADV) — surfaced in both visible content and schema. Authority signals weight heavily for AI engines in regulated industries.
Question-based content
"Should I take Social Security at 62?" "How does the new tax law affect [situation]?" "Do I need a fiduciary?" Built with FAQPage schema for direct extraction by AI engines.
Calculation + planning guides
Retirement calculators, tax planning walkthroughs, situation-specific guides. Substantive content that AI engines reward and clients return to.
Compliance-aware content
FINRA/SEC-compliant content patterns. We're not your compliance department, but we know the patterns that work for AI visibility while staying within standard advisory disclosure norms.
Local + niche citation building
NAPFA, financial advisor directories, accounting industry publications. We identify the third-party citations that move AI search in financial categories.
Most advisors start with Reffed Watch.
At $29/mo, Reffed Watch is an easy line-item for any advisory practice given the high lifetime value of a single client. Foundation (Q4 2026) will add automated technical fixes.
See your firm's AI footprint.
Free audit. Tests advisor and accountant queries across major AI engines.