When clients ask AI about money decisions, be ready to be found.
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 and niche mentions
NAPFA, financial advisor directories, accounting industry publications. Reffed cannot build mentions for you; it shows what your own site is missing.
Most advisors start with Reffed Watch.
At $59/mo, Reffed Watch is an easy line-item for any advisory practice given the high lifetime value of a single client. Reffed Watch+Fix ($99/mo) is a WordPress beta that prepares supported fixes for you to approve.
See your firm's AI footprint.
Free audit. Reads your website the way Google and AI tools do. Full report in 60 seconds.