// For financial advisors · One-time $297
When Someone Asks ChatGPT For An Advisor, Are You Named?
The 48-Hour AI Recommendation Audit for Financial Advisors shows where you stand on AI search and Google, which advisors get named instead, and exactly what to fix first.
Delivered within 48 hours
// The Problem
People are asking ChatGPT who to trust with their money.
People used to scroll Google. Now many just ask an AI tool: "Who's the best fee-only financial advisor near me?" or "Retirement planner for business owners in Denver?" The AI gives a few names. Most independent advisors are not one of them.
If you're not named, you never get the call. And you can't fix what you can't see. This audit shows you.
What's in your audit
The real questions future clients ask
Prompts like "best fee-only financial advisor near me" or "retirement planner in [your city]". We run them in ChatGPT and other AI tools and show if you're named for each one.
Which advisors AI names instead, and why
The firms AI recommends, and the exact places it pulls them from: directories, review sites, "best of" lists and their own websites.
What your website is missing
The things AI looks for and can't find on your site. Things like clear fees, credentials (CFP, fiduciary), FAQs, who you serve, where you work, and structured data (code that tells search tools what your firm is).
Gaps in your listings
Where you are missing, or listed wrong, across the advisor directories and profiles AI and Google trust.
At least 10 specific fixes, in order
A ranked list. What to do first, second and third to help AI search and Google start recommending you.
Free bonuses
Included with every audit.
Fix-It Scripts
$197 valueCopy-paste wording for your fees, credentials, FAQ and Google Business Profile. Written to support SEC and FINRA marketing rules. It does not replace your own compliance review.
15-Minute Walkthrough Call
$150 valueWe go over your audit together, so you know exactly what to do first.
30-Day Re-Check
$97 valueWe re-run your top AI prompts a month later to see what changed.
Total value: $741
Your price: $297
One-time payment
$297
No subscription. Delivered within 48 hours. After you pay, a short form asks about your firm and competitors.
The 48-Hour Guarantee
If your audit isn't in your inbox within 48 hours, or it has fewer than 10 specific fixes, you get a full refund.
Each audit is built by hand, so we only take 5 per week.
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We send your audit and receipt here.
Secure checkout. Payments processed by PayPal. One-time payment, no subscription.
No one can guarantee a ranking or a recommendation. We show you what to fix so you are more likely to be found.
Straight Answers.
Who is this for?
Independent, owner-run financial advisors and RIAs. If you run your own firm, this is built for you.
How fast do I get it?
Within 48 hours of sending your short form after you pay. If it's late, or has fewer than 10 specific fixes, you get a full refund.
Is this a subscription?
No. It is one payment of $297. Nothing renews.
Will the fixes fit SEC and FINRA marketing rules?
We write them with those rules in mind. No testimonials, no talk of returns. They support your compliance process. They don't replace it, so your compliance review still comes first.
Can you guarantee I'll show up in ChatGPT?
No one can guarantee a ranking or a recommendation. The audit shows you what is holding you back and what to fix first, so you are more likely to be found.
Can you do the fixes for me?
Yes. The audit shows you exactly what's wrong. The AI Visibility Growth Plan fixes it and keeps you visible. The $297 is a separate purchase and is not credited toward the plan.
How do I pay?
Securely through PayPal. You can use a PayPal account or a debit or credit card.