When someone asks AI about a financial adviser, what would we do?
A licensed advice practice wants educational pages measured, with general-advice warnings kept in place.
A composite, not a client
Picture a licensed financial-advice practice in a regional city. People ask AI tools about retirement planning, what to ask at a first meeting, and the difference between general and personal advice. The site describes the advisers and the licensee, then slides into language that sounds like a promise about retirement outcomes.
The practice is unnamed. Example Advice Co. is a placeholder only. We would not draft personal advice, and we would not invent performance figures.
Example prompts for this industry
These are examples of what people type. [Local area] stands in for a place. If a prompt says “best”, that is their wording, not a claim we make. A real engagement uses a fixed list you approve.
- Financial adviser for retirement planning in [Local area]
- What is general advice versus personal advice?
- Questions to ask a financial adviser at a first meeting
- How are advice fees usually explained?
- Superannuation questions before I retire
- What does a general-advice warning mean?
- Financial adviser for a small-business owner in [Local area]
- What services does Example Advice Co. list?
What we’d check first
Before any writing, we check whether AI tools can read and trust what is already public. A pass here is not a result. It only tells us the pages can be found.
- Crawler access to adviser, service and fee pages.
- Structured data that matches the practice and does not imply services the licensee does not offer.
- Consistent business details across the site and professional directories.
- Whether pages distinguish general information from personal advice, and whether a general-advice warning is present where the practice’s own compliance process requires one.
- Any performance, “outcome” or testimonial-style claim. We would flag those, not soften them into something that still over-claims.
- Fee descriptions that can be substantiated.
Audit, then Sprint, then Retainer
The same ladder as every other engagement. You can stop after any rung. Prices are on the pricing page.
AI Visibility Audit
Checks the site on educational topics, not personal situations, looking for missing warnings and unsupported claims. You get a fix list and a walkthrough. Prompt measurement is marked “not measured”.
Sprint
Inside your compliance process, we draft educational pages and FAQs for sign-off: first meetings, fees, what general advice is. Warnings stay where your compliance contact says. Then we re-audit to verify each fix.
Retainer
Planned: monthly rechecks, new educational pages when you add a topic, and a report with history. Prompt measurement also Coming. Still no personal advice.
How we’d read the prompts
Prompt measurement is Coming, as part of the Retainer; the audit marks it “not measured” today. A mention means the tool names the business. A citation means it points at a page or profile. This grid is a fictional point-in-time read of the example prompts, not a change over time, and not a client result.
| Example prompt | ChatGPT | Gemini | Perplexity | AI Overviews |
|---|---|---|---|---|
| Retirement planning adviser in [Local area] | Mentioned | Not mentioned | Cited | Not mentioned |
| General advice versus personal advice | Cited | Mentioned | Cited | Mentioned |
| Questions for a first meeting | Not mentioned | Cited | Mentioned | Not mentioned |
| How advice fees are explained | Mentioned | Not mentioned | Not mentioned | Mentioned |
| What a general-advice warning means | Cited | Not mentioned | Mentioned | Not mentioned |
| Example Advice Co. services | Not mentioned | Mentioned | Not mentioned | Mentioned |
Example data, not a real result
We work within this industry’s advertising rules
We work within the advertising rules that apply to financial advice, with your licensee and compliance process, including any general-advice warnings your compliance contact says belong on a page. We do not draft personal advice, and we do not invent returns or client outcomes.
Every draft goes through the practice’s own sign-off before it is published. We’re not lawyers and this isn’t legal advice.
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