AI Search Visibility for Wealth Advisors & RIAs · SEO / AEO / GEO
Someone who just sold a business asked AI who should manage the money. Were you the answer?
Forever Cited measures how often ChatGPT, Google AI, Claude, Gemini, and Perplexity name your firm when a family or a business owner asks who should manage a liquidity event, a retirement, or an exit — then builds the cited authority those engines draw on. Measured weekly. Proven against a baseline. One firm per specialty, per market.
Free · Two minutes to request · No sales call before you see your numbers
- ✓Your 0–100 score
- ✓The actual AI answers, named
- ✓Your three biggest gaps
- ✓Whether your market is still open
“I just sold my business and I need a fee-only fiduciary advisor near me. Who is actually good, not just a salesperson?”
Every signal that put those three in the answer can be built. None of it is luck.
This is where a liquidity event gets decided now. Two or three names. Everyone else doesn’t exist.
The problem
The referral still happens. The verification happens first, on AI.
You built this practice on trust — the CPA who refers a client selling a business, the attorney who sends a family after an estate settles. But the person with real money to place now asks ChatGPT, Google, or Perplexity who the best fee-only fiduciary is for their situation, and the answer names two or three firms. Usually the ones with the loudest marketing, not the most disclosed.
Search didn’t die. It moved above the results. AI answers now sit on top of every page Google shows, and a growing share of people with a liquidity event never scroll past them. If your firm isn’t in the answer, the assets go to whoever is — and you never even know the call existed.
45%
of consumers used AI tools like ChatGPT to find a local business in the past year — up from 6% the year before.
BrightLocal, Local Consumer Review Survey, 2026
1.2%
of those businesses is all ChatGPT recommends. The answer is two or three names, and the rest are invisible.
SOCi, Visibility Index, 2026
Weekly
The same prompts, re-asked on five engines every week and scored against a frozen baseline — so you see your firm move, or see that it hasn’t.
The Forever Cited method, published at /methodology
Be the firm AI names when the next client asks. Measured every week. Proven against a baseline you can check.
That is the whole offer. Everything below is how we do it for your specialty, and what we will never do.
What we measure
The questions prospective clients ask AI — and that we measure for your firm
These are the prompts your audit runs, in your market, on all five engines. They are the questions people type before they ever call an advisor. Your score is how often your firm is in the answer.
- fee-only fiduciary advisor for a large portfolio in [city]
- best wealth manager near me for retirement
- fee-only vs commission advisor
- ria for a business owner exit plan
- top-rated financial advisor reviews [city]
- how to find a fiduciary advisor near me
- fee-only financial advisor for a liquidity event
- what is the difference between an ria and a broker
Your audit uses your market’s version of these. The weekly run re-asks every one, on every engine, and shows you the answers.
Which of these name your firm today? The free audit runs every one in your market and shows you the answers, word for word.
See my AI answers — freeGuardrails built in
Written to the SEC Marketing Rule. Every piece, every week.
SEC Marketing Rule 206(4)-1. Every piece we publish for you is written to the SEC Marketing Rule — no performance claims without required context, no undisclosed testimonials or endorsements, no third-party ratings presented without their required disclosures. You approve every word before it goes live, and your compliance review happens before anything is public. Most agencies hand you a draft and hope. We hand you a draft that already passed the rule.
What we will never publish for you:
- ✕Promise a guaranteed return
- ✕Cherry-pick performance results
- ✕Claim you “beat the market”
- ✕Publish an undisclosed compensated testimonial or imply FDIC insurance
The record AI checks
The directories AI checks before it names a wealth advisor
When an engine decides whether you are who your site says you are, it reads these first. We claim, correct, and verify every one — same name, same specialty, same firm, everywhere.
Is your record consistent on every one of these? One mismatch is enough to drop you from the answer. The audit checks each profile against your site.
Check my record — freeMethod
How your firm becomes the answer
No jargon, no black box. Three moves, run every week, with the evidence in your inbox.
01Measure
Know exactly where you stand
We score your firm 0–100 across the questions prospective clients actually ask in your specialty and market — liquidity events, retirement planning, business-owner exits — on ChatGPT, Google AI, Claude, Gemini, and Perplexity, plus classic search, directories, and reviews. That score is frozen as your baseline. Everything after gets proven against it.
02Build
Publish the authority AI cites
AI engines cite advisors whose published guidance is disclosed, plain, and fee-transparent. We draft that authority for your review — how fee-only differs from commission, what a fiduciary standard actually requires, how a business-owner exit gets planned — free of performance claims, and you approve every word before anything goes live. Compliance review before publication is the feature, not a delay. Directories, entities, and reviews get fixed alongside it.
03Prove
See your name appear
Every week: the same prompts, re-asked. The actual answers, side by side with your baseline. Which engines name you now that didn’t. What moved, what’s next. If a number didn’t move, you’ll see that too — measured honestly or not at all. How we score.
The engagement
One engagement. Everything handled.
This is done-for-you. Your total time commitment is approving content and reading a five-minute weekly report.
Pricing is shared in your audit readout.
Month-to-month. One firm per specialty, per market — when your market is taken, it’s taken.
Check if your market is open — free auditRisk, reversed
Built so hiring us is the low-risk move
◆Month-to-month
No annual contract. The weekly proof keeps the relationship, not a signature.
◎Market exclusivity
We will never work for a competing firm in your specialty and market. In writing. Check if your market is open →
✓The Marketing Rule, respected
Nothing publishes without your approval. No performance claims without required context, no undisclosed testimonials, no gated reviews — the Marketing Rule is the floor, not an afterthought.
⊞Client accounts, untouched
We never access client accounts, holdings, or custodial data. Your fiduciary and confidentiality obligations stay entirely with you.
⌂You own everything
Every article, page, and profile we build belongs to your firm. Leave anytime; it all stays yours.
!No fake promises
Nobody can guarantee what AI will say. Anyone who does is lying to you. We guarantee measurement, transparency, and work you can verify.
Questions
Questions wealth advisors and RIAs actually ask
What exactly is AEO and GEO, in plain English?
SEO ranks you in the list of links. AEO — Answer Engine Optimization — gets you named in the answer AI gives instead of the list. GEO — Generative Engine Optimization — gets you cited as a source those engines trust. People with a liquidity event increasingly read one answer instead of ten links, so being the answer is the whole game.
Most of my business is referral-based. Why does this matter to me?
Because referrals get verified now. The prospect a CPA or estate attorney sends still looks you up — and increasingly asks AI who the best fiduciary is for a portfolio their size. When the answer names three other firms and not yours, a warm referral goes cold before the first call. Visibility doesn’t replace your referral engine; it stops it from leaking.
Is this compliant with the SEC Marketing Rule?
By construction. You approve every word before publication, Marketing Rule disclosures are built into every piece that touches performance or testimonials, review requests are disclosed and never gated, and we never touch client accounts or holdings. Your compliance review happens before anything is public.
How long until AI starts naming my firm?
Directory and technical fixes usually move numbers inside 30 days. Content authority that changes which firms AI cites typically compounds over 60–90 days. You see the evidence weekly from day one — including what hasn’t moved yet.
We already pay a marketing firm for SEO. Isn’t this the same thing?
Ask them one question: “Which AI engines named our firm last week, for which prompts?” If they can’t answer, they’re optimizing for a results page prospects are scrolling past. We measure the answers themselves — and traditional SEO is included, not ignored.
What does an engagement cost?
We share exact pricing in your audit readout, after we’ve seen your market and scope. What you should know now: it’s a done-for-you engagement with market exclusivity — we turn away every competing firm in your market — billed month-to-month with no long-term contract.
What do I get in the free audit — and what’s the catch?
Your 0–100 score, the real prompts prospective clients use in your market, the actual AI answers showing who gets named, and your three biggest gaps — delivered in a 30-minute readout. The “catch”: we take one firm per specialty per market, so the audit is also how we decide fit, on both sides.
The free audit
Find out what AI says when the next liquidity event asks.
What you get, free, in a 30-minute readout. One audit per firm.
Free. No credit card, no contract, no pitch before you see the numbers. If the audit shows you are already the answer, we will tell you so.