The other day, a financial advisor asked Samantha Russell:
“How in the world do we get AI to recommend our business?”
She answered right away and said financial advisors need to focus on three things: get reviews, build their reputation, and format their content using natural language and Q&As. Dig into these steps below and learn how you can get AI tools to recommend your advisor business.
1. Get Reviews
Reviews influence how AI and search engines connect prospects to your advisor business. Ask clients to leave detailed feedback on sites like Google, Wealthtender, Facebook, and VouchedFor. Specific details make all the difference.
For example:
“As a couple who also owns a small business together here in Memphis, we had specific questions about succession planning and how we’d generate income in retirement…”
A review like this can help your business show up when someone searches for:
“financial planner for small businesses in Memphis”
Reviews speak directly to AI models scanning the internet for the best options. They provide important context, keywords, and proof that your business serves real people with real needs.
2. Build Your Reputation
Reputation attracts AI attention. You should get quoted in articles, join podcasts, write articles, and share your opinions in guest posts.
AI tools are trained on enormous data sets filled with public media and indexed websites. When they analyze results, they tend to prefer businesses seen as authorities and experts in their respective fields. A strong reputation shows AI that your business belongs among top results for searches related to financial advisors.
3. Format Content Using Natural Language and Q&As
People ask AI tools questions like:
“Who is the best financial advisor in Memphis who also does estate planning and taxes?”
Your content needs to reflect how real clients speak and search.
Here are a few ideas to help AI match your advisor business to those searches:
- Write Q&A style blog posts
- Add FAQ sections to every page
- Keep copy conversational and true to how clients talk
This approach guides AI tools toward the right context and keywords – that your clients and prospects are actually searching for.
Bonus tip: Use Schema Markup. This is a type of structured data added to your website’s code that helps search engines and AI tools understand your pages faster and connect them to relevant searches about AI for your advisor business.
Why It Matters for Your Advisor Business
Financial advisors face plenty of competition. You work hard to build trust and help clients make the best decisions. AI tools now play a big part in how prospects find advisors.
Just like video marketing helps advisors build connections and boost SEO, these three steps give your business a path to appear in AI-driven searches.
When prospects look for advisors who specialize in certain niches or services, AI needs strong signals from your reviews, reputation, and content. With these in place, AI models can confidently recommend your business to people searching for a financial advisor.
AI Tools that Save You Time
FMG’s AI tools are built directly into all aspects of the platform to help advisors save time where it matters most. Whether it’s writing content, staying compliant, or getting instant support, our AI tools help you get it done better and faster.
Find Out More HereHow can AI help promote my financial advisor business?
AI tools pull from online content, reviews, and reputation signals to recommend businesses that match specific search queries. When your business shows up in blog posts, reviews, and FAQs, AI platforms are more likely to include you in their suggestions.
What type of reviews help AI find my advisor business?
Detailed, client-specific reviews that include location, services, and outcomes help AI understand your specialties and geographic relevance. Platforms like Google and Wealthtender work best for these.
Why does natural language matter in financial advisor marketing?
Most AI queries come in question format. Using natural, conversational language that mirrors how your clients actually speak helps AI models better match your content to real search terms.
What’s the best way to improve my online reputation as a financial advisor?
Start by contributing to industry blogs, getting featured on podcasts, and offering expert quotes in financial publications. This builds authority and trust with both human users and AI tools.
What is schema markup and how does it help my advisor business?
Schema markup is a type of structured data added to your website’s code. It helps AI and search engines interpret your pages more clearly, improving visibility in search results and featured snippets.
