If you’re new here, welcome. The way we do these is Susan and I usually, twice a month, come online, and we help you parse through what everybody’s talking about. Right now, that is really how visible is your business online.
And so if you’re not familiar with FMG, and I see a lot of people saying that they are new, so thank you for being here. We are an award winning marketing tool. We now offer everything from websites to social media, scheduling, as well as the content itself. We have an entire content engine.
We have event tool kits that you can build landing pages, collect registrants, both virtual or in person. We have compliant texting and social media archiving as well as a brand new, just launched, testimonial product. So you were going to see, as we go through today, having reviews from clients and testimonials is gonna be a big part of these scores. So let’s jump in.
If you if you’re not familiar with F and G, that’s who we are and what we do. And I am Samantha Russell, our chief evangelist here. So I’ve shared this, you know, image before, but just basically to reiterate that why is this so important? It’s not just about AI being the new digital referral.
It is also about the fact that clients can be asking questions about your services to these tools, assuming it has access to the information it needs. So if you offer a certain service and you don’t really talk about it on your website, you don’t have it anywhere an up to date information that AI can pull from and scan, then somebody could be chatting with Claude or ChatGPT and get the wrong answers about your firm. And this has really changed fundamentally in the last six months. I mean, think about the way you all use, you know, these tools.
Right? I don’t know about all of you. And, actually, maybe tell us in the chat. What is your favorite AI right now?
Do you tend to use ChatGPT more, Google Gemini, Claude?
I have become obsessed with Claude. Okay. I see lots of Claude’s in there.
And especially, I don’t know if any of you played around with Fable, the release. It’s still free for pro users through the nineteenth. So, oh my gosh, if you have any, like, deep work you needed to do, I a hundred percent recommend testing it out. So okay. Ton tons of people saying Claude. But, yeah, if you think about the own way you interact with Claude, we just assume it has access to all of the answers, and we forget that there’s a lot of information not yet put there. So what we don’t want to happen is either a prospect or a client to be interacting with this tool and get the wrong information about you, or you don’t show up at all because your information is not available for AI to find an index.
And we’re gonna talk a little bit about what that means because, for instance, maybe you have a like, three video reviews on your website of you talking to a client and then saying, oh, I worked with this firm. You know, they did x, y, or z for me.
If there’s no transcript, if you don’t have schema in the background allowing the AI to scrape it, it almost does nothing for your visibility even though you have those three video testimonials on your page. So we’re gonna talk about what that looks like. And what we’re all saying is exactly what this graph shows from Neil Patel. This is from April, but it’s now saying that thirty six percent of people are using AI tools to get info almost completely tied with Google now.
That was in April. I would say now in July, it’s probably even more. I mean, it’s an exponential graph over into the right. And so just remember, as you as we’re looking at these scores, you do still have two audiences.
So I don’t want you to completely change everything about your website and your media and your LinkedIn page. Just for robots, you need to allow the robots to find you, index you, get that information, but then also be human centric when the human lands on your website or visit your social media so that that’s when the conversion happens. Right?
Someone just asked Tina just asked with Google, how many of those in this search results are Gemini results that appear first? That’s a great question. And I would say if anyone tells you they know a hundred percent the answer, they’re lying to you.
I think that a lot of what’s visibility happening in Google is really the Gemini at the top.
Google actually with a lot of questions is getting rid of any of the links below. So the whole idea of I’m ranking number five on Google doesn’t even really matter anymore. You again, you’re either there or you’re not. So this is the rubric, the AEO score.
Tell me in the chat, have you seen this before from us at FMG? I worked with our team to build this. So knowing everything that we built, or everything that we know about AI, we looked at what are all the factors, not just what we’re saying, but, you know, from Google, from, from Claude, from Perplexity. We figured out what are the top factors that go into whether or not you are likely to actually show up.
And so this is the breakdown of the rubric. Right? So you can see there’s a score attached to each one. So, obviously, the top two have the highest weight.
Then you can see the next ones after that and all the way down to LinkedIn, which is still important, but not as strong of a driver. And then you’ll see your total visibility score on the bottom.
Now one thing I want you to be aware of is that almost no one gets a perfect score. I have yet to see a score above an eighty or an eighty two. I think a one time sound eighty two.
And so we actually change this coloring to be if you’re over a seventy having strong visibility. And that’s because if we go back and look here, what is the top line Reviews and social proof. What do most financial advisers not have? Reviews and social proof. So if most of you are compete if your competition is other advisers, how visible you are is gonna partially be on how visible other people are. Right?
And so if all of your competition doesn’t have any reviews or social proof, then the weighting kind of changes in terms of what is a good score, if that makes sense. So, yes, by the way, everybody will get a copy of this presentation after today. So what we did was we built a tool. I’m gonna come back to that.
Would AI recommend your firm? A few people are saying they saw this, at Edge, which is awesome. So if you were there, you saw this part of it. So this is the tool that we built.
It’s our AEO score tool. And what it does is takes the manual part out of figuring this out and does it for you. So you come in, you put in your name, your firm name, your city and state, and your website URL.
And then you say, who do you serve and what makes you different? Now one thing I want to make sure you’re all aware of is two things. It says that the city and state is optional. However, we know that with any of these searches, AI really strongly takes into consideration for recommendations of financial advisers where you are located.
So I would highly suggest you put in a location there for the best results. Also, the name that you put in, because this is not just looking at your website. Remember that. It’s looking at all these different things.
If if we put in Gideon and he’s one of the advisers and then we ran the test again with another adviser at the firm’s name, we’re gonna get two different scores because those are two different people. And, again, if we look at what AI is actually scanning for, it’s looking at media mentions. It’s looking at awards. Well, maybe the firm didn’t get the award, but Gideon got the award himself.
Right? So you can run it not just, you know, once. You can do it a couple times, and the name is going to matter. Also, remember, with these AI tools, most people aren’t just saying, recommend me a financial adviser.
They’re talking to Claude, and they’re saying, you know, hey. I’m looking for an adviser to help me with this problem. And then Claude even remembers from previous chats things like, oh, this person is a widow, and they have three little kids, like in my case. And so they’re gonna say, okay.
Well, based upon previous conversations, I know you’ve told me x, y, and z. So now it’s looking for an adviser who maybe works with women in transition or people who have young children. Right? And so that all is important in terms of what you put in here.
So then you’re gonna see this page. It’s gonna take about thirty seconds, and this is what the tool is gonna do. It’s gonna look at your website, look for any third party reviews and social proof, Look for any media mentions you have.
Check directory. So that would be things like, you know, the NAPFA directory, the FPA, as well as your LinkedIn presence, as well as local directories that you might be or Google business profile. And then it’s gonna look for what we call overall sentiment. So in our industry, this is still, you know, in some cases newer, but maybe somebody on a Facebook community page was talking about your business and working with you, and they gave a glowing review.
So it wasn’t a review on Yelp or Google reviews, but AI can pick that up and see that as a positive sentiment signal. Does that make sense to everybody? So those are the areas that it’s checking for. Is everybody good, thumbs up, or yes, on what the different factors are that it’s looking at?
And I see a couple questions, coming in.
A client case study versus a testimonial. That’s a great question. Testimonials are always gonna be more powerful than case studies, and that’s because a case study, you are manipulating what the person is saying and turning it into your interpretation in terms of AI’s view. A testimonial is that person’s words.
Okay. Thank you, Kyle, for the thumbs up. So then you’re gonna get your score, and the score is gonna be your total score as well as all the different areas. So here, we’re gonna see that they have dedicated FAQ sections that target Henry and tech employee financial questions.
It’s also gonna talk about if we have any reviews and what those reviews are, if they’ve been in any podcast or had any magazine or, you know, again, media mentions. And then it’s gonna go and give you an overall green or red in all of these different areas. So Google business profile, third party reviews, press mentions, social media, directory, and index testimonials.
If you do not have testimonials because, again, you’re gonna see that this is such a big part of it, we just launched FMG testimonials. So you’re gonna hear me talk about that a little bit as go through this. The whole reason we launched this, everyone, we purchased Testimonial IQ, acquired Testimonial IQ in January, was because we saw at FMG that we could not help the advisers we were working with improve their AEO score without it. We had to offer a testimonial tool. So if your home office has yet not yet approved the ability to do testimonials, we have we are working behind the scenes with all of the largest broker dealers.
You know, it takes obviously time to get through that, but this product is a hundred percent built with compliance in mind. And reach out to us if you wanna kinda know where things stand and maybe if you’ll be able to use it soon. So I’m just going to go and show you again. This was the website of that Drucker Wealth that got the eighty two out of a hundred, and you’ll see things like they have exactly who they serve.
They have a whole page. And then within that page, they have Google employees. Right? Amazon employees, Meta employees.
So for every single one of those groups, they have exactly who they serve. For each person on their team, they have an entire, you know, page built out to that person. Because remember, sometimes someone is gonna be asking AI just about Gideon. Other times, they’re gonna be asking AI about Drucker wealth.
So you need to have strong presence for both. We can see the all the awards that they’ve been awarded. They don’t just put the logo, but they actually write it out. Right?
Because AI can always read the logo, so you need to make sure you’re listing out what your what the different awards that you’ve gotten. And, again, because this is third party, I know some of you might be thinking, oh, you know, how much weight should we put behind an Investopedia top one hundred award for AI at seeing it as these are all third party boards or third party platforms that have said this person is great. So it just AI wants to give the best possible, result to the person. So then as we go through, I’m just gonna go forward here a little bit.
It’s also going to give you for each section.
So website clearly communicates that Henry focus with tech company logos prominently displayed, target audience. They’re aligned, aligned, aligned, but then there is a gap about saying, okay. You could talk more specifically about RSUs and stock options.
So if somebody has specific queries about that, you’ll be more likely to show up. And then for all of those sections we saw on the scorecard, you’re gonna get your individual score, and it will be flagged as either yellow or red if it’s something you need to work on. So let’s run a few of these live on the folks who have submitted them.
Let me go back here.
So there we go. The first one that came in was Alta Strada Wealth Management. So here is the website, and you can see exactly what I’m seeing here. So just taking a quick look, financial planning your way. What’s everybody think about the website overall? So they’ve got some logos here of the different networks that they’re in.
They have advisers that build around your life, so they kinda have their value statement here. Britney said it looks really nice. I agree. They have their three step, you know, advice of how they do it.
Kitty said she believes they need to be more niche niche niche. What do you all say? So they have all these different information here. One of the things I would note note too that you’re gonna all see in these, how beautiful the website is, honestly breaks down not always having a correlation with your score because, again, the website’s only a part of it. Right? So I put this in to get our score, and Tyler is the name that was in the submission. I don’t know if Tyler is the main adviser or not, but the score became as a fifty two.
So it says Tyler Woods and Altastrada have a solid foundation website with strong technical structure, but it’s a newer firm. So third party signals are still developing. And so then it’s gonna give you all the different things. One of the things that mentions Tyler’s LinkedIn profile does not correctly surface in searches.
It also talks about there’s no Google views that are verified, and press mentions are limited to regulatory and directory listing. So you can see here in the red all the different areas that are coming up as red. Right? And then when we come down here, it’s gonna show that there was no Google reviews. There was not very many directory listings.
They don’t really have any media mentions. They’re doing well on their website content itself, but they need to add to the website content that’s what we call structured. So structured content is content that AI can pull out. So when you have an FAQ page, right, AI is able to see, oh, what is the question someone’s asking?
And then what is the answer to that question? And it loves that kind of formatting. So the more we can add that to our website, the more AI is going to like that.
Again, it noticed that there’s lots of different Tyler Woods, and so it was having problems matching the right Tyler Woods to that LinkedIn profile. And then at the bottom, what I love is our tool gives you priority action. So what are some quick wins that you could do today as well as things you could do one to two weeks from now and then ongoing? One thing that’s really important about ongoing, you’re gonna see here over and over again, you need to not just get reviews from clients once.
You need to have an ongoing process, and you’ll see as this comes up over and over again, not having reviews is really gonna damage your ability to be visible. So when we built, FMG’s testimonial tool, we built it so that it’s really an engine that is going to be ongoing. So you launch an automated survey. You collect client feedback.
It does not need to be used in marketing right away, but you can build it as a consistent repeatable process. You can show an auditor throughout the next twelve months. I’m going to contact everybody in my client list, but, you know, this many per month, or the trigger is gonna be after their annual client meeting. So you can prove that you are doing it in a compliant way.
You don’t have to push it to Google, by the way. You can have these reviews live in a AI written friendly way on your website. Right? So you can have a client testimonials page like you see here, and then the testimonials can be fed in so that AI can find them.
But this tool, if you haven’t checked it out, is really changing the game for people implementing it. Again, not many advisers have these reviews yet, but this is really how it works. So it’s four steps. You set it up once, and then it’s gonna be continuing to work in the background. Okay. Let’s look at another one.
This is our friend Dominic. I say our friend Susan and I have got to meet Dominic many times over the years at conferences and events. He submitted his site. He works with us at FMG, and we can scroll through and see he’s, you know, again, got a nice site, align your wealth with the life you want, different, you know, information about who he serves, the types of clients he serves. As you click on each one, it’s gonna tell you what each client does. And then he’s got, again, some of those reviews on the page here.
And then if we go through, he’s got more information about the approach, the team, resources, all kinds of stuff.
Alright. So we put it into the scorecard here, and seventy eight, strong visibility. So let’s see what is going right and wrong. So it looks like he’s got a check mark next to each.
But if we scroll down here on what he could improve, again, it’s gonna give us, an even improvement. And this one here is something to really pay attention to, this earned media and third party, mention. So you’ll see he’s been on a podcast. He had a byline in wealth management dot com and on trust and will. So the AI tools is also looking for have other people vouch for this person and said they’re such a credible expert that we’re gonna ask them for their opinion.
One thing I thought was interesting here with his LinkedIn profile, Dominic, it’s saying that the verified profile returned some empty field. So I didn’t go look at your LinkedIn profile, but there are some things apparently that it’s saying that it could find.
And but the the website content was AI ready. He has third party reviews and social proof. Again, big, big elements of the score.
Okay. Let’s see.
Some questions. Okay. I’m gonna keep going through a few more, and then I’ll look at more questions just because is this helpful for you all to see the site and the person and then the score?
I wish that I could pull up a lot of different elements, like their Google business profile, their LinkedIn page, but I thought we would just stick to websites to keep it clean because often that is the hub, right, where you then have your LinkedIn page, your, you know, links to media mentions. And that’s also just another tip for you. We were finding at FMG, for instance, that Susan Theater, our CMO, and myself are going and being on podcasts. We’re on stage at conferences, yet we didn’t have one page on FMG’s website where we put all of the places we’ve been featured in the media.
And so if somebody’s looking at FMG, they might not type in Susan Theater or Samantha Russell. So we weren’t getting the benefit of that. So we’re in the process of building a page right now to take all the bylines we’ve contributed, all of our conference speaking, and put it in one place on the F and G website. So if your firm is in the same boat, you have multiple advisers, maybe one person was just on a YouTube of or did a YouTube, another person did a podcast.
Build a page on your site that shows all of that in one place to make it easier for AI to find. Chris said this is discouraging. I’ve got so much to do. Don’t be discouraged.
We’re all in the same boat. I mean, think about how much has changed for all of us in the way we search with these AI tools. So no one is behind. The fact that you’re here means you are ahead.
Do not forget that. Okay. So hilltop financial planning. What do we think of this site, everybody?
Financial planning for individuals in their thirties, forties, and fifties.
I love that get financially organized, save with confidence, have a plan, like three bullet points of what they need to do.
Let’s see.
I like that they have really what I call natural language, tired of guessing with your money. Like, they’re talking to you just like they’re your friend.
Kyle works with clients to build their own custom financial plan, offers honest advice, how it works. So he’s got all of that on there.
He’s got services, about. He even has this podcast on here. Let’s see what the podcast looks like. Oh, technical issue.
Okay. So, again, when you have these kinds of things happen, this is not good for the AI score. Right? If you have a great podcast with all these guests and, you know, it’s featured in all kinds of places, but then AI can’t pull it up, that is not going to help you.
So let’s see what the score is for this one. Kyle Hill, fifty eight.
So what does it flag?
Oh, Joseph just asked above fifties are not good clients. So the score is showing you I’m so sorry if I didn’t make this clear. Let’s make this really clear. It’s showing you it’s might be kinda hard to read.
This score is your AI visibility. So how likely is AI to see and find you when someone says, who’s the best financial adviser for me in Washington DC? Or I am, you know, a young mom of three kids, and I’m looking for an adviser to help me as I grow my small business and save for their college. So this is how likely is AI to find you, reference you, and make you one of the answers in the list.
Right? Does that make sense to everybody? We’re all on the same page. So it’s giving you your score.
Okay.
So there we go. And his positive he’s got lots of positive sentiment overall, but it’s saying he only has one of the things they’re knocking him on is he only has one Google review that has one star, and that is not great for the overall sentiment. So you can see just by that one thing, having one review with one star, it knocked him from ability of twenty five points down to eight. So he needs to get more reviews to counterbalance that one negative one.
We hear from a lot of advisers, I don’t wanna get reviews. I don’t wanna get testimonials because I’m scared of getting a few bad ones. It’s not a big deal to have one or two bad reviews. The problem is if that’s all the reviews you have.
So maybe that’s not even a real client. Maybe that was a prospect. I’ve also seen people have one great review, and the client writes a glowing review, and then they accidentally hit one star. The issue is more about the quantity.
The more reviews you have, the more it’s a legitimate business, and it doesn’t look like a scam. Right? So when we look at all of the people using FMG testimonials, we find that there are on average, the rating is four point nine. Four point nine.
Tell me in the chat, what do you feel like is the biggest reason you haven’t wanted to launch a testimonial collecting review collecting process? Is it just compliance? Are you scared of getting bad reviews, or you’re not sure really, like, the process to deploy it to be compliant?
What is what is the reason? And I figured compliance was gonna be the number one thing, but I just wondered. Britney said I think it’s hard to ask clients for reviews. A really good thing to note, whenever we launch these programs where they you just create an email and we offer the email templates for you on how to ask.
Once you start it, we find that people are so thrilled to ask for a review, and it’s a lot easier for someone to leave one review that goes to work for you online, and everyone can see it than to say, hey. Do you have anyone you can refer to my way or, you know, those emails we sometimes send? You know, the nicest compliment you can give me is a referral to someone else. People don’t always wanna do the referrals, but the review takes them two seconds.
And they can do it once, and it keeps working for you. Right? Okay. Let’s look at some more.
Who we got here? This is planned with Katie.
So there she is. That’s such a cute picture.
I love a white suit too. And we’ve got some decisions are too important to figure out alone. She talks about who she serves as women in financial transition. Well, this is interesting. People that have farms and ranches doing succession planning. Whenever you have a very specific niche, by the way, your AI score will tend to be a little bit higher in the sense of AI knows who to send to you.
So if you try to be the adviser for everyone, AI often will send you no one because it thinks, well, I don’t really know who’s a good fit. But the more specific you are, the better your score often will be. Okay. She’s got some reviews.
She’s got more about where she where she’s located. That’s always really good for location for AEO. Okay. So here we go. So sixty two, growing. She’s got a strong personal brand.
It’s recommending she does an FAQ section. So you’ll see that come up a lot, and I actually should point out in case you’re listening and you have an FMG website, We have this new feature we added probably, I think, the fall of last year.
You can add FAQs with schema markup to any page of your website through this little widget. So you go to widget, and then you hit FAQ, and it will add those. You basically can type in your question. So let’s say you have a page all about how you work with farmers and ranchers for succession planning.
On the bottom of just that page, you can have all the FAQs relevant to that. Right? And then you can have an FAQ page about how you help widowed women, and then you can have an FAQ about how you help physicians. Right?
If you have multiple niche audiences, you can also have an FAQ in the site nav as well. That’s just about the whole page in general. I wanna do a few more, but I know we promise to be done at the thirty minute mark. So maybe while we’re doing this too, this would be a good time, Aubrey, for you to launch our poll, because I’m going through them fast.
If you want to hear more about how we can help you with your marketing and implement what we’re talking about here through the testimonials, through, you know, getting you those reviews so you can improve your your visibility, adding the FAQ and the schema markup to your site, all the different things that go into your score, we would love to talk with you, and it’ll be a lot easier to go through your particular situation when we we can run it for just you and then talk about what your score says and the areas that we can help specifically help you here at FMG.
One other thing I wanna mention before I go on to the next one, if you got an award, you have a podcast or a video, anything like that, do not forget to add a transcript. But another thing you can do is just build out a, like, a blog page. So every time you have a new podcast, you click add blog, you put the title of the blog, and then put the transcript on the page. You can also use this press release hack to get AI to pay more attention to you.
So let’s say you realize people aren’t really finding you when it comes to college planning, but you want to work with more families with college planning or who have young adults, you can issue a press release. Right? Russell Wealth launches program for college planning for families in Chicago, Illinois, and then talk all about the program. Because AI has what we call a recency bias.
So anything newer, it’s gonna pick up on number one. And number two, these AI platforms love press releases because to them, it’s news about the firm. So use those two hacks to your benefit.
Okay.
Does that also apply to your owned owned podcast? Yes. I would create a podcast page and have, like, a specific URL for each one of those.
Because, again, when you so here’s an example. We’re gonna look at this site, Financial Design Studio. When we click on their blog here, anytime we click a post, you see, like, in the URL itself now, it says, should I retire early? So let’s say the title of your podcast was financial conversations podcast.
So that your URL would now say financial design studio slash financial conversations podcast slash and then whatever the title is. So it’s just in terms of, like, the mechanics of it helping the AI to find your content better. Hopefully, that answers that question. Alright.
What do we all think of this site? Financial Designed Studio designed for life. So they I love they’re they’re very clear with their niche right here at the top. Tax efficient retirement planning for business leaders within ten years of retirement.
What do we think? Actually, this brings up a good point. A lot of you think that in for your niche, you need to say, I work with physicians or I work with people, you know, who are sales executives in Chicago, and you think of it in geographic or occupation. What I love about this is this is still a very broad category.
However, what they’re really thinking about is a pain point people have. Right? So they want it to be tax efficient retirement planning, and they’re about ten years away. So now they have a lot of questions. So it’s a very great way.
It’s still a wide swath of the population, but it sounds so niche. And I think that that is really, really great.
Okay. So they have a lot of logos. They do have some case studies here.
They’re talking about executives, VPs, and directors.
They work with them when it’s ready they’re ready to retire. Let’s They got process and pricing, all the different things that they do. By the way, if you do anything with tax prep or estate planning, quick tip, create a page on your website just about those things because those are the two most requested areas often by clients when they’re looking for an adviser. They wanna know, will they also help me, you know, incorporate the tax side of it, or will they also help with the state planning?
So if you work with the CPA, talk about it on that page. If you are a CPA or you do it in house, talk about it. But building out its own page is a really great strategy for more visibility. Alright.
Let’s see the score here. Seventy two. Very good.
They have sixty one five star Google reviews, active podcast, solid directory listings.
So, again, here we go. No index testimonials. So you will see over and over again the testimonials is really, really important for for these scores. Alright.
Let’s look at a few more Counterweight private wealth. Oh, I get it. Okay. And the logo is a little counterweight.
Wonder what the story is behind their plan confidently, optimize tax efficiency, build your legacy. They have a message from the founder right on the homepage.
This is a great example of remembering you have two audiences. Right? So you wanna design the website for the AI robots who are gonna read it, but the human is gonna watch this. And this is such a nice warm way, right, where you wanna see the face and hear the voice of the person we’re potentially going to be talking with. And they just have some are you prepared? Are you confident? Is your purpose clear?
Let’s see.
They’ve got just the different areas that they do. So let’s see what their score is. I wonder they also have a page just for tax, more about the story.
Okay. They do have some frequently asked questions here.
So let’s look and see their score.
Okay. Also in the seventies.
Okay. This is interesting. Add FAQ schema markup and expand the FAQs to address the common retirement and tax planning queries. So what that’s saying is they’ve got all these FAQs added here, but they don’t have what’s called schema markup in the background.
So what that means is remember I mentioned when we launched our FMG FAQ tool, we built it where you just type in what the question and the answer is. You don’t have to think about it. And in the background, we add the code. That’s what schema mark of it.
It’s a code added to your website that tells AI. This was the question. This was the answer. This page here does not have it.
This is not I’m assuming this is not it. No. It’s not a FMG website. So what you can do I think it was Steve.
Right? No. Nick. Sorry. Nick, what you can do well, you can always come move your website to FFG.
But in the meantime, you can also add schema markup to this page to help AI find it better.
Okay.
Let’s keep going. Oh, thank you. Aubrey just mentioned, I talk about all things AI once a month in a new AI newsletter that I just started. I think we’re up to almost a thousand subscribers, so thank you so much for everyone who’s joined.
She put the link in there. If you didn’t get the latest newsletter, let us know. It just went out last Saturday. And, actually, I gave a bunch of prompts that you can currently use in the free version of Fable that are amazing for doing prospect research.
Like, put in your there’s a prompt I gave of how to have Claude run an entire, like, research report just based on somebody’s LinkedIn page to give you everything you could want for a first initial prospect meeting and then a couple other prompts.
So let us know if you didn’t get it. Or if you want it, you can just click on the link in the chat, and we can add you to that you’ll get added to that email list.
Okay. I think we got two more. We’re doing pretty good. Roswell Asset Advisors. I like this is a different layout. Right? Normally, the navigation is always at the top here, so it’s got it over here to the side.
We’ve got just big bold text here. Okay. So they’ve got all these different things that they do listed out, and then you can click on them to read them. This is gonna be interesting to see what their score is because often when you do it this way, it doesn’t give you as big of an AI boost. So we’ll see what that looks like. Okay. So then oh, they have the menu down here again, how we help.
Retire soon. Alright. Let’s see their score.
Fifty eight. Yeah. I think one of the number one things I would suggest you do on that home page, Larry, is when you have these, like, drop downs where we where did it go? Where it’s just, like, the types of services you provide, AI cannot always read that those as much.
So he needs some more press mentions. He needs index text testimonials. Yeah. The content on the actual website needs to be written in a way that AI can scan and read.
So it also looks like he needs some more help with his LinkedIn profile. If you want we did a whole session just about LinkedIn and, you know, your LinkedIn bio, how important that is. Just a quick takeaway, when you’re on your LinkedIn page I’ll just pull mine up really fast for you all to see.
You see here, I would not just put financial adviser. You wanna be really specific just like on your website of who you help, like, what your niche audience is. And then also if you’re located in a specific area you wanna rank for or you have any credentials, credentials. So, like, CFP, anything CPA, anything like that.
So you’ll wanna put that right there. If we’re not connected on LinkedIn, please send me a message to connect with me and let me know you were here today. And I can also we can also send out the latest version of the AI newsletter. I think, actually, if you just go to my page, everybody yeah.
Right here. This one of me I I just came back from Switzerland with my family, and I had the link to sign up there too. So if if you leave here and you’re like, oh, no. I didn’t get the link from the chat, you can get it right here for the AI newsletter sign up.
Okay. We got one more to do, and I know a bunch of you submitted. Like I said, you are all going to get the link, but here’s one more. The six eleven group, they’ve got make confident financial decisions as you approach retirement.
They are being more specific here, serving preretirees and retirees in Largo, Florida and Avon Lake, Ohio.
We tend to work best with people between fifty and seventy five who worked hard, saved well, and are now trying to figure out how to make it last. I like that. They have two different location pages. If you’re trying to because a lot of people do just put, like, best financial adviser for whatever it is, and then AI will go often based on their current location even if they don’t say it.
So if you do have multiple locations, I would build out a location page for each. At FMG, we also have a tool where we can help you make sure your location data is consistent across all the platforms and directories. So one hundred percent, do that. That’s a really good way to do it.
They do have an FAQ page.
They have all the different pages for services. Let’s look at their they got a team page here.
If you can have a individual page for each person too like this. Right? So we click on his page. You see how now at the top, his name is in the URL?
That’s also a really good practice to make it easier for AI to find. Okay. So Willie has a sixty two. Let’s see what he needs to do.
Needs more testimonials. Are you noticing a trend? A lot of advisers do not have testimonials and reviews, and this is what these tools are looking for when they’re looking for who to recommend. Remember, the number one thing is they trust more AI trusts more what other people have to say about your business than what you have to say about your business, which makes sense. Right? They want to know that you are legitimate. So, again, here’s the scorecard of different things that this firm can do.
Awesome.
I oh, Hannah said we have a whole page of video testimonials under the resources tab. Let’s look at that. Do you remember we talked about this where were they?
Resources. I don’t see so number one, I would change whatever you’ve labeled it to be client reviews. You wanna make it as easy as possible for AI to find it.
Trusted partners.
What what do you have it under, Hannah? Let’s just look and see if I can help figure it out. Oh, I I lied under about client stories. So I’m and I don’t know if you can change it to client testimonials.
That might be better. But see how you have it just you kinda have it like a story. So to AI, you don’t have the word review. You don’t have the word testimonials.
You don’t have what clients say about working with six eleven group. So to them, client story does not equal client review to when I say to them, to AI. And then with these videos, this is great, again, for the human visiting, but I would change this, like, here to what whatever if you can say their name, why Pam and Stan decided to work with the six eleven group or what Pam and Stan had have to say about working with the six eleven group. And then make this its own each one of these their own page and put the full transcript on, and then change the page to, like, client reviews or client testimonials because that will tell AI that that’s what that page is.
Okay. We said we were gonna make it thirty minutes. We made it forty five minutes, which I’m sorry that we went long. But, hopefully, again, it was helpful for you to see a lot of those. If you let me go back here.
If you are watching this saying, I feel overwhelmed. What should I do next? Here is your little score blueprint of what you can do this very month to make sure that you’re moving the needle in some way. Hopefully, you got a lot of tips from me. Tell me in the chat, was it helpful for us to go through it this way? Because you’re all gonna get your score. But, hopefully, now as I went through the different points, it made a little bit more sense of what each of these things we’re talking about.
And if you get your score and you’re confused, you can always send an email back to us. We can set up a time to go through it with you.
Our marketing team’s email is always open. But when you get this score, you can connect with someone on our team who can go through your output with you and then, you know, tell you how we can help you improve. So if you maybe if you didn’t reply to the poll earlier, but you’re like, yes. I want you to someone from your team to go, you know, through this with me and then talk about the products that FMG can help me to improve it, our testimonial product, you can just drop your email in the chat, and we can make sure that somebody reaches out to you.
So if you didn’t hit the poll button before, you were distracted, I get it. Or maybe at the time you didn’t really realize how it was all working, you can drop your email in here, and we will reach out. And, basically, again, what we’ll do is we can go through your score and then say, okay. You need to improve your testimonials.
Here is how our testimonial product will help you do that. You need more FAQ and structured website content. Here’s how our we can add the FAQ and schema markup to the pages.
You need more content just structured for AI. Here’s how we can help you re rebuild that website.
But thank you so much. If I didn’t get to your question, I’m sorry. Again, my DMs are open on LinkedIn, or you can email us at the marketing email.
But we love, love, love working with all of you that we are working with. And if we’re not working with you already, that is the beauty of partnering with FMG. We really, really strive to stay on the front edge of what is happening, and there’s a lot happening out there with AI right now, and then bring it back to enhance our products and services to continually keep them, you know, cutting edge for you. So there are so many things coming down the line based on what we know is changing right now with the way people find and research advisers, and we can’t wait to share more of that soon. But thank you all so much, and I hope everybody has a great rest of the day. Go England.
Thanks, everyone.
