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.
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.
Download The AI Edge, FMG’s complete AI guide for financial advisors, full of actionable tips that help you make AI a powerful lead generation and content creation tool.