On this page
As of November 2026, people ask AI assistants to find a financial advisor for a need, such as retirement planning. An advisor gets into those answers when the site states the services, the clients served, how the advisor is paid and the advisor's credentials, and when other trusted sources agree.
What your site needs
- One page for each service, such as retirement, tax or estate planning.
- Who you serve, such as business owners or families, and any minimums.
- How you are paid: fee-only, commission or both.
- A page for each advisor, with credentials and registrations.
Follow the rules first
Follow the advertising and disclosure rules that apply to you. Do not promise returns. Content about money is held to a high bar for who wrote it and why readers can trust it.
Markup that matches the page
Use FinancialService or LocalBusiness markup with the same name, address and phone as the page.
Questions people ask
Do I need to post articles?
They help when an advisor writes them and they answer real client questions. Clear service pages come first.
Do reviews help?
Real reviews help, where the rules let you show them. Never invent or buy them.
What if AI names a large firm instead?
Check which sources it cites. A mention on those sites has the most effect.
What this does not tell you
Which of your pages AI crawlers can read today, and what AI assistants say about you now.
Sources
- 1.Schema.org: FinancialService: the type and its properties
- 2.Google Search Central: Creating helpful, reliable, people-first content: who wrote it, and why readers can trust it
- 3.Google Search Central: AI features and your website: how AI Overviews and AI Mode choose pages