What's changed:

• "AEO" (answer engine optimization) is changing how advisors are recommended vs. "SEO" (search engine optimization), with how AI now summarizes the answers to people's questions, in different places like Google, ChatGPT and other sources, vs. directing to a website ranking based on old keywords, paid ads, etc.
  
  
• People are asking Google, other search engines and now within ChatGPT for recommendations for advisors, looking for those who specialize in what they need, and often, even when they've been referred to an advisor.

What you need to know and do to increase your chances of getting recommended:

• "AEO" will pull answers and recommendations based on current, recent, consistent digital sources with mentions in multiple places answering people's questions and showing you're a reputable source to refer them to, like:
  
  • Current, fresh website and blog content
  • Social posts
  • Videos
    
  • Awards, articles, mentions
  • Client reviews
    
    
• Reviews/Client testimonials across multiple platforms can have a significant impact on this, specifically having testimonials on your firm's website
  
  
• Google Reviews are important, but you're not able to control them, anyone can review you, so compliance can be a challenge and the reviews are owned by Google, so you're limited on how you can use them in your marketing
  
  
• FMG Testimonials* allows you to:
  • Request and receive direct client testimonials through multiple ways, including:
    • Email campaigns triggered by events in your CRM (Wealthbox, Redtail and Salesforce), like after annual reviews
    • Links you can use in your email signature, website, social media and more, to request from clients
      
      
  • Compile those reviews for use on:
    • Your website, with:
      • Preferences you can choose with which ones are highlighted, and what information is provided (and then all testimonials can be viewed)
      • New testimonials are automatically added as you get them
    • Your email signature, social posts and any other marketing materials, because your clients have agreed to this when they give the review (and you own the testimonial)
      
      
  • Ensure only reviews from clients are included, that you'll be able to review, approve and archive them to ensure your compliant
    (In the future, for certain broker/dealers, compliance integration will eventually be included)
    
    

*Now available to RIAs and firms who are self-compliant. Please reach out to see when your broker/dealer has approved.

Click to see take a behind the scenes look!

$99 set up
$99 per month/advisor*

*For firms with more than 1 advisor, pricing per advisor goes down based on total number of advisors, contact me for pricing.