Illustrative sample audit

An example of a financial-advisor AI visibility audit

This page shows made-up example results to illustrate the report format. Your free audit uses your firm, website, and current prompt results.

Made-up example results — no customer audit or customer record was used.

See where your business stands. Run your own free audit in under a minute, with no account required.

AI Visibility Score

Example Advisory Firm

Illustrative score only · made-up results

Example per-engine breakdown

ChatGPT 18 / 100 found in 1 / 13

Claude 35 / 100 found in 3 / 13

Perplexity 64 / 100 found in 7 / 13

Example citation gaps

Missed ChatGPT Best fiduciary financial advisors for retirees

Missed Claude Top-rated wealth management firms for high-net-worth individuals

Missed Perplexity Fee-only financial planners near Austin, TX

Example recommended fixes

Schema markup: add FAQPage + Organization JSON-LD to your homepage so AI can extract your services and locations directly.

Add FAQPage schema to your top service pages so AI can extract answers directly.
Publish a clear "About" + "Locations" page with Organization JSON-LD.
Get listed in two industry directories that AI already trusts for citations.