SEO Services for Financial Advisors

Welcome to ICA

We grow your online presence so you can focus on what matters most: your clients.

Access Your Dashboard
ICA SEO Dashboard showing site metrics, keyword rankings, and performance data

What to Expect

Your onboarding takes about 2 weeks. Here's what you'll do and what we handle.

You

Your Tasks

About 30 minutes total

  • Complete intake form Business details, target keywords, competitors
  • Grant account access Add us to Google Search Console, Analytics, and Business Profile
  • Provide website login WordPress or CMS admin access for optimization tools
  • Review and approve plan We'll send our recommendations for your sign-off
We

We Handle

Everything else

  • Complete site audit Technical analysis with prioritized fixes
  • Research keywords & competitors Identify high-value opportunities for your market
  • Set up tracking & reporting Dashboard, rank tracking, automated monthly reports
  • Install optimization tools AISEO pixel and technical configurations
  • Build citations Submit to 30+ directories for local visibility
  • Launch your campaign Activate optimizations and begin monthly work

What We Need

To get started quickly, we need access to a few key accounts.

Website Admin

WordPress or CMS login to install optimization tools and make technical improvements.

Google Search Console

Add us as a user with Full permissions to monitor search performance and indexing.

Google Analytics

Add us as a Viewer to track traffic trends and measure campaign performance.

Google Business Profile

Add us as a Manager to optimize your local presence and manage reviews.

Your Dashboard

Your personalized ICA dashboard gives you 24/7 visibility into your SEO campaign performance.

  • Keyword rankings in real time
  • Organic traffic metrics
  • Site health score tracking
  • Monthly automated reports
  • Competitor benchmarking
Access your dashboard
ICA Dashboard interface showing SEO metrics and analytics

What's Included

Everything you need to grow your online presence and attract more clients. Here's what you get every month.

Monthly Deliverables

  • 2 Optimized Content Pieces Blog posts or landing pages written and optimized for your target keywords
  • 4 Google Business Profile Posts Weekly updates to keep your GBP active and engaging
  • Monthly Performance Report Comprehensive review of rankings, traffic, and completed work

Ongoing Management

  • Keyword Ranking Tracking Monitor 50+ keywords with daily position updates in your dashboard
  • Google Business Profile Optimization Full setup, category optimization, and ongoing maintenance
  • Technical SEO Monitoring Site health scoring, issue alerts, and automated fixes via AISEO
  • Competitor Tracking Benchmark your performance against local competitors

One-Time Setup (Month 1)

  • Complete Site Audit Technical analysis with prioritized recommendations
  • Keyword Research Identify high-value keywords for your practice and location
  • Citation Building Submit your business to 30+ local directories
  • AISEO Pixel Installation Automated on-page optimization for faster improvements

Always Included

  • 24/7 Dashboard Access Real-time visibility into rankings, traffic, and site health
  • Email Support Questions answered within 1 business day
  • Strategy Recommendations Proactive suggestions based on performance data
  • Compliance-Friendly Content All content reviewed for financial advisor compliance

Optional Services

Accelerate your results with these additional services. Add any time based on your goals.

Additional Content

Need more content? Add extra blog posts, service pages, or location pages beyond your monthly allocation. Great for practices expanding services or targeting new areas.

Citation Expansion

Expand your local presence with 50+ additional directory listings including industry-specific sites like financial advisor directories, Yelp, and niche platforms.

Review Generation System

Automated email or SMS system that requests reviews from your clients after meetings. Includes branded landing page and integration with your CRM or calendar.

Link Building Campaign

Build authority with guest posts and mentions on finance, business, and local news sites. Includes outreach, content creation, and placement on relevant domains.

White-Label Reports

Custom PDF reports with your firm's branding for client presentations or board meetings. Professional design with your logo, colors, and contact info.

Competitor Analysis

Deep-dive report on your top competitors including their keyword strategy, backlink profile, content gaps, and actionable opportunities to outrank them.

Ask about add-on pricing

Month 1

Your first month focuses on building a strong foundation for long-term success.

Week 1
Technical Foundation

Review optimization recommendations, fix critical audit issues, optimize Google Business Profile, and enable key GBP features.

Week 2
Content Foundation

Finalize keyword strategy, map keywords to pages, update top 5 pages with optimized content, and add schema markup.

Week 3
Local SEO Setup

Submit to core citations, add industry directories, set up review generation workflow, and create response templates.

Week 4
Reporting and Review

Generate first monthly report, review performance metrics, and plan Month 2 priorities.

Significant ranking improvements typically appear in months 2-4. Month 1 focuses on building the foundation for lasting success.

Questions?

SEO is a long-term investment. While you may see some movement in rankings within the first few weeks, significant improvements typically appear in months 2-4. Local SEO often shows faster results than organic search. We focus on sustainable growth that builds over time.
Every month you receive 2 optimized content pieces, 4 Google Business Profile posts, keyword ranking tracking, technical SEO monitoring, and a comprehensive performance report. You also get 24/7 access to your personalized dashboard. During Month 1, we complete your full site audit, keyword research, citation building, and AISEO pixel installation.
You have 24/7 access to your ICA dashboard where you can monitor keyword rankings, traffic metrics, and site health scores in real time. Additionally, you receive a comprehensive monthly report via email summarizing performance, work completed, and upcoming priorities.
Please let us know before making significant changes to your website such as redesigns, URL changes, or content removals. Major changes can impact your SEO performance, and we want to ensure any modifications are handled in an SEO-friendly way.
You receive a monthly performance report via email and can reach out anytime with questions or concerns. We believe in proactive communication and will alert you to any significant changes or opportunities.
We recommend a minimum 6-month commitment to see meaningful results, as SEO takes time to build momentum. However, we understand circumstances change. Please discuss your specific situation with your account manager to understand your options.