SEO Services for Financial Advisors

Welcome to ICA SEO

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

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

  • Register in your portal Complete your ICA dashboard registration (invitation sent via email)
  • Connect your Google accounts The portal guides you through linking Search Console, Analytics, and Business Profile
  • Install the AISEO pixel Follow the portal instructions to add the optimization code to your site
  • Review and approve plan We'll send our recommendations for your sign-off
We

We Handle

Coming soon

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What You Will Need

Have these ready before starting setup. The portal guides you through connecting each one.

Google Search Console

Required. You'll connect this in Step 7. Make sure your website is verified in GSC first.

Google Analytics 4

Required. You'll connect this in Step 7. Have your GA4 property set up and tracking your site.

Google Business Profile

Optional but recommended. Connect in Step 4 or 7. You can add this later if you don't have one yet.

Website Admin Access

Required for pixel. You'll need admin access to your site for Steps 8-9. Detailed guides provided for all platforms.

Step-by-Step Setup

Follow these steps to get your account ready. Takes about 15 minutes.

Click the invitation link in your email and create your account.

Registration form showing ICA branded signup

Select "Brand" as your account type (not Agency).

Account type selection screen
Brand option selected

Enter your website URL to create your first project.

Create website project screen

Connect your Google Business Profile. Optional but recommended - you can add this later.

Google Business Profile connection

Discover the AI SEO Connect Assistant for content generation.

Content generation tools overview

See the keyword and competitor research capabilities.

Research tools overview

Link your Google Search Console (required), Google Analytics 4 (required), and Google Business Profile (optional but recommended).

Google account connections

Once we activate your account, install the optimization pixel. Inside your project, click "AISEO Settings".

AISEO settings location

Click "AISEO Installation" tab, then "Script Installation". Choose your platform on the left for specific instructions.

Pixel installation instructions

That's It!

Now the magic begins. We'll configure the platform with optimal settings for your practice.

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

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Ongoing Management

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One-Time Setup (Month 1)

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Always Included

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Optional Services

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

Additional Content $150/post

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 $300 one-time

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

Review Generation System $200 one-time

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

Competitor Analysis $250 one-time

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

Extra Strategy Call $75/call

Need more guidance? Book an ad-hoc consulting call to discuss strategy, review performance, or plan your next campaign phase.

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.