SEO Services for Financial Advisors
We grow your online presence so you can focus on what matters most: your clients.
Your onboarding takes about 2 weeks. Here's what you'll do and what we handle.
About 30 minutes total
Coming soon
Have these ready before starting setup. The portal guides you through connecting each one.
Required. You'll connect this in Step 7. Make sure your website is verified in GSC first.
Required. You'll connect this in Step 7. Have your GA4 property set up and tracking your site.
Optional but recommended. Connect in Step 4 or 7. You can add this later if you don't have one yet.
Required for pixel. You'll need admin access to your site for Steps 8-9. Detailed guides provided for all platforms.
Follow these steps to get your account ready. Takes about 15 minutes.
Click the invitation link in your email and create your account.
Select "Brand" as your account type (not Agency).
Enter your website URL to create your first project.
Connect your Google Business Profile. Optional but recommended - you can add this later.
Discover the AI SEO Connect Assistant for content generation.
See the keyword and competitor research capabilities.
Link your Google Search Console (required), Google Analytics 4 (required), and Google Business Profile (optional but recommended).
Once we activate your account, install the optimization pixel. Inside your project, click "AISEO Settings".
Click "AISEO Installation" tab, then "Script Installation". Choose your platform on the left for specific instructions.
Now the magic begins. We'll configure the platform with optimal settings for your practice.
Your personalized ICA dashboard gives you 24/7 visibility into your SEO campaign performance.
Everything you need to grow your online presence and attract more clients. Here's what you get every month.
Accelerate your results with these additional services. Add any time based on your goals.
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.
Expand your local presence with 50+ additional directory listings including industry-specific sites like financial advisor directories, Yelp, and niche platforms.
Automated email or SMS system that requests reviews from your clients after meetings. Includes branded landing page and integration with your CRM or calendar.
Deep-dive report on your top competitors including their keyword strategy, backlink profile, content gaps, and actionable opportunities to outrank them.
Need more guidance? Book an ad-hoc consulting call to discuss strategy, review performance, or plan your next campaign phase.
Your first month focuses on building a strong foundation for long-term success.
Review optimization recommendations, fix critical audit issues, optimize Google Business Profile, and enable key GBP features.
Finalize keyword strategy, map keywords to pages, update top 5 pages with optimized content, and add schema markup.
Submit to core citations, add industry directories, set up review generation workflow, and create response templates.
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.