Insights
Clear thinking on AI search for advisors.
Practical, plain-English guides to how prospective clients research financial advisors with AI, and how firms can make their expertise easier to find.
Foundations · 5 min read
What AEO and GEO Mean for Financial Advisors
A plain-English guide to answer engine optimization (AEO) and generative engine optimization (GEO), and why they matter for independent advisors and RIAs.
Measurement · 4 min read
Recommendation, Mention or Citation? Reading AI Answers Clearly
Not every appearance in an AI-generated answer means the same thing. Here is how to tell a recommendation from a mention or a source citation.