AI Visibility for UK Wealth Managers
Insights on how AI platforms recommend financial advisers, and what your firm can do about it.
Perplexity, Claude, Gemini: Why Optimising for ChatGPT Alone Is Not Enough
Each AI platform recommends financial advisers differently. A firm visible on ChatGPT may be invisible on Perplexity. Here's how the four major AI platforms differ and what it means for your strategy.
The IFA Directory Audit: Which Listings Actually Feed Into AI Recommendations
Not all adviser directories are equal in the eyes of AI. Some directly feed ChatGPT and Perplexity recommendations. Others are invisible. Here's which ones matter and how to optimise them.
How to Test Your Firm on ChatGPT (And What to Do When It Doesn't Recommend You)
A step-by-step guide to testing how ChatGPT, Perplexity, Claude, and Google AI see your firm. Includes the exact prompts to use, how to interpret the results, and what to fix first.
What to Write on Your Website So AI Actually Recommends You: A Content Strategy for IFAs
Generic website copy makes you invisible to AI. Here's a practical content framework that helps ChatGPT, Perplexity, and Claude recognise your firm as the expert to recommend.
Your Google Business Profile Is Now Your ChatGPT Profile: How to Optimise It for AI Search
ChatGPT now pulls directly from Google Business Profile data for local queries. Most IFA profiles are incomplete. Here's exactly how to optimise yours for AI recommendations.
The AI Visibility Checklist: 15 Things Every UK Financial Adviser Should Fix This Month
A practical, step-by-step checklist of the 15 highest-impact actions IFAs can take right now to improve how ChatGPT, Perplexity, and other AI tools recommend their firm.
Your Google Reviews Are Your AI Strategy: How Reviews Determine Whether ChatGPT Recommends Your Firm
Only 9% of UK financial advisers have published client reviews online. Yet reviews are the single biggest factor AI tools use when deciding which firms to recommend. Here's the opportunity.
The Great Wealth Transfer: Why the Next Generation Will Find Their Adviser Through AI, Not Google
£7 trillion will change hands over the next 30 years, and two-thirds of heirs plan to switch wealth managers. The next generation of clients won't be googling. They'll be asking ChatGPT.
60% of Searches Now End Without a Click: What AI Overviews Mean for IFA Websites
Google's AI Overviews appear on over half of financial FAQ queries. Website traffic across industries is down 33%. Here's what UK financial advisers need to understand about zero-click search.
GEO vs SEO: Why Google Rankings Are No Longer Enough for Financial Advisers
There's less than 30% overlap between Google's top results and AI-generated answers for financial queries. A new discipline called GEO is emerging, and most advisers haven't heard of it.
Is Your Firm Invisible to ChatGPT? How AI Is Changing Client Acquisition for Wealth Managers
77% of UK investors believe ChatGPT could give reliable financial advice. But when they ask it for a recommendation, will your firm appear? Most won't.
AI Search vs Google: Why Your SEO Strategy Won't Save You
You can rank #1 on Google and still be invisible to ChatGPT. AI search works differently. Here's what every financial adviser needs to understand.
What Makes AI Recommend One Financial Adviser Over Another?
AI platforms don't recommend financial advisers randomly. There are specific signals that determine which firms appear. Here's what actually matters and how to build it.
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