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Strategy4 March 20267 min readBy Presenzia Team

AI Search vs Google: Why Your SEO Strategy Won't Save You

Search analytics interface showing performance metrics

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.

If your financial advisory firm has invested in SEO, you might assume you're covered for AI search too. After all, if Google can find you, surely ChatGPT can as well?

Unfortunately, that assumption is wrong. In our study of 149 UK IFA firms, we found that 79% were invisible to ChatGPT, including many that rank well on Google. We regularly see firms that rank on the first page of Google for competitive financial advisor keywords yet score zero on AI visibility. The two systems work fundamentally differently, and optimising for one does not guarantee success with the other.

How Google Search Works

Traditional SEO is about making your website easy for Google's crawler to find, understand, and rank. Google maintains an index of web pages and ranks them based on signals like keyword relevance, backlink authority, page speed, mobile optimisation, and user engagement.

When someone searches "financial advisor in Guildford," Google returns a ranked list of web pages. Your position in that list depends on how well your page matches Google's ranking algorithm.

The output: a list of blue links, with your website somewhere in the results.

How AI Search Works

AI search is fundamentally different. When someone asks ChatGPT "who is the best financial advisor in Guildford?", the AI doesn't search an index. It draws on its training data (a vast synthesis of web content) to form an opinion about which firms to recommend.

The AI is not returning search results. It is making a recommendation. It is telling the user "based on everything I know, these are the firms you should consider."

This is a crucial distinction. In traditional search, you compete for visibility. In AI search, you compete for recommendation. The signals that win each competition are different.

Where the Signals Diverge

Traditional SEO prioritises:

  • Keyword density and placement
  • Backlink profiles
  • Technical page speed and Core Web Vitals
  • Mobile responsiveness
  • Click-through rates

AI visibility prioritises:

  • Content authority and depth
  • Citation consistency across multiple platforms
  • Review quality and specificity
  • Third-party mentions in authoritative sources
  • Structured data that AI can parse

A financial advisory firm can have perfect technical SEO (fast loading, mobile-optimised, keyword-rich) and still be invisible to AI if its content is generic, its directory listings are incomplete, and it has few specific client reviews. This divergence is explored further in our article on GEO vs SEO.

Conversely, a firm with a modest website but strong VouchedFor reviews, detailed FTAdviser listings, published thought leadership, and consistent directory citations can score highly on AI visibility despite mediocre Google rankings.

The Practical Implications for IFAs

If you have been investing in SEO and Google Ads, that investment is not wasted. Traditional search still drives traffic and enquiries. But it is no longer sufficient on its own.

Here is what you need to add to your marketing strategy:

1. Publish substantial thought leadership content

Not 300-word blog posts stuffed with keywords. Detailed, authoritative guides about pension transfers, inheritance tax planning, retirement strategies, and market commentary. AI values depth and expertise.

2. Build your presence across financial directories

VouchedFor, Unbiased, FTAdviser, the PFS directory, and Google Business Profile. Each listing is a citation that AI uses to validate your expertise and relevance. See our full breakdown of which IFA directories feed into AI recommendations.

3. Collect specific client reviews

Reviews that mention what you helped with, not just generic praise. These teach AI to match your firm with specific client needs. Learn how in our guide on how reviews determine ChatGPT recommendations.

4. Add FinancialService schema markup

This is the structured data equivalent of handing AI a business card. It tells AI systems exactly what you do, where you are, and what credentials you hold.

5. Seek mentions in trade publications

Being referenced in FTAdviser, Money Marketing, Professional Adviser, or local business press creates the third-party authority signals that AI weights most heavily.

The Convergence Ahead

Over time, traditional search and AI search will likely converge. Google's AI Overviews are already blending the two approaches. But right now, they are distinct channels that require distinct strategies.

The firms that treat AI visibility as a separate, important marketing channel alongside SEO will capture clients from both discovery paths. The firms that assume SEO covers everything will increasingly lose ground to competitors who are visible in both.

Know Where You Stand

The first step is measurement. Follow our guide on how to test your firm on ChatGPT or get a free AI visibility score that shows you how your firm currently appears across AI platforms. It may surprise you how different the result is from your Google rankings.

Understanding the gap is the beginning of closing it.

Find out where you stand

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