Skyfield Digital helps financial advisors get found by people looking for planning help, from retirement questions to business owner needs. We build a compliant search and AI presence that earns trust before the first meeting and fills the discovery call calendar.
Google
ChatGPT
Gemini
Claude
PerplexityWe respond within 48 hours.
No obligation. Your audit covers Google rankings, technical SEO and how AI engines answer for financial advisors like you.
Few people choose an advisor from a single search. A pre-retiree types how do I know if I am ready to retire, then fee only financial advisor near me or fiduciary financial planner. A physician or business owner looks for an advisor who understands their situation. Along the way they check credentials, read reviews, look the firm up on BrokerCheck or the SEC adviser database, and ask ChatGPT what a fiduciary is and how advisors charge, then which local firms fit.
Trust is the product, so the site, the profiles and the AI answers all have to say the same thing about who you serve, how you are paid and what you do. Everything also has to stay inside advertising and disclosure rules. Firms that publish plain guidance for a defined client group, keep credentials and disclosures current and show up in the map pack get the discovery call. Firms with a generic wealth management page and a stock photo get skipped.
What your customers are typing
Every one of these is a search Skyfield can win for you on Google and inside AI answers.
The problems we see most often when we audit financial advisors.
Advertising, testimonial and disclosure rules limit what advisors can say, and reviews take time. Content has to stay specific and useful without performance claims or advice.
Fidelity, Schwab, Vanguard, robo advisors and comparison sites fill the generic searches. Independent firms win on niche, location and credentials instead.
Prospects look up credentials, regulatory records and reviews first. A site with thin bios, no fee explanation and no disclosures loses them before they book.
SEO, GEO and website development from one team, built around how financial advisors actually win customers.
Rankings and leads from Google for the services and locations financial advisors compete on.
Generative engine optimization so ChatGPT, Gemini, Claude, Perplexity and Google AI Overviews recommend you.
A financial advisor website has to establish credibility, explain services and fees plainly, carry required disclosures and make booking a discovery call simple. Skyfield builds these sites SEO-ready, with compliance review points and no performance claims.
Advisor SEO works best when it is narrow and clear. We build a page for each service you offer, such as retirement planning, tax aware planning, estate coordination, college funding and business owner planning, and a page for each client group you serve, like pre-retirees, physicians, executives or divorcing clients. Advisor profile pages show credentials, designations and links to public regulatory records. Office pages and Google Business Profiles cover the towns you serve. Educational guides explain how fees work and what a fiduciary is. Every page goes through your compliance review first.
Every campaign runs on our Five Pillars of SEO framework and reports from your own Google Search Console and GA4 data, so the numbers you see are the numbers Google sees.
Get a Free SEO AuditWhen someone asks Claude what a fiduciary advisor is or which fee-only firms near them work with business owners, the answer draws from regulator and credentialing sites, directories such as NAPFA and the CFP Board, Google reviews, financial publications and firm sites that state services and fees plainly. We add FinancialService and Person schema with credentials and areas served, write answer-first educational pages that give no investment advice, keep firm details consistent across every directory, and track the prompts prospects ask so you see when your firm is named.
GoogleChatGPTGeminiClaudePerplexityCitations, mentions and sentiment for each prompt are reported alongside your rankings every month.
Three steps from first audit to compounding results.
A free SEO and GEO audit, then a plan built around how financial advisors get found and what a new customer is worth to you.
Technical fixes, site structure, schema, content and links. Every task is visible on your weekly Monday.com board as it ships.
Rankings, organic leads, AI citations and brand sentiment tracked every month, with results that build year over year.
Every number we report comes from Google Search Console, GA4 and your own tracked AI prompts.
Real results across industries and countries. Every figure is sourced from Search Console, GA4 and tracked AI prompts.
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View moreSkyfield Digital's SEO and GEO plans start at $1,500 per month and go up to $10,000 per month on the Scale plan. Every plan includes SEO and GEO content, backlinks, and AI prompt tracking across ChatGPT, Gemini, Perplexity, Claude, Copilot and Google AI Overviews.
More businesses we work with in finance and b2b.
One free audit covers your technical SEO, rankings, local presence and how ChatGPT, Gemini and Perplexity currently answer for your business.
Plans start at $1,500 per month and include SEO and GEO together. A solo advisor or small firm usually fits Launch or Growth, while multi-advisor firms with several offices and client groups typically need Growth or Authority. Every plan includes content, links and tracked AI prompts.
Profile and listing work can improve local visibility within a couple of months. Service and client group pages usually take three to six months to rank. Advisory relationships build slowly, so expect calls to grow gradually and arrive well informed.
Usually both. Local pages cover where you meet clients, and client group pages cover who you serve best. A page for physicians or business owners ranks on what those people type and gives AI assistants a clear reason to name you.
People ask assistants what a fiduciary is, how advisors are paid and which firms to consider, and the firms named get looked up next. GEO makes your services, credentials and the clients you serve clear to those engines.
Every page goes through your compliance officer before it publishes, with required disclosures in place and no performance claims or personal advice. Review and testimonial use is governed by adviser advertising rules, so we design the review process with your compliance team.
Calls and direction requests from Google Business Profile, rankings and clicks from Search Console, discovery call bookings and form submissions in GA4, and a tracked list of AI prompts showing when your firm is named. Everything sits on a weekly Monday.com board.
Vantage AI Visibility Tool
