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The only platform where your profile is structured, scored, and optimized for AI discovery. When someone asks ChatGPT or Perplexity for a financial advisor — you're the name that shows up.
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The Visibility Standard
What Is the Financial Advisor Visibility Index Rating (FAVIR™)?
FAVIR™ — the Financial Advisor Visibility Index Rating — measures what AI actually does with a financial advisor's name: whether the advisor is cited, on which platforms, for which client questions, and how that visibility changes over time. It is an outcome metric, not a checklist.
Consumers increasingly ask AI assistants — not search engines — to recommend a financial advisor. When ChatGPT, Perplexity, Gemini, or Claude answers “who is a good retirement planner near me,” the advisors those systems cite win the introduction. FAVIR™ tells you whether that advisor is you.
- 25% of consumers seeking an advisor start with AI tools like ChatGPT or Gemini
- 51% of all consumers use AI for financial information or advice
- 96% of referred clients still research an advisor online before making contact
- 60% of searches now begin in AI tools rather than traditional search engines
How a FAVIR™ Score Is Calculated
A FAVIR™ score has two parts: a profile-completeness score you control today, and a weekly probe that checks whether Claude and ChatGPT actually name you.
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Profile Scoring
Every field on your profile — bio, credentials, contact info, social links — feeds ten indexes grouped into four weighted categories, producing a single 0–100 score.
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Instant Recalculation
Edit your profile and the score updates immediately — no recrawl, no waiting overnight to see the effect of a change.
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Weekly AI Probe
Separately, three real queries — unprompted, by location, and by specialty and location — go to Claude and ChatGPT every week, recording whether you're named and whether your site is cited.
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Combined View
Your dashboard shows both: the score you control today, and the weekly evidence of whether it's translating into real AI mentions.
What a FAVIR™ Score Measures
Ten indexes roll up into four weighted groups — a strong showing in a light group can't rescue a weak one in a heavy group:
CMS & Profile Layer
45%The basics an AI assistant needs before it will name you — who you are, where you are, how to reach you. Worth the most, because a thin profile fails here first.
Platform Visibility
30%Whether you show up anywhere beyond your own site — social profiles, a working website, a clear specialty a model can match to a real question.
AI Content Quality
15%Whether what you've written is specific enough for a model to quote — a philosophy or credential list that could describe any advisor doesn't help.
Operations & Compliance
10%Verifiable licensing and credentials. Assistants are cautious about recommending regulated professionals they can't check.
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What is FAVIR™?
FAVIR™ (Financial Advisor Visibility Index Rating) is a 0–100 score that measures how visible a financial advisor is to AI assistants such as ChatGPT, Perplexity, Gemini, Google AI Overviews, and Claude. It is calculated by running live consumer-style queries on those platforms and recording whether — and where — the advisor is cited.
How is FAVIR™ different from SEO tools or AEO scorecards?
Traditional scorecards grade inputs you control — schema markup, profile completeness, review counts. FAVIR™ measures the outcome: what AI platforms actually say when a real prospect asks for an advisor. Inputs predict visibility; FAVIR™ verifies it.
Why does AI visibility matter for financial advisors?
25% of consumers seeking an advisor now start with AI tools, 51% of all consumers use AI for financial information, and 60% of searches begin in AI tools rather than traditional search engines. Even referred clients verify online: 96% research an advisor before making contact. If AI systems don't cite you, you are invisible at the exact moment prospects decide who to call.
Which AI platforms does FAVIR™ test?
FAVIR™ runs live queries across ChatGPT, Perplexity, Google AI Overviews, Gemini, and Claude — weighted by each platform's consumer reach.
Who is FAVIR™ for?
Independent RIAs and fee-only planners who compete on discoverability, RIA firms and broker-dealers benchmarking advisor teams, and wealthtech platforms that need a verified visibility metric.
How do AI assistants read advisor profiles on this site?
Every advisor profile is published with structured, machine-readable data and exposed through an open MCP (Model Context Protocol) API, so AI assistants and agents can query verified advisor information — credentials, specialties, fee structure, and FAVIR™ score — directly.
See where you stand.
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