Marketing & Sales

Dubb

dubb.com →

Dubb is an all-in-one video sales and marketing platform that lets advisors record and send personalized videos via email, SMS, and social channels, with a built-in CRM, AI assistant, and engagement analytics to track opens and watch time.

Visit Dubb →
← All Resource Partners
AI-Powered

What is FAVIR™?

Financial Advisor Visibility Index Rating — an AI-native scoring system that measures how well a financial advisor's profile is structured for discovery by AI tools like ChatGPT, Gemini, and Perplexity.

How the Agentic System Works

1
Rule-Based Indexes

Ten profile dimensions — credentials, bio depth, specialties, AUM clarity, fee transparency, online presence, and more — are scored 0–100 using verifiable rules.

2
Specialized Sub-Agents

AI agents independently evaluate qualitative signals (writing quality, positioning clarity, thought leadership) that rules alone can't capture.

3
Synthesizer (Claude)

An orchestrating AI agent combines all indexes, weighs them, and produces your composite FAVIR™ Score plus bespoke, prioritized recommendations for improvement.

The Value for Financial Advisors

  • AI Discoverability: When someone asks an AI assistant for a financial advisor, FAVIR™-optimized profiles are more likely to be surfaced.
  • Actionable Roadmap: Instead of generic advice, you get ranked, impact-scored suggestions specific to your profile gaps.
  • Competitive Benchmark: Understand how your profile compares and where targeted effort yields the highest score gain.
  • Future-Proof Positioning: As AI becomes the primary discovery channel for professional services, a high FAVIR™ score is a durable competitive advantage.

Book a Demo

See how Financial Advisors helps you get discovered by AI. We'll walk you through the platform in 20 minutes.