Let's Talk

Schedule a Consultation

Book a free 60 minute call with our team to discuss your marketing and give recommendations.

Go straight to the calendar ↓

What we'll cover on the call

  1. Current market trends. How prospects are finding advisors today, including through AI assistants like ChatGPT, Perplexity, Claude, and Google Gemini.
  2. Your current marketing. What you are doing now, and what is and isn't bringing prospects to you.
  3. Your website. An assessment of your site, with specific recommendations.
  4. Your AI visibility. How the FAVIR™ score rates an advisor profile from 0 to 100, and how the weekly check shows whether Claude and ChatGPT name you.
  5. Marketing opportunities. Where an advisor profile, a company profile, or our marketing services (SEO / AEO, website design, paid ads, social media, content) could help, and where they wouldn't.

No obligation. No sales pressure. Just a conversation about your practice.

Who this is for

  • Advisors who want more prospects to find them through search and AI assistants
  • Firms with several advisors weighing a company profile (three or more profiles under a company get a 25% discount)
  • Advisors with a FinancialAdvisors.com profile who want to raise their FAVIR™ score
  • Anyone comparing our plans or marketing packages before signing up

What happens next

  1. Pick a time in the calendar below.
  2. Have your website address and a short list of the marketing you run today ready for the call.
  3. We spend up to 60 minutes on the agenda above and your questions.
  4. You decide what, if anything, comes next. Individual profiles start at $59.95 a month and company profiles at $99.95 a month, with annual options on the pricing page.

Prefer email? Reach us at jim@financialadvisors.com or josh@financialadvisors.com

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.