Brand and visibility on Google and in AI answers, for independent financial advisers
Referrals, Google, LinkedIn, ChatGPT: everywhere, people form an idea of you before they call. We make that image clear and consistent, in your country and in your language.
Mini-audit: 4 questions, a few minutes, report by email.
- ✓ 40+ firms supported since 2023
- ✓ Every piece reviewed by an expert
- ✓ Official sources from your country
We know your market
Advisor Index lists 5,007 firms from the official registers. That is where our analysis starts: who is visible, where, and what AI assistants answer in your city.
People already have an idea of you
With every referral, Google search or LinkedIn visit, people form an opinion about you. Here is what makes the difference.
What idea do people have of you?
The mini-audit: 4 open questions, your score on 4 axes, what already sets you apart, what is still vague, and sentences you can reuse today. Report sent by email.
Three steps, in this order
Strategy before production: your content and website follow from what people should remember about you.
Strategic analysis
A 2-hour working session, not a questionnaire.
- Your signature sentence: what people should remember about you
- The topics you will not cover, to stay clear
- Your way of speaking, written down
- A 12-month plan that drives your content, SEO and GEO
- A rewrite of your LinkedIn profile
One-off payment
Not mandatory, but strongly recommended.
A website that says why you
In 10 seconds, a prospect must see what sets you apart. Your site already does the job? We keep it.
- Adviser site or firm site
- Copy written by our team, in your voice
- Clean and readable on mobile
- Ready for Google and AI assistants
- The regulatory notices of your country
On quote
Precise quote after the call.
Monthly support
Every month, we write, you approve, we publish.
- SEO: articles on what your future clients search for
- GEO: clear, sourced content that AI can cite
- Local SEO: an active Google profile
- LinkedIn, in your voice
- Newsletter and podcast depending on your profile
- A monthly review
Monthly, no commitment
Or −15% with a 12-month commitment.
Nobody can guarantee a position on Google or in an AI answer. We control the quality and regularity of what we publish.
Our prices by country
The same services everywhere, at each market's price. Excluding taxes.
| Country | Strategic analysis | Website | Monthly support |
|---|---|---|---|
| 🇸🇬 Singapore | SGD 1,490 | from SGD 1,990 | from SGD 290 / month |
| 🇨🇭 Switzerland | CHF 1,490 | from CHF 2,490 | from CHF 390 / month |
| 🇧🇪 Belgium | EUR 990 | from EUR 1,290 | from EUR 189 / month |
| 🇫🇷 France | EUR 990 | from EUR 1,290 | from EUR 189 / month |
Details and local market comparison : Switzerland →
Our ground rules
What we will not make you do
- No mandatory selfies or videos
- No posts about your private life
- No sales talk
- Nothing published without your approval
What it takes from you
- One initial conversation
- Then approving: about 30 minutes a month
- No commitment
- Everything is yours, even if you stop
It is for you if…
- A referred prospect never called you back, and you don't know why
- You want prospects to arrive at the meeting already convinced
- You started LinkedIn on your own, then stopped for lack of time
- You want to rely less on word of mouth
It is not for you if…
- You want guaranteed clients: nobody can honestly promise them
- You don't want to spend 30 minutes a month approving what is published in your name
- You have enough clients and plan neither to grow nor to hand over your firm
Our SEO and GEO method, in 8 cheat sheets
The 3 places people look for you, the Google profile, the website, content, reviews, AI answers and tracking: everything we set up, explained.
Your firm is already in the directory
Profiles come from the official registers: they are free and cannot be paid to rank higher. Check yours, report an error or add your website: requests from the public are forwarded to you for free.
A team from the trade
Former advisers and portfolio managers, in France and Canada.
Benjamin
Founder
10 years of advice at TD and Société Générale Private Banking. Specialist in Google visibility for wealth management.
Mathieu
Head of Sales
10 years of portfolio management at National Bank and AXA. He meets you at the first call.
What advisers ask us
Isn't “brand” a bit much for an adviser?
It is simply the sentence your clients say about you when they refer you. You already have one. Is it right, and does it show up everywhere?
My clients are not online.
Your current clients, maybe not. But the person they refer you to types your name before calling. That is who your image must convince.
I don't want to expose myself on LinkedIn.
No need. Sober content, no selfies, no private life. Or we focus on your website and Google profile.
Do you know the rules in my country?
Yes: every piece follows your regulator's rules (MAS in Singapore, FINMA and FinSA in Switzerland, FSMA in Belgium, AMF and ORIAS in France) and cites official sources from your country. It is reviewed by an expert before publication.
In which language do you publish?
In your clients' language: English or French, with your country's vocabulary.
If I stop, what do I keep?
Everything: content, website, Google profile. Everything is in your name.
Will I appear in ChatGPT's answers?
Nobody can guarantee it. That is what GEO is for: we publish precise, sourced, regular content that AI can reuse; effects show within a few months.
Does paying Advisor Index move my profile up the directory?
No. The directory and the agency are separate: the order of profiles does not depend on any subscription, and forwarding requests is free for every firm.
Where to start?
With the mini-audit, or with a free 30-minute call. We will tell you frankly what to do, or whether it is better to do nothing.