{"id":58470,"date":"2025-07-09T08:00:36","date_gmt":"2025-07-09T15:00:36","guid":{"rendered":"https:\/\/insights.fmgsuite.com\/?p=58470"},"modified":"2025-07-24T13:55:56","modified_gmt":"2025-07-24T20:55:56","slug":"3-simple-steps-to-get-ai-to-recommend-your-advisor-business","status":"publish","type":"post","link":"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/3-simple-steps-to-get-ai-to-recommend-your-advisor-business\/","title":{"rendered":"3 Simple Steps to Get AI to Recommend Your Advisor Business"},"content":{"rendered":"<p>The other day, a financial advisor asked Samantha Russell:<\/p>\n<blockquote><p>\u201cHow in the world do we get AI to recommend our business?\u201d<\/p><\/blockquote>\n<p data-start=\"61\" data-end=\"239\">She answered right away and said financial advisors need to focus on three things: get reviews, build their reputation, and format their content using natural language and Q&amp;As. <span style=\"font-weight: 400;\">Dig into these steps below and learn how you can get AI tools to recommend your advisor business.<\/span><\/p>\n<p><iframe title=\"Get AI to Recommend Your Business: You Need These 3 Things\" width=\"840\" height=\"473\" src=\"https:\/\/www.youtube.com\/embed\/bOTXJAJVolo?feature=oembed&#038;width=840&#038;height=1000&#038;discover=1\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2>1. Get Reviews<\/h2>\n<p>Reviews influence how AI and search engines connect prospects to your advisor business. Ask clients to leave detailed feedback on sites like Google, Wealthtender, Facebook, and VouchedFor. Specific details make all the difference.<\/p>\n<p>For example:<\/p>\n<blockquote><p>\u201cAs a couple who also owns a small business together here in Memphis, we had specific questions about succession planning and how we\u2019d generate income in retirement\u2026\u201d<\/p><\/blockquote>\n<p>A review like this can help your business show up when someone searches for:<\/p>\n<blockquote><p>\u201cfinancial planner for small businesses in Memphis\u201d<\/p><\/blockquote>\n<p>Reviews speak directly to AI models scanning the internet for the best options. They provide important context, keywords, and proof that your business serves real people with real needs.<\/p>\n<hr \/>\n<h2>2. Build Your Reputation<\/h2>\n<p>Reputation attracts AI attention. You should get quoted in articles, join podcasts, write articles, and share your opinions in guest posts.<\/p>\n<p>AI tools are trained on enormous data sets filled with public media and indexed websites. When they analyze results, they tend to prefer businesses seen as authorities and experts in their respective fields. A strong reputation shows AI that your business belongs among top results for searches related to financial advisors.<\/p>\n<hr \/>\n<h2>3. Format Content Using Natural Language and Q&amp;As<\/h2>\n<p>People ask AI tools questions like:<\/p>\n<blockquote><p>\u201cWho is the best financial advisor in Memphis who also does estate planning and taxes?\u201d<\/p><\/blockquote>\n<p>Your content needs to reflect how real clients speak and search.<\/p>\n<p>Here are a few ideas to help AI match your advisor business to those searches:<\/p>\n<ul>\n<li>Write Q&amp;A style blog posts<\/li>\n<li>Add FAQ sections to every page<\/li>\n<li>Keep copy conversational and true to how clients talk<\/li>\n<\/ul>\n<p>This approach guides AI tools toward the right context and keywords <span style=\"font-weight: 400;\">\u2013 that <\/span>your clients and prospects are actually searching for.<\/p>\n<p>Bonus tip: Use Schema Markup. This is a type of structured data added to your website&#8217;s code that helps search engines and AI tools understand your pages faster and connect them to relevant searches about AI for your advisor business.<\/p>\n<hr \/>\n<h2>Why It Matters for Your Advisor Business<\/h2>\n<p>Financial advisors face plenty of competition. You work hard to build trust and help clients make the best decisions. AI tools now play a big part in how prospects find advisors.<\/p>\n<p>Just like video marketing helps advisors build connections and boost SEO, these three steps give your business a path to <a href=\"https:\/\/fmgsuite.setupwp.io\/insights\/ai-and-social-search-are-changing-financial-advisor-websites-seo\/\">appear in AI-driven searches<\/a>.<\/p>\n<p>When prospects look for advisors who specialize in certain niches or services, AI needs strong signals from your reviews, reputation, and content. With these in place, AI models can confidently recommend your business to people searching for a financial advisor.<\/p>\n<hr \/>\n\n    <div class=\"callout-box-wrapper\">\n        <div class=\"callout-box\" style=\"border-radius: 20px; padding: 20px 50px; background-color: #D5E1FF; text-align: center;\">\n            <h2 style=\"margin-bottom: 10px;\">AI Tools that Save You Time<\/h2>\n            <p style=\"margin-bottom: 20px; font-size: 18px; color: #333333;\">FMG\u2019s AI tools are built directly into all aspects of the platform to help advisors save time where it matters most. Whether it\u2019s writing content, staying compliant, or getting instant support, our AI tools help you get it done better and faster.<\/p>\n            <a href=\"https:\/\/fmgsuite.setupwp.io\/features\/ai-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"display: inline-block; padding: 10px 20px; background-color: #2D69FF; color: white; text-decoration: none; margin-bottom: 25px;\">Find Out More Here<\/a>\n        <\/div>\n    <\/div>\n<h3 data-start=\"208\" data-end=\"526\"><strong data-start=\"208\" data-end=\"269\">How can AI help promote my financial advisor business?<\/strong><\/h3>\n<p data-start=\"208\" data-end=\"526\">AI tools pull from online content, reviews, and reputation signals to recommend businesses that match specific search queries. When your business shows up in blog posts, reviews, and FAQs, AI platforms are more likely to include you in their suggestions.<\/p>\n<h3 data-start=\"528\" data-end=\"793\"><strong data-start=\"528\" data-end=\"589\">What type of reviews help AI find my advisor business?<\/strong><\/h3>\n<p data-start=\"528\" data-end=\"793\">Detailed, client-specific reviews that include location, services, and outcomes help AI understand your specialties and geographic relevance. Platforms like Google and Wealthtender work best for these.<\/p>\n<h3 data-start=\"795\" data-end=\"1057\"><strong data-start=\"795\" data-end=\"866\">Why does natural language matter in financial advisor marketing?<\/strong><\/h3>\n<p data-start=\"795\" data-end=\"1057\">Most AI queries come in question format. Using natural, conversational language that mirrors how your clients actually speak helps AI models better match your content to real search terms.<\/p>\n<h3 data-start=\"1059\" data-end=\"1336\"><strong data-start=\"1059\" data-end=\"1141\">What\u2019s the best way to improve my online reputation as a financial advisor?<\/strong><\/h3>\n<p data-start=\"1059\" data-end=\"1336\">Start by contributing to industry blogs, getting featured on podcasts, and offering expert quotes in financial publications. This builds authority and trust with both human users and AI tools.<\/p>\n<h3 data-start=\"1338\" data-end=\"1611\"><strong data-start=\"1338\" data-end=\"1408\">What is schema markup and how does it help my advisor business?<\/strong><\/h3>\n<p data-start=\"1338\" data-end=\"1611\">Schema markup is a type of structured data added to your website&#8217;s code. It helps AI and search engines interpret your pages more clearly, improving visibility in search results and featured snippets.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The other day, a financial advisor asked Samantha Russell: \u201cHow in the world do we get AI to recommend our [&hellip;]<\/p>\n","protected":false},"author":57,"featured_media":58471,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1],"tags":[340,160,113,233,230],"class_list":["post-58470","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-digital-marketing","tag-best-practices","tag-digital-marketing","tag-marketing","tag-marketing-best-practices","tag-seo"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.9 (Yoast SEO v26.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>3 Simple Steps to Get AI to Recommend Your Advisor Business | FMG<\/title>\n<meta name=\"description\" content=\"Make AI work for your advisor business by following these 3 simple steps to help AI recommend your business. Learn how.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/3-simple-steps-to-get-ai-to-recommend-your-advisor-business\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 Simple Steps to Get AI to Recommend Your Advisor Business\" \/>\n<meta property=\"og:description\" content=\"Make AI work for your advisor business by following these 3 simple steps to help AI recommend your business. Learn how.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/3-simple-steps-to-get-ai-to-recommend-your-advisor-business\/\" \/>\n<meta property=\"og:site_name\" content=\"FMG\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-09T15:00:36+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-24T20:55:56+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2025\/07\/Blog-AIRecommendingAdvisorBusiness.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"370\" \/>\n\t<meta property=\"og:image:height\" content=\"250\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Hannah Cougill\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Hannah Cougill\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/3-simple-steps-to-get-ai-to-recommend-your-advisor-business\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/3-simple-steps-to-get-ai-to-recommend-your-advisor-business\/\"},\"author\":{\"name\":\"Hannah Cougill\",\"@id\":\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/#\/schema\/person\/9e5d75a0c0783ad3586c1aecd87638ce\"},\"headline\":\"3 Simple Steps to Get AI to Recommend Your Advisor Business\",\"datePublished\":\"2025-07-09T15:00:36+00:00\",\"dateModified\":\"2025-07-24T20:55:56+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/3-simple-steps-to-get-ai-to-recommend-your-advisor-business\/\"},\"wordCount\":799,\"publisher\":{\"@id\":\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/#organization\"},\"image\":{\"@id\":\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/3-simple-steps-to-get-ai-to-recommend-your-advisor-business\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2025\/07\/Blog-AIRecommendingAdvisorBusiness.jpg\",\"keywords\":[\"best practices\",\"digital marketing\",\"marketing\",\"marketing best practices\",\"seo\"],\"articleSection\":[\"Digital Marketing\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/3-simple-steps-to-get-ai-to-recommend-your-advisor-business\/\",\"url\":\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/3-simple-steps-to-get-ai-to-recommend-your-advisor-business\/\",\"name\":\"3 Simple Steps to Get AI to Recommend Your Advisor Business | FMG\",\"isPartOf\":{\"@id\":\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/3-simple-steps-to-get-ai-to-recommend-your-advisor-business\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/3-simple-steps-to-get-ai-to-recommend-your-advisor-business\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2025\/07\/Blog-AIRecommendingAdvisorBusiness.jpg\",\"datePublished\":\"2025-07-09T15:00:36+00:00\",\"dateModified\":\"2025-07-24T20:55:56+00:00\",\"description\":\"Make AI work for your advisor business by following these 3 simple steps to help AI recommend your business. 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