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Retirement planning and independent financial advisors

Be the financial advisor AI recommends.

When someone asks ChatGPT or Gemini for a financial advisor, it names two or three firms. Askivia finds out why it chose them and implements the improvements that put your firm in contention.

For: Independent RIAs, fee-only planners and retirement specialists

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What your customers ask

Which fee-only financial advisors in Raleigh specialize in retirement?

AI names two or three businesses like yours. We find out why it chose them, and close the gaps that keep you out.

The questions

What customers ask AI

  • Which fee-only financial advisors in Raleigh specialize in retirement?
  • How much does a financial advisor charge?
  • Should I roll my 401(k) into an IRA?
  • When should I start taking Social Security?
  • Best fiduciary advisor near me for Roth conversions
  • Is a financial advisor worth it at 60?

The sources

Where AI looks to answer

  • Your website's services, fees and advisor pages
  • SEC Investment Adviser Public Disclosure and FINRA BrokerCheck
  • Your Google Business Profile and Google reviews
  • CFP Board, NAPFA and XY Planning Network directories
  • Your Form ADV
  • Personal finance sites and comparison guides

The work

What we implement

  • A page for each need: retirement income, 401(k) rollovers, Roth conversions, Social Security
  • Clear fees: flat fee, hourly or AUM, and account minimums
  • Advisors named, with CFP and other credentials and fiduciary status
  • Anonymized case studies that describe the situation and the outcome
  • Testimonial requests that follow the SEC Marketing Rule

Common questions

Will the content meet the SEC Marketing Rule?

It is written to be fair and balanced, with the disclosures the rule requires, and nothing goes live until you, or your compliance team, approve it.

How will we know which enquiries came from AI?

Add “AI assistant” to how you record where new client inquiries came from. The monthly report sets those beside the answers we observe.

Can we have exclusivity, so you don't also work for another advisor in our area?

Yes, as an option. Exclusivity covers a defined service and area, such as retirement planning in your city, and is agreed and priced in your proposal. Without it, we may work with other advisors, but we never share one client's information with another.

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All industries

See where your competitors are recommended over you.

Apply for your AI search consultation. We prepare a tailored mini-report before we speak.

Apply now

Monthly management from $599Implementation from $1,495