Foundation
Website content & on-page SEO
Service pages, location pages and niche pages written for the searches your ideal clients type, with titles, structure and schema Google can read.
Services / Search
SEO & AI search optimization for financial advisors
Show up when the right person is searching, whether they type "financial advisor near me" into Google or ask ChatGPT who to trust with their retirement. One plan covers both: search engine optimization (SEO) and answer engine / generative engine optimization (AEO/GEO).
See plans
→ From $750 / month
$1M
client found a Vancouver advisor through search in the first week after launch.
$2M
client for a Halifax practice that found them on Google. The same practice now ranks in the top three for “Halifax financial advisor” and on page one nationally for financial planning for engineers and lawyers.
5
leads from SEO alone in under three months for an Oshawa advisor.
Search is where advisors get chosen.
Referrals still matter, but almost every referral gets Googled before the first call. Increasingly they get asked about in an AI chat too.
Local search
"Financial advisor near me", "retirement planner Calgary", "fee-only planner Halifax". The Google Local Pack and Maps decide who gets the call.
Niche search
"Financial planning for physicians", "selling my business tax planning", "RRSP vs TFSA for incorporated professionals". Specialists win these.
AI search
"Who is a good financial advisor for business owners in Toronto?" asked of ChatGPT, Gemini, Perplexity or Copilot. AEO/GEO puts you in the answer.
What's in a Steady Stream search plan
Every plan works on both fronts: the signals Google uses to rank you locally and organically, and the signals AI platforms use to decide who to recommend.
Local
Google Business Profile
Optimized categories, services, posts and review strategy so you appear in the Local Pack and Maps for your city. Read: the 30-minute Google Business Profile fix.
Content
Blogs on planning topics
Monthly articles answering the retirement, tax, estate and business-owner questions your prospects search for, structured so AI tools can cite them.
Authority
Backlinks, press & news coverage
Links and mentions from relevant sites plus press releases and news coverage. These build the trust signals both Google and AI platforms weigh heavily.
AEO / GEO
AI visibility & prompt tracking
Entity building, seeded conversations on Reddit and monitoring of the prompts where you appear across ChatGPT, Claude, Perplexity and Gemini. Read: your next client may ask ChatGPT before they ask Google.
Reporting
Rankings, traffic & leads
A plain-language monthly report: where you rank, who's visiting, which pages generate enquiries, and what we're doing next.
Search plans, priced by market size.
Every plan starts with a one-time SEO setup, then a monthly level matched to how competitive your market is. Levels 1 to 3 all include SEO and AEO/GEO.
SEO setup
One-time foundation
$2,250
one-time setup
Build the foundation for long-term rankings.
- ✓Website content
- ✓On-page optimization
- ✓Foundational backlinks
Level 1
SEO + AEO/GEO
$750 / month
1–3 qualified leads/month
- ✓Blogs
- ✓Backlinks (basic)
- ✓Press releases and news coverage
- ✓Google Business Profile optimization
- ✓AEO / GEO (basic; Gemini)
For locations with under 500k people
Level 2
SEO + AEO/GEO
$1,400 / month
3–8 qualified leads/month
- ✓Everything in Level 1
- ✓Backlinks (basic + premium)
- ✓Seed conversations on Reddit
- ✓AEO / GEO (advanced; ChatGPT, Claude, Perplexity, prompt tracking)
For locations with over 500k people
Level 3
SEO + AEO/GEO
$3,800 / month
8+ qualified leads/month
- ✓Everything in Level 2
- ✓Rank in multiple cities
- ✓Multi-location and multi-vertical strategy
- ✓Backlinks, press and news coverage (premium)
For multiple locations with over 500k people
◉Which level? Under 500k people in your market, Level 1. Over 500k, Level 2. Several offices or several niches, Level 3.
◉Lead estimates are typical ranges once rankings mature, and depend on market, niche and how quickly you follow up.
◉Pairs well with paid advertising for conversations now while search compounds.
What the first year looks like.
SEO compounds. The work done in month one is still producing leads in month twenty-four.
Month 1
Setup
Keyword and competitor research, website content, on-page optimization, Google Business Profile, foundational backlinks.
Months 2–3
Local visibility
Local Pack and Maps rankings typically move first. Blogs and press begin. First AI mentions tracked.
Months 4–6
Organic traction
Niche and city pages start ranking. Enquiries from search become regular. Authority building continues.
Months 7–12
Compounding
Page-one rankings for competitive terms, consistent AI recommendations, and a steady stream of inbound leads.
SEO & AEO/GEO questions from advisors
What is the difference between SEO, AEO and GEO?+
SEO gets you ranked in Google's traditional and local results. AEO (answer engine optimization) gets your content used as the direct answer in featured snippets and AI overviews. GEO (generative engine optimization) gets your practice recommended inside ChatGPT, Gemini, Perplexity and Copilot. They share most of the same foundations, which is why one plan covers all three.
How long until a financial advisor sees SEO results?+
Local Pack and Google Business Profile visibility often improve within 60 to 90 days. Competitive organic terms take 6 to 12 months and keep improving after that. Some clients see leads sooner; one Vancouver advisor landed a $1M client in week one.
Which level do I need?+
It depends on how competitive your market is. Level 1 suits cities and regions under 500,000 people. Level 2 suits larger markets like Toronto, Vancouver, Calgary or Montreal, where more authority and advanced AI optimization are needed. Level 3 is for firms ranking in several cities or across several niches.
Do I need a new website first?+
Usually not. The SEO setup rewrites and restructures your existing site's content for search. If your site is technically limiting, we'll tell you during setup and recommend the smallest fix.
Is the content compliant?+
Yes. Everything goes through our compliance process before it goes live: educational content, no performance claims, nothing that gets bounced back.
Can I rank for a niche, not just my city?+
Yes, and it's often the fastest route to high-value clients. A Halifax practice we work with ranks on page one nationally for financial planning for engineers and lawyers, and in the top three locally for “Halifax financial advisor.” Niche pages also perform well in AI search, where specialists are recommended more often than generalists.
Marketing insights
Want to know what you rank for today?
Book a meeting and we'll walk through your current search and AI visibility, your competitors, and which level makes sense for your market.
Book a meeting
Free visibility review. ↩