High-net-worth prospects research advisors carefully - starting with AI. If ChatGPT can't speak to your expertise and credibility, you don't get the discovery call.
Trust and AI visibility are now linked. Here's why.
'Advisor for tech executives with RSUs', 'wealth manager for business owners selling' - AI tools name specialists. Generalists get skipped.
CFP, CFA and AUM matter - but only if AI can connect them to your name. Otherwise you read as just another advisor in a crowded field.
Google search, LinkedIn check and ChatGPT query. If any of the three is empty or weak, the prospect moves on. AI is now part of every vetting flow.
A real query we ran on ChatGPT - the response shapes who gets the call.
If your name isn't there, the prospect contacts the named advisors first - and rarely loops back to compare.
Three simple steps to discover and fix your AI reputation.
We query ChatGPT, Gemini, Claude and Perplexity with the exact phrasing HNW prospects use to find advisors in your specialty.
You get a 1-10 reputation score per AI tool, with exact quotes showing what each AI tells potential clients.
Action plan with credential signaling, niche content and authority markers so AI surfaces you by specialty when prospects search.
30 seconds. No credit card. Just enter your name and see your AI score.
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