AI VISIBILITY & AUTHORITY

 Can AI understand, trust and recommend your firm? 


 Our flagship AI Visibility & Authority Audit examines how well your business is positioned to appear across AI-powered and traditional search.

We assess more than 25 factors across your digital presence, including

 

AI Recommendation Readiness

GEO (Generative Engine Optimisation)

GEO (Generative Engine Optimisation)

How clearly AI platforms can understand your business, expertise, services and location.

GEO (Generative Engine Optimisation)

GEO (Generative Engine Optimisation)

GEO (Generative Engine Optimisation)

Generative Engine Optimisation looks at how effectively your online presence is structured for platforms such as ChatGPT, Gemini, Copilot and AI-powered search.

SEO (Search Engine Optimisation)

GEO (Generative Engine Optimisation)

SEO (Search Engine Optimisation)

We assess how effectively your website is positioned to rank in traditional search engines including Google.

Website Authority

Trust & Credibility

SEO (Search Engine Optimisation)

We review your website structure, service pages, expertise signals, FAQs, content and technical foundations.

Local Search

Trust & Credibility

Trust & Credibility

We assess your Google Business Profile, directory presence, reviews and location signals.

Trust & Credibility

Trust & Credibility

Trust & Credibility

We examine reviews, adviser biographies, qualifications, regulatory information, media mentions and other authority signals.

Know exactly where you stand

Your comprehensive audit includes:

 AI Recommendation Readiness Score

SEO & GEO Visibility Assessment

Competitor Benchmark

Website & Content Review

Local Search Assessment

Top 10 Priority Improvements

Practical 90-Day Roadmap


Get in touch

Stay in focus

FROM AUDIT TO ACTION

CONTENT BUILDS AUTHORITY

CONTENT BUILDS AUTHORITY

An audit tells you where you stand.

The real value comes from improving it.

SM Advice can implement the recommendations identified within your audit, helping strengthen the signals that Google and AI platforms use to understand and evaluate your business.

Depending on what we uncover, this can include:


  • Website copy and service page optimisation
  • SEO improvements
  • GEO optimisation
  • AI-friendly FAQs and content
  • Adviser and team biography optimisation
  • Structured data and schema recommendations
  • Google Business Profile optimisation
  • Review strategy
  • Local directory consistency
  • Authority-building articles and content
  • Competitor-driven content opportunities
  • Digital PR and external authority signals


CONTENT BUILDS AUTHORITY

CONTENT BUILDS AUTHORITY

CONTENT BUILDS AUTHORITY

Search visibility doesn't exist in isolation.

Google and AI platforms need evidence.

Evidence that your business exists.

Evidence that you understand your subject.

Evidence that people trust you.

And evidence that you are actively contributing to the topics you want to be known for.

That is where content becomes powerful.

SM Advice creates specialist financial services content designed to strengthen your wider digital footprint while giving clients and prospects something genuinely useful to engage with.

That can include:

  • Website articles
  • Guides and educational content
  • Thought leadership
  • News commentary
  • Email newsletters
  • Social media
  • Adviser-led video content


We don't create content simply to fill a calendar.

We create content that helps build visibility, relevance and authority.

Make your business easier to find, easier to understand and easier to trust.

SOCIAL MEDIA FOR FINANCIAL ADVISERS

Still human. Still compliant. Just part of a bigger picture.

Social media remains an important part of what we do.

But posting for the sake of posting isn't a strategy.

Your social presence should reinforce the expertise, personality and authority people encounter everywhere else online.


We create bespoke, human-led content for financial advisers, mortgage brokers and wealth managers that helps firms:

  • Stay visible with clients and introducers
  • Demonstrate expertise
  • Build trust before the first conversation
  • Share timely financial insights
  • Show the people behind the business
  • Strengthen their overall digital footprint

And because we specialise in financial services, we understand the realities of working within FCA expectations, network requirements and financial-promotion approval processes.


Compliant doesn't have to mean forgettable.

Built specifically for Financial Services

We understand your world

SM Advice isn't a generalist marketing agency learning financial services as it goes.

We work specifically with:

Financial advisers

Financial planners

Mortgage brokers

Wealth management firms

Protection specialists

Financial services providers

We understand that marketing financial advice requires a different approach.

There are regulatory considerations.

Compliance processes.

Network interpretations.

Risk warnings.

Complex propositions.

And subjects that need to be communicated accurately without turning every piece of content into corporate wallpaper.

That specialist knowledge sits behind everything we do.

Most advisers don’t have a marketing problem. They have a visibility problem.

You may already have a strong business.

Great clients.

Excellent advisers.

Decades of experience.

A steady stream of referrals.

But what happens when someone hears your name?

They search for you.

They visit your website.

They look at your reviews.

They check LinkedIn.

And, increasingly, they ask AI.

Your digital presence has become part of your reputation.

If what they find doesn't reflect the quality of the business you have built, there is a gap.

We help close it.

The Next Generation Adviser

 You’re taking over… or stepping up.

The foundations are strong.
But now you need to build something that’s yours.

You want to:

attract your own clients 

create your own identity 

modernise the business 

Without:

disrupting existing relationships 

or looking like everyone else online 

You know social media matters.

You just want to do it properly.

That’s where we come in.

The Established Adviser

You’ve built your business on relationships.

Referrals.
Families.
Clients you’ve looked after for years.

And it works.

But you know things are changing.

New clients check you online.
Existing clients’ children check you online.

And if you’re not showing up properly,
you risk looking like you’re standing still.

You don’t want to spend your time writing posts.

You don’t want to deal with compliance headaches.

You just want a presence that reflects the business you’ve already built.

That’s where we come in.

Digital visibility that works together

AI Visibility + GEO + SEO + Content + Social

The strongest digital brands don't rely on one channel.

Their website supports their Google presence.

Their content demonstrates expertise.

Their reviews reinforce credibility.

Their social media creates recognition.

Their external mentions build authority.

And together, those signals help search engines and AI platforms understand who they are and why they matter.

That's the approach we take at SM Advice.

Not isolated marketing activity.

A connected digital presence designed around visibility, authority and trust.

Book a strategy call
Woman in glasses lying down talking on a landline phone.

Compliant Doesn’t Have to Mean Boring

 The industry has been conditioned to play it safe. 

 But safe content gets ignored. 

 

We push the envelope... carefully.

Everything we create is designed to stay within the rules, while still being engaging, distinctive, and worth paying attention to.


Two men discussing on a laptop screen.

Content created by humans for humans

 In a world where more and more content is being churned out by AI, a lot of it ends up looking and sounding exactly the same.

Ours doesn’t.


We create bespoke content, shaped around you 

Your voice, your style, your clients.

No generic filler.
No copy-and-paste posts.
No lifeless tone.. 


Just content that sounds like a real person. Because it is.

FIND OUT WHAT AI REALLY SEES

Your prospective clients are already changing the way they search.

Now is the time to understand how your business appears.

Take our free AI Visibility Test for an instant indication of how ready your firm is for the next generation of search.

Or commission our comprehensive audit and discover exactly where the opportunities are. 

Take the AI visibility test