Real Searches. Real Clients.
Marc had no way of consistently getting clients. AI search became the main source of new clients for his firm.
His Reported Results From AI Search
- 8
- New Clients
- ~$10M
- New AUM
- 9
- Months
For Independent Financial Advisors & RIAs
Get Clients From
AI Search.100% Done-for-You.
ChatGPT
Claude
Gemini
GoogleAI is changing how people find financial guidance.
Build your presence now—and turn that attention into qualified conversations.
How It Works
Three connected steps to help the right prospects find you, book a call, and show up ready to work with you.
01
Get Found
Build your presence in AI search and Google around the questions your ideal clients are asking.
- Research your niche and local market
- Create service, location, and topic pages
- Improve SEO and business profiles
02
Get Booked
Make it clear who you help, why you’re the right fit, and how to take the next step.
- Improve website messaging and offers
- Add relevant guides and lead magnets
- Make booking a call simple
03
Show Up Ready
Help prospects understand your approach and the value of working with you before the first call.
- Send helpful email follow-up
- Educate prospects before they meet you
- Set up reminders and preparation
Why Advisor I/O
Built for
Financial Advisors
Experience across advisor niches, markets, and stages of growth.
- 200+
- Advisors Served
- 5+ Years
- In Advisor Marketing
Backed by CION
Part of an established financial services company.
CIONINVESTMENTS
Done-for-You Execution
Your strategy gets built and managed by one team.
- Research & Strategy
- Content & Pages
- Website Conversion
- Prospect Follow-Up
Why AI Search Now?
People are using AI to research questions and compare their options. Your firm needs to be part of that research.
A Growing Audience
ChatGPT alone reached this audience by September 2025. AI search is already a place where people look for answers.
People Are Looking for Guidance
Nearly half of ChatGPT messages in OpenAI’s study asked for information or advice. Helpful content gives your expertise a place in those conversations.
Get Established Early
Useful content and a credible online presence take time to build. Start now, learn which searches bring the right people, and improve as the channel grows.
What Results Can I Expect?
In your first 90 days, we build your search presence, improve the path to booking a call, and put follow-up in place.
Research and Build
Research your ideal clients and target searches, build your core pages, and set up tracking.
Converting
Improve your website’s offers and booking flow. Put follow-up in place to turn interest into qualified conversations.
Improve and Grow
Review what’s bringing in prospects, refine the pages and follow-up, and expand the content that’s working.
06 What’s the Investment?
Your Growth Strategy.
Our Team Behind It.
A done-for-you engagement for advisors who have the capacity to grow and want a team to handle the execution.
This Is Built for You If…
- You want to grow beyond personal referrals.
- You have a clear audience—or are ready to define one.
- You can take on clients and invest in a lasting channel.
- You want implementation, not another list of tasks.
DONE-FOR-YOU GROWTHFIRST 90 DAYS
$1,750/ month
3-month initial commitment · $5,250 total
- A strategy tailored to your niche and market
- A planned 20–30 page foundation in 90 days
- Website messaging & booking improvements
- Prospect education & email follow-up
- Search, conversion & lead-source measurement
- Ongoing review and priorities for improvement
07 How Do I Learn More?
Your Next Client Is Asking.
Let’s Help Them Find You.
We’ll look at your firm, your ideal clients, and what we’d prioritize in your first 90 days.
Book a Free Strategy CallA Few Good Questions
Let’s Clear
a Few Things Up.
Is This Just SEO with a New Name?
Strong SEO is part of the foundation. We also look at how your firm appears in AI answers, the outside sources that support your credibility, and the path from discovery to a qualified conversation.
Can You Guarantee AI Will Recommend Me?
No. ChatGPT, Claude, Gemini, and Google control their results, which vary by question and context. We improve the content, accessibility, and credibility that make your firm discoverable, then use observed results to guide the work.
Do I Need a Completely New Website?
Not necessarily. We review your existing site, messaging, and technical setup first. If we can build and improve the right pages there, we start there. Any larger redesign is scoped separately before you commit.
How Much of My Time Does This Take?
You provide context about your clients, services, and expertise, along with access and approvals. We handle the research and implementation. We agree on a review process during onboarding to keep the work moving.
How Do You Handle Compliance and Approvals?
We build content around your actual services and expertise, then route it through your firm’s required review process before publishing. Your approval requirements help shape the timeline.
What Happens After the First 90 Days?
We review what has been built, the evidence of traction, and what needs improvement. The next phase can include supporting content, stronger conversion paths, and continued follow-up. We confirm the ongoing scope and terms with you.