AI Reputation Report · for financial advisors
What does AI tell prospects about you?
Prospects now ask ChatGPT and Perplexity for advisor recommendations before they ask a friend. See what five AI engines actually say when your name — or your rivals' — comes up.
Free preview · see a sample report →
of prospects used generative AI when searching for a financial advisor in 2026 — up from 6% in 2024. And 44% of advisors took a discovery call in the last 90 days where the prospect got their name from ChatGPT or Perplexity.
NAPFA consumer survey 2026 · Barron's Advisor 2026
What prospects ask AI
How it works
Type your name
We resolve who you are, your field, and the questions prospects actually ask AI.
See the free preview
The exact prompts we'll run, and the names most likely to come up. No signup, no card.
Run the full report
We query ChatGPT, Perplexity, Gemini, Claude & Grok live and score who gets named — with the full answers as receipts.
The honest part
No one can guarantee what AI says, and there's no way to “submit” yourself to ChatGPT — anyone promising guaranteed AI rankings is selling snake oil. What this report gives you is the ground truth: what five engines actually say today, who they name instead of you, and which sources they trusted to decide. What moves the answers is slow, real work on those sources — and the optional monthly monitor tells you when they move.
Questions
- What does the report check for a financial advisor?
- We ask ChatGPT, Perplexity, Gemini, Claude and Grok the questions prospects actually ask — who you are, whether you're credible, and who gets recommended in your category — live, not from a cached database. You get a 0–100 visibility score, who wins instead, the sources the engines trust, and every answer verbatim.
- What if AI doesn't know me at all?
- That's the most common result — and it's the finding, not a failure. Invisible means the engines answer those questions with someone else's name. The report shows exactly who gets recommended instead, on which questions, and which pages the engines trusted to decide.
- Can you change what AI says about me?
- No — and no one can. There's no way to "submit" yourself to ChatGPT, and anyone promising guaranteed AI rankings is selling snake oil. What moves these answers is slow, real work: being on the pages the engines already trust. The report shows which pages those are; the optional monthly monitor tells you the moment the answers move.
- What does it cost, and how long does it take?
- The preview — your exact questions and the names likely to come up — is free, no signup. The full report is $29 one-time, no subscription, and finishes in about 60 seconds. If you want the monthly re-check afterwards, monitoring is optional and cancel-anytime.
Sixty seconds to the answer.
Free preview first — see your exact questions before paying anything.
Check my name →