Wealth management and family office
Trust starts before the first meeting.
An entrepreneur who has just sold a company asks an AI assistant which independent adviser to trust. The engine reads guides, interviews and reviews it can verify. In a regulated profession, most firms publish little, so the answer goes to whoever wrote clearly first.
“Which independent adviser should an entrepreneur use after selling the company?”
- 1.Partners
- 2.& Associés
- 3.your firm?
We ask this question, and the variants your clients use, to four engines. We record which advisers are named and what the engine says about them.
Why the shortlist forms without you
- Compliance rules make firms cautious, so they publish almost nothing.
- Generic finance media answer the question instead of a named adviser.
- Reviews and interventions exist but are scattered and unlinked.
What we build with you
- Tax and estate guides for clear life events, reviewed by your compliance function
- Partner interventions in podcasts, conferences and specialised media
- Review and directory profiles framed by your rules
- Entity and schema work for the firm, the advisers and their credentials
- A list of client questions we track, by life event
How we measure
Every month we run your buyer questions across ChatGPT, Perplexity, Gemini and Google AI Overviews. We record your share of voice against 5 competitors you name. When a mandate comes in, we trace where the client first heard of you. We publish no result we have not measured.
What we will not do
- Promise returns or recommend a product.
- Publish anything your compliance function has not approved.
- Promise that an engine will name your firm. We measure whether it does.
To read next
Where to start
The free Scan asks 20 of these questions and shows whether you are named. If the gap is real, the Diagnostic maps it in depth and is deducted if you sign.