People ask AI who should manage their money. Is your practice named?
Add your practice and your city. Stride poses a saver’s question to ChatGPT and lists the advisors it puts forward first.
— Free check · ChatGPT
Clients from AI are ready to book.The spot is still open.
- They convert betterIn a Semrush study, visitors who came from AI search converted 4.4 times better than visitors from regular search. By the time they click, AI has already told them who to call.Source: Semrush AI search traffic study ↗
- There will be more of themThe same study expects AI search to send more visitors than regular search within a few years, for the topics it measured.Source: Semrush AI search traffic study ↗
- Get there firstAI answers are built from what the web says about advisors today. The ones that show up first are the ones their rivals have to catch.
Not named? Start here.
Handing over savings takes trust, so AI answers lean on records anyone can check: registration, credentials and how an advisor is paid. Practices that make those easy to confirm get mentioned.
- 1Registration that matches the public recordYour firm name, address and people should read the same on your site as on the SEC’s Investment Adviser Public Disclosure site and FINRA BrokerCheck. Link to those records rather than paraphrasing them.
- 2Say how you are paid, exactlyDescribe fees the way your Form ADV does. Use “fee-only” or “fiduciary” only where they are accurate for your firm, and if you are a CFP professional, check the CFP Board’s own rules on describing compensation.
- 3A page for each kind of clientPre-retirees weighing a rollover, owners selling a company and families planning an inheritance ask different questions. Write educational pages for each, with no projected returns and no past performance.
- 4Reviews only with compliance sign-offFor registered investment advisers, the SEC Marketing Rule decides when reviews and testimonials can be used and what must be disclosed. Broker-dealer communications fall under FINRA Rule 2210. Settle the approach with compliance before asking any client.
How Stride gets your practice named.
Each week Stride records which advisors AI recommends around you for retirement, planning and business owners, traces what it relied on, and drafts educational pages for your compliance team to review.
- — Client questions
Know what clients ask AI
Stride asks AI tools like ChatGPT and Gemini what savers and owners want to know, from what fiduciary means to who handles a business sale, and shows which answers mention you.
Questions about money and adviceSample data - What does fee-only mean for a financial advisor?ChatGPT: Not namedGemini: Not namedClaude: Named
- Who helps an owner plan for selling the business?ChatGPT: Not namedGemini: Not namedClaude: Not named
- Best retirement planner near me for a couple in their fiftiesChatGPT: NamedGemini: NamedClaude: Not named
- Should I roll my old workplace plan into an IRA?ChatGPT: Not namedGemini: NamedClaude: Not named
- — Competitor tracking
Track the advisors AI picks instead
Stride tallies which local practices AI brings up for each kind of question, how often, and how your share moves once new pages are live.
Who AI namesSample data Answers each practice was named in, out of 18
- Stonecrest Wealth PartnersTracked11 / 18
- Fernhollow PlanningTracked8 / 18
- Your practiceYou5 / 18
- Bellmar Private Advisory3 / 18
- — Competitor strategy
See exactly why they win
When another firm keeps getting the fee-only question, Stride shows the sources behind it, for example a NAPFA listing, a fees page that matches their filing and a retirement income explainer, then lists what you could add.
Why AI picks Fernhollow PlanningSample data “Which fee-only financial advisor is best near me?”
What AI relied on
- NAPFA advisor listingDirectoryChatGPT, Claude
- Their plain fees pageTheir siteChatGPT, Gemini
- SEC adviser disclosure recordRegistrationGemini
What you’re missing
- A fees page that mirrors your Form ADV
- CFP Board record linked from your bios
- An educational page on retirement income choices
- — Content
Get the pages written for you
Stride writes educational drafts from the facts on your site and filings, with no forecasts and no performance figures. Nothing is published until your compliance team has reviewed and approved it.
Coming soonPublish straight to your website.
DraftSample data Educational guide4 of 5 checks metLeaving your job: the choices for an old workplace retirement plan
- Plain answer up top
- Options laid out without a recommendation
- No returns or performance
- Approved by compliance · needs your eye
- Fees described as in your filing
Related industries
- CPAs and accounting firmsSee whether ChatGPT names your firm when an owner asks who should do their business taxes, books or IRS letter.
- Insurance agenciesSee whether ChatGPT names your agency when people ask who to call about home and auto, business cover or life insurance.
- Mortgage brokers and lendersSee whether ChatGPT names you when a home buyer asks which lender or broker to use for a first home, a VA loan or a refinance.
- Real estate agentsSee whether ChatGPT names you when people ask which agent to list with, buy a first home with or call before a move.
Questions, answered.
How do financial advisors get recommended by ChatGPT?
Be easy to verify and clear about who you serve. Keep your details consistent with your SEC or FINRA record, link your CFP Board profile if you hold the mark, describe fees accurately, and publish educational pages for the clients you work with most.
Do the SEC Marketing Rule and FINRA rules cover these pages?
Yes. Pages, profiles and anything Stride drafts are communications like any other, so they go through your firm’s usual compliance review. Stride drafts; your firm decides what is published.
Can we ask clients for Google reviews?
Only on your compliance team’s terms. Under the SEC Marketing Rule, how a registered adviser invites, shows or answers reviews can turn them into testimonials with disclosure duties, and broker-dealers have FINRA requirements too.
Is the result the same as a client would get in ChatGPT?
Near enough to act on, not a copy. The check uses OpenAI’s API with web search, like Stride’s weekly tracking. Signed-in users of the ChatGPT app can see other names, and replies change over time.
What does the walkthrough cover?
Fifteen minutes on the money questions that already surface your name, the advisors AI prefers in your area and what it reads about them, and the pages worth drafting for compliance review.