Winning Clients with GEO
Aimed at helping advisors improve their visibility in AI search results across platforms such as ChatGPT, Gemini, Perplexity, and Claude.
Focus: Strategy & Visibility
Objectives
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Course Overview
- Understanding AI Search (ChatGPT, Gemini, Claude, Perplexity)
- GEO vs SEO: What changed in 2025
- AI Retrieval & Ranking Logic (RAG, citations, entity extraction)
- Building Advisor Brand Entities
- Optimizing for AI Overviews (Google)
- GEO content frameworks for tax, wealth, and estate planning
- Ethical, compliant GEO for highly regulated professions
- Complete GEO Framework
- Step-by-step implementation strategy
- Real financial-services examples
- Case-study breakdowns
- Full visibility roadmap for advisors
- GEO Implementation Calendar
- Worksheet
- 30 days Figen AI app access
- Wealth management AI-powered coaching
- Financial Advisors (CGP, CGPI, CIF)
- RIAs & Independent Wealth Planners
- Private Bankers
- Family Offices
- Asset-Management Marketing Teams
- Financial-services marketers
- Consultants in tax, estate planning, and investment services
- Anyone responsible for digital visibility in finance
Disclaimer
This course provides educational insights into Generative Engine Optimization (GEO). All GEO strategies taught can be implemented in accordance with: local financial-services regulations, firm compliance policies, GDPR and data-protection rules, and ethical communication standards.
