Firm Focus: AI-Optimized Pages For Advisors | Powered by Wealthtender
Tell your story.
Prospects (and AI) are listening.
Your Firm Focus page is optimized for visibility in AI tools like ChatGPT & Gemini. Provide prospects with the most important insights into areas of your practice you want to promote. Share your story, powered by Wealthtender’s domain authority.
One Firm Focus page included with the Command plan. Additional pages $399/year.
Why Firm Focus
Too many advisors and wealth management firms are absent in AI answers
When someone asks ChatGPT or Gemini who they can trust for their unique financial planning needs, the answer is synthesized from sources AI tools already trust. Your Firm Focus page published on Wealthtender provides a new way to promote your firm or a particular area of focus on a platform frequently cited in AI-generated answers and highly ranked in Google search results.
Search became answers
AI tools prioritize providing answers over links. If you’re not showing up as authoritative on pages getting cited, you’re not in the answer.
Authority matters
Tell your story on a page amplified by Wealthtender’s domain authority. Do what you do best. Build your practice and borrow our domain authority.
Ensure you’re seen
Your experience, specialization areas, client testimonials. Firm Focus turns them into a page worth sharing, so the value you’ve created gets seen.
Choose your story
One page. Personalized to share your story.
Display the sections you need. Exclude the sections you don’t. Focus on what matters.
Firm highlights
Stand Out in AI Search
Let your firm story shine: a page devoted to what matters most, to increase your citations in AI answers and a beautifully designed page to share with prospects.
Advisor showcase
For solo advisors & standouts
A deep-dive credibility page: your story, philosophy, and reviews, more editorial than a directory listing. A powerful calling card representing you and your firm together.
Specialist spotlight
For specialists
One ideal client type, one page: corporate executives, energy-sector retirees, physicians. Stronger AI citation potential for the specific needs you serve best.
More configurations available. Ask us what fits.
Anatomy of a page
Sections toggle on and off
Every Firm Focus page starts with the same building blocks. You choose which ones tell your story.
See one live
One configuration, in the wild
Jim Shagawat’s Advisor Showcase shows the template at work.
Scroll inside the frame, or open the full page.
Example: Jim Shagawat, CFP®, AdvicePeriod · Advisor Showcase configuration
Jim Shagawat, CFP®
Advisor Showcase · AdvicePeriod
See a complete Firm Focus page live on Wealthtender: story, verified reviews, an editorial Q&A, and an AI-optimized FAQ.
View the live pageWhy it gets cited
Three things, together
Firm Focus combines the ingredients AI tools actually reward.
High domain authority
Hosted on Wealthtender.com, a trusted domain visited by 500K+ consumers a year.
Verified compliant reviews
Certified Advisor Reviews™ with the SEC-required disclosures built in.
AEO-structured content
Firm facts and FAQ formatted with schema for AI citability.
How it works
Answer a few questions. We build.
You personalize and share.
1. Complete a short intake
About 15 minutes. Let us know what matters most for your Firm Focus.
2. We build your page
Design, AEO structure, and schema, handled by our team.
3. Live in ~2 business days
Indexed, shareable, and optimized for AI discovery, with edit access for you.
Included with the Command plan. Want pages for additional use cases? Add them for $399/year each.
See plansQuestions & answers
Firm Focus FAQ
A Firm Focus page is a professionally designed, AI-optimized page about your firm or practice, built by Wealthtender and hosted on Wealthtender.com. It combines your story, verified Certified Advisor Reviews™ (optional), and structured content formatted for AI answer engines, so prospects and AI tools like ChatGPT and Gemini can find, trust, and share the most important insights about your practice.
Your Wealthtender profile is built for discovery: helping consumers find you in our directories and search results. Your Firm Focus page is built as a destination: an editorial, configurable page worth sharing with prospects, posting on LinkedIn, or sending to referral partners. It draws on your profile and verified reviews, so the two work together, and investing in your profile and reviews makes your Firm Focus page stronger.
One Firm Focus page is included with the Command plan, which is the best place to start if you want a Firm Focus page. If you’d like additional pages for different use cases, such as a niche landing page alongside your firm overview, each additional page is available for $399 per year. Compare plans.
Yes. Your Firm Focus page includes unique fields you can update anytime through a front-end edit panel, similar to how you manage your directory listing. Information drawn from your Wealthtender profile and verified reviews stays synchronized automatically.
Firm Focus is built to support SEC Marketing Rule compliance. Client testimonials shown on your page are Certified Advisor Reviews™ verified by Wealthtender and presented with the required disclosures, with a link to the complete set of reviews on your Wealthtender profile. Every page is reviewed before launch, and we’re glad to coordinate with your compliance team along the way.
Typically within two business days of completing your intake. Our team handles the design and build, then your page goes live on Wealthtender.com, indexed and ready to share.
No, and it isn’t meant to. Your website remains the center of your brand. Your Firm Focus page complements it by telling your story on a high-authority domain that AI tools and search engines already trust, extending your reach into the growing share of discovery that happens in AI answers, where your own site may be overlooked.
What’s your story?
Pick the configuration that fits, or let us recommend one. Your page can be live this week.
Included with the Command plan. Additional pages $399/year.
Wealthtender, Inc. · 1401 Lavaca St. #893 · Austin, TX 78701
Certified Advisor Reviews™ is a trademark of Wealthtender, Inc. Wealthtender does not provide investment, legal, or compliance advice; information here is educational, and advisors and firms should confirm their approach with their own compliance team and counsel. The live example shown is illustrative of one Firm Focus configuration. Wealthtender is a trusted, independent financial directory and educational resource governed by our Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we operate with integrity and transparency to earn your trust. Wealthtender is not a client of the advisors or firms featured. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.