AI Find My Business · Home · For Financial Advisors
Sample audit · Financial AdvisorsA redacted preview of a real-world audit format applied to a fictional financial advisory firm, Northbrook Wealth Partners in Boston, MA. Same scorecard, prompts, and worked examples your audit will use.
Buyer-intent prompts tested across ChatGPT, Claude, Gemini, and Perplexity. Five KPIs across the top — AI Visibility Score, Mention Rate, #1 / Top Spot, Website Cited, Description Accuracy — followed by a Performance-by-Category table. Same structure your actual audit PDF will deliver.
Verbatim prompts where Northbrook Wealth Partners ranked #1 / top spot. These are the niches the business already owns — typically narrower or less competitive queries where on-page signals match buyer intent precisely.
Verbatim prompts where Northbrook Wealth Partners did not appear at all — not in the answer text, not in source links. These are the high-value buyer-intent prompts the business is completely invisible for.
For every prompt in the set, the audit captures the AI response, the competitors named, and the signals that drove the answer. The sample shows one of Northbrook Wealth Partners's.
Your audit names the exact numbers, competitor names, and prompt counts behind each observation. We've blacked out the particulars in this sample to keep the methodology proprietary.
The sample is roughly 30% of what your audit will deliver. The full report includes full prompt-based scoring, competitor share-of-voice, and a per-engine breakdown across ChatGPT, Claude, Gemini, and Perplexity.
$400 one-time. Delivered in 5–10 business days. Calibrated for financial advisors.