Explainer videos
Short videos for RIAs, wealth managers, family offices and independent advisors. Each one covers a single problem: showing up in AI answers, protecting rankings through a merger, or turning searches into discovery meetings.
AI search · 44 sec
When a prospect asks ChatGPT, Perplexity or Google’s AI Overviews for a fee-only advisor, the answer names only three or four firms. This video shows how the free AI Visibility Snapshot tests 10 real prospect questions across four AI engines. It shows where your firm appears, and which competitors appear instead.
Mergers & rebrands · 40 sec
DeVoe & Company counted a record 322 RIA deals in 2025. Many of those deals ended in a rebrand or a merged website, and with them a sudden drop in organic traffic. This video explains why rankings drop (broken URLs, redirects to the homepage, duplicate pages, outdated Google listings) and walks through the 8-week merger migration plan that keeps the rankings both firms earned.
Lead generation · 32 sec
Kitces Research finds the fastest-growing RIAs depend less on referrals and more on marketing they control. This video follows a prospect from their first search or AI question to becoming a client. It shows where prospects drop off at each stage, and the fix for each one, from niche pages and SEO for wealth managers to tracking where every new client came from.
I’ll show you where your firm appears in Google and AI search today, and the three fixes that would make the biggest difference. Free and no-obligation.