Get found when clients ask AI for an advisor
A free seven-day email course for fee-only advisors from Nathan Prescott, Wellspent's founder. Each day: one finding from our study of 600 AI answers and 1,792 firm websites, and one change you can make that day.
- Day 1
How clients find an advisor now: AI names about 8 firms per answer, and two assistants agree on fewer than 1 in 5.
- Day 2
What AI reads before it names a firm, and a few-minute check that it can read your site.
- Day 3
Your fees in plain text. Only 52% of fee-only firm websites state a price.
- Day 4
Name who you serve. About 4 in 10 firm sites name nothing beyond retirement, tax or estate planning.
- Day 5
Make your facts match on your site, your SEC record, Google and every profile AI reads.
- Day 6
The trust signals prospects check before the first call, and how to make yours checkable.
- Day 7
Ask AI about your firm, see who's named instead, and what to do about it.
Questions
Who is it for?
Fee-only financial advisors and planners who want to be the firm AI names when a client describes their situation. Every step is something you can do yourself, without hiring anyone.
What does it cost?
Nothing. The course is free. The last email explains Wellspent membership, and you don't need it to use anything in the course.
Can I unsubscribe?
Yes, any time, with the link at the bottom of every email. We never sell or share your email address.