Your AI visibility report shows what happens when up to three questions a client like yours might ask are put to an AI assistant with live web search. For each question you see whether you were named, every advisor or firm the answer recommended, and the sites it cited. The questions are built from your record, the report refreshes about every four weeks, and you can run it yourself once a day. Read it for patterns across months, not for any single answer: answers move from run to run.
Where the questions come from
We build the questions from what your record says, so each one is something your ideal client could plausibly type. There are three patterns:
- Your first specialty, in your city. “I’m looking for a fee-only financial advisor in [City, State] who specializes in [your first specialty]. Who would you recommend?”
- Your first audience, in your state or province. “I’m one of the [your first audience] in [State]. Can you recommend a fee-only financial planner who works with people like me?”
- Virtual or local. If you’ve ticked that you serve clients virtually: “Who are some good fee-only financial advisors for [your second specialty, or your first if you have one] who work with clients virtually?” If you haven’t: “Who are the best fee-only financial planners in [City, State]?”
A few things follow from that:
- Order matters. “First” means the first specialty and first audience saved in your record. To change which one leads, deselect the others and select them again in the order you want.
- Missing fields mean fewer questions. With no location, no specialty or no audience, the matching question can’t be written, and your report has fewer than three answers.
- Changing your record changes next month’s questions. That’s fine, but note the date, because history from before the change answers different questions.
How the questions are asked
Each question goes to one AI assistant, Claude, with live web search on, as a new question with no earlier conversation. The search is set to your city and region, the way a local client’s would be. The assistant can search several times before it answers. A second step then reads the answer and lists every advisor or firm it recommended or named as an option.
It’s one assistant. Other assistants read different parts of the web: in our study of 600 answers, two assistants’ lists for the same city overlapped by 18%. The report tells you how you fare in one place, measured the same way every month. How to check what AI says about your firm covers checking the others yourself.
What’s on the page
Open AI visibility in your portal. You’ll see:
- How it works, with the date of the last run and a button to run it again.
- Three numbers for the latest report: named in answers (for example 1 of 3), Wellspent page cited (how many answers cited a page on wellspent.co or find.wellspent.co), and reports so far.
- One card per question, showing the question in full, a result (You’re named, Firm named or Not named), the advisors and firms recommended, the sites the answer cited, and a link to read the full answer.
- History, once you have more than one report: each date and how many answers named you.
Your dashboard shows the headline from the latest report, and each monthly report arrives by email with the subject “Your Wellspent AI visibility report: named in [X] of [Y] answers”.
What each result means
You’re named means your full name appears in the answer, or your last name appears together with your firm’s name (“[Surname] at [Firm]”).
Firm named means your firm’s name appears but you aren’t named as a person. The check ignores generic words such as Financial, Planning, Wealth, Advisors, Partners and LLC, and matches on what’s left. If your firm’s name is nothing but those words, this check can’t fire, so watch the recommended list for it instead.
Not named means neither appears. Check the recommended list anyway: a nickname or a misspelled firm name won’t match, and you’ll see it there.
Wellspent page cited counts the answers whose sources include your record or another page on wellspent.co or find.wellspent.co. It shows whether the assistant read the public graph for that question, not necessarily your own record.
How to read a month
Look at the three cards together and find your pattern.
Named, with the public graph cited
The assistant found you and had a structured source for your facts. Open the full answer and check what it says about you: fees, specialties, location. If anything is wrong, find where it came from in the cited sites.
Not named, but the public graph was cited
The assistant read the graph and picked someone else. Look at who it named and open their pages. Usually they state something your record doesn’t: a fee as a number, a niche in plain words, the city, a minimum. Close that gap in your record and on your own site.
Not named, and the public graph not cited
The answer leaned on other sources. The cited sites are the list to work through: the directories, rankings and firm sites that keep appearing are the sources that matter for that question in your market. Make sure you’re on the ones that fit, with facts that match your record.
The same firms every month
Those firms have coverage on the sources the assistant reads for your questions. That’s usually more pages and more mentions, not a bigger practice. Our guide on why AI seems to recommend big firms over boutiques explains the difference.
Trends, not single results
Answers change from run to run, even when nothing else does. In our study, rewording a question in the same city changed most of the list: the overlap was 28%. A single report where you drop from 2 of 3 to 0 of 3 may be noise.
Judge over three reports or more. Keep a note of what you change and when, such as adding a fee to your record or publishing a page on your specialty, so you can line it up against the history list.
Running a report yourself
Press Run my first report or Run again now. It takes about a minute. You can run one at most once every 24 hours, and that includes the monthly run: if the monthly report came in this morning, the button will tell you to wait. A report can only run while your record is live, because the questions are built from it.
The best time to run one is right after you change your specialties, audiences or location, so you can see the new questions and start a fresh baseline.
What to do with it
- Make the questions sharper. Put the specialty and audience you most want to be found for first, and make sure your city is set.
- Close the gaps you see. Compare your record with the facts of the firms that get named. How to complete your Wellspent record covers every field.
- Fix errors at the source. If an answer states a wrong fee or an old firm, find the cited page and correct it there. Correcting the assistant in a chat changes nothing for the next person who asks.
- Check other assistants yourself every quarter, using the same questions.
Where Wellspent fits
If you aren’t a member yet: the AI visibility report is part of Wellspent membership, alongside a verified record in the public graph at find.wellspent.co, introductions from prospects with no lead fees, and quarterly press placement with media partners. Membership is $89 a month. See How it works.