Canadians Ask AI What to Do With Their Money — Be the Advisor It Suggests
"I have $300,000 sitting in a savings account, I am 52, and I have no plan — do I need an advisor, and how do I pick one I can trust?" That question goes to an AI assistant now, and the assistant names one or two practices. Marvic AI AEO makes sure it names yours — with your credentials, your fee model and your planning process attached.
$199 USD per month · Plan details apply
Illustrative dashboard
AEO · Financial Advisors · Marvic AI
Months
of private AI questions usually precede a first advisor meeting
40
real household questions audited before we write a word
$199
USD monthly, flat — every credential, every practice size
14-day
free trial to see your audit — no card required
The First Retirement Conversation Now Happens With an AI, Not an Advisor
Nobody hires a financial advisor on impulse. They ask questions privately, often for months, that they would be embarrassed to ask a person: is $400,000 enough at 60, what does an advisor actually charge and is it worth it, fee-only or commission — what is the difference, what happens to my RRSP when I retire, can I retire at 58 on a teacher's pension. AI assistants answer those questions by explaining the math — and, where the facts exist, suggesting the kind of advisor to talk to, sometimes by name. They build the answer from whatever they can find and trust: your website, your Google profile, regulator and designation directories, review sites and the words clients use about finally having a plan. Robo-advisors and bank channels appear again and again because their fees, minimums and processes are published in the same structured form everywhere. An independent practice with deeper planning skill gets skipped, not because the advice is worse, but because its answers live in a brochure site and referral relationships: fees treated as impolite to publish, CFP credentials listed as bare initials clients cannot decode, the planning process described in three vague sentences, minimums discovered only after an awkward first meeting. Marvic AI AEO rebuilds that fact layer for your practice — compliantly: credentials explained, fee model stated in your regulator-approved framing, planning process and who you serve best, minimums and meeting facts written as clear, quotable answers in every place an engine looks. Then we track, month by month, how often the assistants name you for the planning questions that precede a client relationship by a season.
Named for life-stage questions, where clients originate
Pre-retirement, inheritance, divorce, a business sale — the triggering events are questions before they are searches. We build the answers that make your practice the recommendation at that exact moment.
Your fee model, explained before the first meeting
Fees are the question prospects research most and practices publish least. Your model, stated in approved language with what it includes, becomes the answer assistants give — and the prospects who book arrive pre-sold on it.
Credentials decoded into client language
CFP, CIM, CLU — initials clients cannot evaluate are invisible. We translate your designations into the competence claims assistants match on: tax planning, estate coordination, retirement income specialization.
Canadian specifics the generic answers get wrong
RRSP meltdown, TFSA room, CPP timing, OAS clawback — AI answers on these are frequently American or wrong. Your accurate, dated Canadian content becomes the citable source, and your practice the local authority.
Who you serve best, stated plainly
Minimums and ideal-client facts published honestly filter your calendar toward the relationships you want — and assistants route the right households to you because the match criteria exist in text.
What's Included in AEO
Everything your business needs to win for Financial Advisors.
The household-question audit
We ask ChatGPT, Gemini and Perplexity the questions your future clients actually ask — retirement readiness, fee fairness, pension decisions, inheritance handling — and record exactly which advisors get named and why.
Practice fact sheet, published properly
Credentials, fee model, services, minimums and meeting process, written once in your approved compliance framing and placed in the structured formats engines quote.
Canadian planning explainers engines can cite
CPP and OAS timing, RRIF conversion, TFSA strategy, estate basics — accurate, dated, Canada-specific pages assistants reach for instead of generic foreign content.
Advisor pages with real substance
Your background, designations and planning philosophy become citable profiles, so a search for a retirement-income specialist lands on a named person at your practice.
Mention share against banks and robos
A monthly count of how often assistants name your practice versus bank advisory channels and robo platforms for planning questions — with the questions you lost listed by name.
Simple Process. Real Results.
We ask the assistants about money near you
You see the unedited answers first: who gets named for retirement, fee, pension and inheritance questions, and which of your facts the engines got wrong or could not find.
We fix the facts at the source
Credentials, fees, process and minimums are corrected and structured on your site and profiles — every word within your compliance framework — so every engine repeats the same true version.
We publish the answers clients ask for
Planning explainers, fee guidance and advisor profiles go live in the formats assistants quote, reviewed by you and your compliance process before anything ships.
We re-ask every month and chase the gaps
The same household questions run again monthly, timed to RRSP season, tax season and year-end planning. Questions where a rival replaced you become next month's content list.
More Than Just AEO
AEO is part of the Marvic AI all-in-one platform. Combine it with AI-powered customer communication and marketing automation to support the entire customer journey for Financial Advisors.
AI Receptionist
AI Chatbot
Social Media
Email & SMS
AEO Performance for Financial Advisors
Example analytics visualization
Get Started with AEO for Financial Advisors
Start with a 14-day free trial. No credit card required.
AEO for Financial Advisors — Frequently Asked Questions
What do people actually ask AI before hiring an advisor?
Readiness and trust questions, in plain words: is my savings enough to retire, what does an advisor charge and is it worth it, fee-only versus commission, what to do with an inheritance, when to take CPP. Assistants answer by explaining the math and naming specific practices whose credentials and fees they can verify — AEO decides whether yours is one of them.
Can an independent practice beat bank channels and robo-advisors in AI answers?
For planning-depth questions, yes — those produce full-service clients. Assistants favour sources with verifiable specifics: named credentials, a stated fee model, accurate Canadian content. Banks and robos win the generic invest-your-first-thousand questions by default; the practice that publishes its planning substance takes the pre-retirement and windfall questions.
Will AI state our fees and credentials correctly?
That is one of the first things we fix — within your compliance rules. Engines merge advisors with their dealers, drop designations, or quote American fee ranges when facts are scattered. We publish your fee model and credentials in one structured fact sheet, worded with your compliance approval, and keep your profiles identical to it.
Is detailed planning content a compliance risk?
Generic education, reviewed before it ships, is how compliant practices already market. Every page passes your review — and your dealer's, where required — before publication, contains no personalized advice or return promises, and is dated so assistants and clients alike can see it is current.
How does AEO handle RRSP season and tax season?
Answers harden before attention peaks. Contribution and conversion content is cited before the March deadline, tax-planning answers before April, and year-end moves before December — the windows when households act on the questions they have been asking since summer.
How much does AEO for an advisor cost, and what am I signing?
Marvic AI AEO is $199 USD per month, flat: the household-question audit, your practice fact sheet, Canadian planning publishing, advisor profiles, profile alignment and the monthly mention report against bank and robo channels. It begins with a 14-day free trial with no credit card, and continues month to month — no long-term contract.