Nothing specific on the page
Fees, minimums and who the service suits are missing, so a reader has to call to learn the basics.
SEO for Finance
Earn a client’s trust before the first meeting.
People research a loan, an advisor or an account for weeks before they contact anyone. We make your firm the clear, credible answer they find, with every page cleared by your compliance team.
Core-service visibilityWorth AI · earlier agency work+275%Core-service page traffic+204%
What we measure3/3
- Research and product searches you appear in
- Consultation requests from search
- Pages reviewed and current
Get your free SEO audit
No cost and no commitment.
The search problem
Vague pages lose careful buyers.
Someone choosing a financial advisor reads everything. They want to know what it costs, who it is for and what could go wrong. Most firm websites answer with stock photos and a promise of “tailored solutions,” because saying anything specific felt like a compliance risk. The careful buyer moves on to a firm that explained itself.
We write specific, plain answers from your approved product and disclosure material, build a review step into every page, and keep rates and terms current. Then we count the consultations that began with a search.
In plain terms
How does SEO work for financial firms?
People research a money decision for weeks, and they get in touch with the firm that answered them plainly. Financial services SEO is how your firm becomes that answer. Google holds financial content to its strictest standard, the same one it applies to health, and looks for accuracy and evidence of real expertise.
Regulation shapes every page. A broker-dealer’s public content falls under FINRA’s communications rule, which bars claims that exaggerate or promise results, and calls for approval by a qualified principal. An investment advisor’s falls under the SEC Marketing Rule, which since 2022 has allowed client testimonials under set conditions. None of that prevents clear writing. It decides who signs off, and we plan for that step from the first draft.
Signs your site is turning careful buyers away
Content stuck in review
Articles wait weeks for sign-off, and many are never published.
Old numbers still live
Rates, limits and tax figures from past years sit on pages nobody owns.
Found by name only
People who already know the firm find it. People asking the question the firm answers do not.
What we do in financial services SEO
We map what people ask at each stage: how a product works, what it costs, who qualifies and how firms differ. Each question gets a page that answers it in plain terms, with fees, conditions and risks stated.
Every draft is built from your approved language and arrives with its sources and a list of claims for the reviewer to check. Compliance sees clean, organized copy, so review takes less of their time.
Pages carry the names, credentials and registrations of the people responsible, with links to their public records. Trust on a financial page comes from being checkable.
Each page with a rate, a limit or a dated example gets an owner and a review date. When the numbers change, the page changes with them.
Check it yourself
Read your site as a cautious stranger.
Open the page for your main service and look for three things a careful buyer wants before they will call: what it costs, who it is for, and who they would be dealing with. If any of the three takes more than a minute to find, that is where prospects leave.
Then look for dates. A page that quotes last year’s contribution limit or an old rate tells the reader the site is unattended, and it tells Google the same. A short list of every page that holds a number, with an owner beside each, fixes most of it.
- 01Find your fees or your pricing approach on the site. Time how long it takes.
- 02Look for the named people behind the advice, with credentials a reader could verify.
- 03Search the question your best clients asked before they hired you. See who answers it.
- 04List every page with a rate, a limit or a year on it, and when it was last checked.
- 05Ask compliance which claims slow reviews down, and write those once as approved language.
What you get
Work you can hold.
- A question map for each product or service line
- Pages with fees, conditions and risks stated plainly
- Review-ready drafts with sources and a claims list
- Named, checkable details for the people behind the advice
- A calendar of pages with figures, each with an owner and a review date
The readout
How we know it worked.
We record a baseline before we change anything, then read search visibility beside the actions that pay the bills.
- Research and product searches you appear in
- Consultation requests from search
- Pages reviewed and current
Pricing
Your investment in being found
Three ways to invest in your business showing up when buyers search. Each package is billed monthly, month to month, and each one includes everything in the one before it.
Foundation
The work every site needs, done properly and kept up every month.
$1,000a month
Month to month
We recommend
Growth
Foundation, plus the pages, articles and links that reach more of your buyers.
$2,500a month
Month to month
Leadership
Growth, plus press outreach, more markets and reporting that follows each lead to revenue.
$5,000a month
Month to month
The price changes only when the scope does, such as a very large catalog, many locations or a move to a new platform, and we agree any change in writing before the work starts.
Questions
Before we start.
How do you handle SEC and FINRA rules in content?
We write from your approved material, avoid performance promises, and send every page through your review before it is published. Drafts arrive with sources and a list of claims, so your reviewer can check them quickly. Nothing is published on your behalf without sign-off.
Does SEO work for financial advisors?
It works where the firm is specific. An advisor who explains who they serve, what they charge and how they work can win searches from exactly those people. Broad terms such as “financial advisor” are held by directories and national brands.
Can we use client reviews and testimonials?
For investment advisors, the SEC Marketing Rule has permitted testimonials since 2022, with disclosures and, for paid ones, a written agreement. Broker-dealers follow FINRA’s rules. A separate federal rule bans fake reviews, and rewards tied to a good rating, for every business. Your compliance team makes the final call.
How long does SEO take for a financial firm?
Longer than in most fields, because trust builds slowly and every page passes review. Clear service pages tend to show results first. A library of answers builds over a longer stretch, and keeps working as long as it stays current.
Will this get us found in AI answers too?
The same qualities carry over. Google says its AI answers come from the same pages that show up in regular search, so nothing special has to be added. Specific, sourced, current answers are what both kinds of results look for.
Keep exploring
Find the next useful page.
All SEO servicesExplore the full search program and its specialized services.SEO Content WritingPlain answers drafted for a compliance review.B2B SEOLong sales cycles and more than one decision maker.AI SEOBeing the source AI answers cite on money questions.SEO Blog Writing & StrategyA library of answers that stays current.Financial servicesThe full marketing program for financial firms.
Tell us what you offer and who it suits. We will show you what a careful buyer finds when they search for it today.
- How your buyers search for what you sell
- Who shows up above you today, and why
- Your website, as Google reads it
Prefer email? Write to hello@wearemachina.com
Prefer to talk? Call (831) 230-7787
Core-service visibilityWorth AI · earlier agency work+275%Core-service page traffic+204%
What we measure3/3
- Research and product searches you appear in
- Consultation requests from search
- Pages reviewed and current
Get your free SEO audit
No cost and no commitment.