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RocketSales

Case Study: Financial Advisory Firm Doubles Inbound Leads

Client: Financial advisory firm in Dallas, TX (wealth management and retirement planning)
Challenge: Invisible in AI search results despite 15 years of industry expertise
Timeline: 4 months
Services: GEO, AEO, SEO Authority

The Problem

This 12-person advisory firm had strong client relationships and referral business but was missing the AI-driven buyer journey entirely. When prospects asked Perplexity or Google AI Overviews for financial advisor recommendations in Dallas, larger competitors dominated despite inferior client outcomes. The Managing Partner estimated $200,000+ in annual revenue was going to AI-visible competitors.

What We Did

RocketSales implemented an integrated GEO + AEO strategy. We restructured their service pages with clear definitions, statistical claims, and entity-rich formatting. We built 15 FAQ pages targeting specific financial planning queries. We created comparison content positioning the firm against national competitors. We added comprehensive schema markup including Financial Service, FAQ, and LocalBusiness schemas.

Results After 4 Months

  • AI Citations: Cited as a top Dallas financial advisor resource by Perplexity and Google AI Overviews
  • Inbound Leads: 2.1x increase in qualified inbound leads (from 8/month to 17/month)
  • Featured Snippets: Won 9 new featured snippets for retirement planning queries
  • Lead Quality: 65% of AI-referred leads converted to consultations (vs 22% from Google Ads)
  • Revenue Impact: $340,000 in new AUM from AI-referred clients in the first 4 months

"RocketSales built our GEO and AEO strategy from scratch. The quality of inbound leads has improved dramatically — these prospects already know who we are." — Managing Partner

Frequently Asked Questions

How did GEO and AEO work together?

GEO optimized content for AI citation signals while AEO targeted featured snippets. Together, they ensured the firm appeared in both traditional search features and AI-generated recommendations.

What was the ROI?

The firm gained $340,000 in new assets under management from AI-referred clients in 4 months, with a 2.1x increase in qualified leads. The engagement paid for itself in 6 weeks.

Is AI visibility appropriate for regulated industries?

Absolutely. Our methodology works within compliance frameworks. Financial services firms benefit significantly because AI platforms favor authoritative, well-structured content.

How long does it take to see results from AI visibility work?

Most clients begin appearing in ChatGPT, Perplexity, and Google AI Overview citations within 30 to 60 days of structural improvements (schema, FAQ markup, internal linking). Measurable lift in qualified traffic typically follows in 60 to 120 days. Authority and ranking improvements compound over 6 to 12 months.

How is RocketSales pricing structured?

Engagements are scoped per project or as ongoing monthly retainers. Project pricing varies based on the number of pages, schema complexity, and content volume; monthly retainers typically range from $3,500 to $12,000 depending on scope. We provide a fixed quote after a free 30-minute discovery call.

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