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SEO for financial advisors

SEO for financial advisors and insurance agents

People choosing an advisor or a policy compare fees, read about fiduciary duty and run the numbers on life insurance before they book a call. Koala AI writes those pages from your firm's services, fee structure and credentials, and they wait as drafts for compliance review.

See three articles your site should publish next. About 20 seconds. No account needed.

Free to startNo credit card requiredPlans from $25/month

What clients search before they call

Each of these is an article your site can rank for. Monthly searches across the US and in Charlotte as an example market, October 2026 estimates. In your account, the agent looks up the same terms for your own city.

  • retirement planningUS 165K · Charlotte 1.0K

    How your retirement planning process works, step by step

  • roth ira vs traditional iraUS 41K · Charlotte 210

    The trade-offs explained, and when you'd suggest each

  • umbrella insuranceUS 27K · Charlotte 170

    What umbrella coverage adds and who needs it

  • term vs whole life insuranceUS 18K · Charlotte 110

    A plain comparison of the policies you offer

  • fiduciary financial advisorUS 15K · Charlotte 70

    What fiduciary duty means at your firm

  • fee only financial advisorUS 8.1K · Charlotte 50

    How you charge, and how fee-only compares to commission

  • how much does a financial advisor costUS 6.6K · Charlotte 40

    Your fee schedule and what each tier includes

  • how much life insurance do i needUS 6.6K · Charlotte 40

    A coverage worksheet that leads to a quote

Local search, town by town

Your clients search from one place, so inside your account the agent works from local data.

Google results from your town

The agent searches Google as if from your city, or from a point and radius you choose, and reads the map pack, the organic results and competitors' ratings for searches like "fee only financial advisor charlotte".

Search volume for your city

Ask the agent and it looks up how many people search each term in your city or region, so a plan for Denver runs on Denver's numbers.

Your Search Console queries

Connect Search Console and the agent sees the town names and "near me" searches your pages already show up for, with their real clicks and impressions.

Your Google Business Profile

Brand DNA imports your address, category and rating, so articles use your real location.

A page for each town you serve

Service-area pages and local roundups, each written with that town's own detail.

What Koala AI writes for you

Planning explainers

Retirement accounts, Roth conversions and income planning, explained as concepts with a path to a consultation.

Fee and fiduciary pages

How you're paid, what each service tier includes, and what fiduciary duty means at your firm.

Insurance comparisons

Term vs whole life, umbrella and business coverage, limited to the products you're licensed to sell.

Local and niche pages

Pages for the towns you serve or the clients you specialize in, such as physicians, business owners or retirees.

How it works

  1. Step 1

    Enter your website

    Brand DNA reads your site (or your Google Business Profile) and learns your services, service area, credentials and how you talk to customers.

  2. Step 2

    Get a plan from real search data

    The agent checks what people search for your services, what you already rank for in Search Console, and where competitors get the clicks.

  3. Step 3

    Review the articles

    KoalaWriter writes each one from your Brand DNA, with internal links, schema and, if you turn them on, source citations. You choose whether they publish live or wait as drafts for your review.

  4. Step 4

    Publish to your site

    Articles go to WordPress, Webflow, Shopify or Ghost as drafts or live posts. On Boost and above, Content Calendar Autopilot publishes on the schedule you approve.

What it costs

Plans start at $25 a month, with Brand DNA for your business, the agent and KoalaWriter included. The site analysis is free and needs no account, so you see what your site should publish before you pay anything.

Built for a compliance review

Keep articles as drafts and send them through compliance before they publish. Add your required disclosures to a guidelines document in Brand DNA so KoalaWriter includes them, and check for them in review.

Koala AI doesn't give investment or insurance advice. Articles explain concepts and point readers to a conversation with you.

Questions

Can our compliance team review articles first?
Yes. Set articles to publish as drafts and nothing goes live until someone approves it.
Will every article include our disclosures?
Add them to a guidelines document in Brand DNA and KoalaWriter includes them. Your compliance review stays the final check.
Does it work for an insurance agency?
Yes. Add the carriers and lines you write, and articles stay within the products you offer.

Related

See what your site should publish next

See three articles your site should publish next. About 20 seconds. No account needed.

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