Free AI-visibility snapshot for advisors

Win Your Advisory Market in AI Search & Drive Inbound Prospects

See how ChatGPT, Perplexity, Gemini, and Copilot describe your firm today, then turn them into your highest-converting prospect pipeline.

Referrals aren’t the whole story anymore. Prospects now ask AI tools which advisor to trust before they ever call a firm. If AI models aren’t naming your firm, or describe it inaccurately, those prospects are pointed to other advisors. We work to make your firm the one they recommend.

Get your free snapshot





    After you submit, reply to our confirmation email. We'll send your snapshot within 2 business days of your reply.

    Takes about a minute • Free for advisory firms

    The process

    How it works, in four steps

    1. Understand your business

      We read your website and map your services, your customers, what they care about, and what makes them start looking.

      Free snapshot

      Example Advisory Group / Before the prompts runSample · fictional firm, made-up results
      1. Brand overviewBusiness type, offerings, known competitors and the buying stages to analyze.From your website
      2. PersonasThe buyer personas we identified. Edit, remove or add your own.6 personas
      3. PrioritiesThe business priorities, based on your offerings.8 priorities
      4. TriggersThe real-life moments that cause customers to search AI.15 triggers
      5. PromptsSample prompts to review before the full set runs.30 samples

    2. Test customer questions

      We identify your competitors and ask AI tools the questions your customers ask, in the markets you serve.

      Free snapshot

      Example Advisory Group / Brand OverviewSample · fictional firm, made-up results

      Known Competitors

      • Firm Afirm-a.example
      • Firm Bfirm-b.example
      • Firm Cfirm-c.example
      • Firm Dfirm-d.example

      We’ll also surface other competitors taking AI search visibility in your category during the analysis.

    3. Show findings and priorities

      You see where you appear, where you’re missing, and who is named instead, with a short list of what to fix first.

      Free snapshot: first fixes · Full plan with ongoing service

      Sample BlueJar Visibility Matrix for the fictional Example Advisory Group: seven question zones down the side, six client types across the top, each cell marked Owned, Partial or Lost, with a score for each
      Sample with a fictional firm and made-up results. The layout is the app’s Visibility Matrix. Enlarge

    4. Make approved improvements and measure progress

      With your firm’s approval, including compliance review, we make the fixes on your site and listings, then re-run the same questions each month.

      Ongoing service

      Example Advisory Group / Fix PlanSample · fictional firm, made-up results

      6 Fixes to Improve AI Visibility (first 4 shown)

      1. Correct the fee descriptionOne directory profile says “fee-based”. Match the website and Form ADV: fee-only.P1
      2. Complete directory profilesFill in specialties, credentials and service area on the profiles the firm already has.P1
      3. Answer local client questionsA retirement-income page for Springfield and nearby towns.P2
      4. Structured data on key pagesMarkup that tells AI tools who the firm serves and how it charges.P2

      Roadmap

      1. FirstP1 fixes, after your approval
      2. NextP2 fixes, after your approval
      3. ThenSame prompts re-run each month

    What you receive

    Your snapshot, in three parts

    Where you appear

    The questions where AI tools name your firm, and where they don’t.

    Who is named instead

    The competitors and sources AI points your customers to.

    What to fix first

    A short, prioritized list of fixes to start with.

    Sample BlueJar AI Visibility Snapshot for a fictional advisory firm, Example Advisory Group: an overall visibility score, how often the firm is mentioned and linked across ChatGPT, Gemini, Perplexity and Copilot, visibility by question type and client type, the firms named instead, the sources AI cited, and three things to fix first
    Sample with a fictional firm and made-up results. Your snapshot uses your firm’s name, your town and the real answers AI tools give. View full size

    FAQ

    Questions

    Is it really free?

    Yes. There’s no card, no obligation and no meeting required. We take a limited number each week so every one gets done properly.

    Which AI tools do you check?

    ChatGPT, Gemini, Perplexity and Copilot. We ask them the questions prospects in your area ask when they look for an advisor, and questions about your firm by name.

    Do you need client information?

    No. Everything we look at is public: your website, your Form ADV and directory listings.

    How long does it take?

    About a minute to fill in the form. We then email you to confirm your request, and your snapshot arrives by email within 2 business days of your reply.

    What happens after I receive it?

    Nothing, unless you want it to. The snapshot is a private report to you, so nothing is published. If you change your website or listings afterwards, those changes go through your firm’s normal approval process. If you’d like help with the fixes, ask us about the founding-partner program.

    Your free snapshot

    See how AI describes your firm today.

    Tell us your firm, website and main office location. We’ll show you where you appear, who is named instead, and what to fix first.

    No one can guarantee AI recommendations, prospects or clients. We show where you stand and what is in your control to fix.

    Get your free snapshot





      After you submit, reply to our confirmation email. We'll send your snapshot within 2 business days of your reply.

      Takes about a minute • Free for advisory firms