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Checklist: Increase Visibility on Google search and in ChatGPT and other LLMs

To increase your visibility in search engines and large language models (LLMs) like ChatGPT, here’s an easy-to-follow task list organized by priority and strategic category:


PHASE 1: FOUNDATION – Google Indexing & Site Readiness

1. Ensure Google Can Crawl and Index Your Site

  • Verify your site is not blocked by robots.txt or meta tags (noindex)
  • Submit your sitemap.xml to Google Search Console
  • Check for crawl errors or warnings in Search Console

2. Set Up Analytics & Webmaster Tools

  • Set up Google Analytics 4
  • Connect Google Search Console to monitor search performance
  • Link GA4 and Search Console for full insights

3. Create & Submit a Business Profile

  • Create a Google Business Profile
  • Add high-quality business info: address, phone, hours, photos
  • Add your business to Bing Places and Apple Business Connect

PHASE 2: ON-PAGE SEO

4. Optimize Website Content

  • Make sure your homepage has the your full company name and location in:
    • <title> tag
    • <meta description>
    • <h1> tag
    • First paragraph
  • Add pages for each service (e.g., Investment Planning, Retirement, Tax Strategy)
  • Include your NAP (Name, Address, Phone number) in the site footer
  • Add a FAQ page with rich keyword phrases (e.g., “How to choose a financial advisor in Emeryville”)

5. Optimize Technical SEO

  • Use HTTPS (SSL)
  • Ensure mobile responsiveness
  • Improve page load speed
  • Add alt text for all images
  • Add structured data (schema.org) for:
    • Local business
    • Services
    • Reviews (if available)

PHASE 3: OFF-PAGE SEO & BACKLINKS

6. Local Citations and Directory Listings

  • Submit your business to:
    • Yelp
    • Yellow Pages
    • Better Business Bureau
    • Wealth management directories like SmartAsset, WiserAdvisor, etc.

7. Build High-Quality Backlinks

  • Get listed in your local Chamber of Commerce
  • Reach out to financial blogs or podcasts for interviews
  • Guest post on personal finance blogs or write articles for Medium/LinkedIn

PHASE 4: CONTENT FOR SEO & LLMs

8. Publish High-Quality Content Regularly

  • Create a blog with articles like:
    • “How to plan for retirement in the Bay Area”
    • “Top 5 tax strategies for small business owners in Emeryville”
  • Include your name, city, services in each post for local relevance
  • Use FAQs and headings with natural language phrasing for LLMs

9. Optimize for Featured Snippets

  • Use bullet lists, tables, and direct answers in blog posts
  • Structure FAQs using FAQ Schema

10. Create a Media Kit or About Page for LLMs

  • Add bios of key team members with professional credentials
  • Explain your values, process, and approach to wealth management
  • Mention you’re based in Emeryville, California

PHASE 5: MONITORING & GROWTH

11. Track Rankings and Visibility

  • Use free tools like Ubersuggest or Google Search Console to monitor rankings
  • Check that a search for your company name shows your site

12. Encourage Reviews

  • Ask satisfied clients for reviews on:
    • Google Business Profile
    • Yelp
    • LinkedIn

PHASE 6: VISIBILITY IN LLMs (Like ChatGPT, Bing Copilot)

13. Get Mentioned in Reputable Sources

  • Publish press releases about your launch via services like PRWeb or EIN Presswire
  • Create or update your LinkedIn page for your business
  • Create a Wikipedia page if your business meets notability standards
  • Register your business with data aggregators like Data Axle, Factual, Yext

14. Be Transparent and Authoritative

  • Use schema to denote person (advisor) profiles, certifications (e.g. CFP, CPA)
  • Publish content that directly answers financial questions — these are more likely to be quoted by AI tools

Summary: Top 5 To-Do This Week

  1. Verify and submit your website in Google Search Console
  2. Create and verify your Google Business Profile
  3. Add your company name and location to your homepage title, H1, and meta
  4. Publish one blog post targeting a local financial topic
  5. List your business in 5 local and financial directories