Technical Compliance & E-E-A-T Foundation
Establish the technical rigor required for YMYL (Your Money Your Life) compliance. We focus on fixing indexation leaks and structuring the site for Google's trust-based ranking signals.
Technical Integrity & Financial Trust
GSC Indexation Audit
Identify crawl issues affecting advisor profiles and service pages.
Deploy Trust Signals
Implement E-E-A-T markup for advisor profiles.
Financial Keyword Gap Analysis
Identify high-intent, low-difficulty 'Niche' gaps.
Sitemap Segmentation
Optimize sitemap for advisor-led content.
Crawl Budget Optimization
Reduce server response time for regulatory compliance checks.
Technical Authority Signal
Establish professional presence on industry platforms.
Sprint 01 Retrospective
Review E-E-A-T technical health.
Architecture & Internal Linking
Click-Depth Analysis
Ensure all 'Insights' are < 3 clicks from homepage.
Semantic Template Launch
Initialize content templates for financial advice.
Topical Mesh Planning
Define interlinking for planning pillars.
Batch 01 Deployment
Go live with 10 advisor-authored insights.
UX Utility Validation
Gather user feedback on planning tools.
Core Web Vitals Audit
Optimize LCP for mobile performance.
Architecture Review
Finalize Month 1 scaling document.
Equity Recovery & Pruning
Low-CTR Opportunity Audit
Find pages ranking #5-#15 with < 2% CTR.
Content Decay Analysis
Identify outdated financial legislation articles.
Pillar Content Polish
Inject LSI keywords into core planning guides.
Cannibalization Audit
Resolve conflicts between similar posts.
Breadcrumb Schema Launch
Implement BreadcrumbList for navigation.
Client Newsletter Launch
Drive traffic to new educational hubs.
Performance Baseline
Verify Month 1 technical wins.
Speed & Mobile Supremacy
Third-Party Script Audit
Reduce impact of external trackers.
Image Optimization
Switch all advisor assets to AVIF format.
Mobile UX Audit
Test mobile menu and contact forms.
Critical CSS Inlining
Eliminate render-blocking CSS.
Font Loading Strategy
Use font-display: swap.
Performance PR
Publicly highlight site reliability.
Month 1 Graduation
Verify technical debt is cleared.
Launch your Financial advisors SEO strategy in 90 days.
Join 2,000+ teams scaling with AI.
Aggressive Content Generation
Utilize AI-led workflows to generate high-value educational content. We shift from 'Preparation' to 'Saturation' of financial topics.
Topical Saturation
Batch 02: 25 Educational Guides
Deploy 25 targeted financial planning articles.
AI Content Fidelity Audit
Review generated content for accuracy.
Automated Interlinking
Connect 25 new guides to core service pillars.
Comparison Hub Launch
Target 'DIY vs Professional Advice' keywords.
Long-Tail Intent Capture
Identify 20 'Niche' financial questions.
LinkedIn Engagement
Share snippets of new guides.
Content Velocity Check
Review indexation of Batch 02.
BoFu & Intent Dominance
Competitive Analysis
Analyze top local advisor sites.
Service Landing Page Optimization
Target 'Financial Advisor [City]' keywords.
Conversion Rate Audit
Optimize 'Book a Call' CTA.
Interactive Tables
Add machine-readable fee tables.
Trust Building
Incentivize client testimonials.
Local PPC Alignment
Run ads for 'Financial Planner' keywords.
Conversion Audit
Review discovery call signups.
Topical Cluster Expansion
Knowledge Graph Mapping
Identify missing links in core clusters.
Cluster Support Batch
Deploy 10 posts linking to main pillars.
Glossary Database
Add 30 technical financial definitions.
Glossary Hub Launch
Publish A-Z financial directory.
Cluster Lifting Effect
Measure rank increase of pillar pages.
Community Q&A
Answer technical problems on Quora.
Cluster Strategy Review
Identify Month 3 outreach targets.
AEO & Answer Engine Polish
Featured Snippet Audit
Identify 'Snippet Opportunity' keywords.
Snippet Architecture Update
Reformat H2s as Questions + 40-word answers.
FAQ Schema Deployment
Add FAQ JSON-LD to top 20 pages.
Conversational AEO Polish
Optimize for natural language queries.
Bot Traffic Log Audit
Verify LLM crawlers are active.
Case Study Sharing
Share success stories on social.
Month 02 Review
Audit all new resource pages.
Authority Capture & Backlinks
Leverage content saturation to earn high-DR placements. We transform traffic into domain-wide authority.
Strategic Outreach Wave
Link Intersect Prospecting
Find 50 local business partners.
Professional Partner Outreach
Target CPAs and Estate Attorneys.
Backlink Health Profile
Monitor anchor text diversity.
State of Financial Planning Report
Launch a proprietary data asset.
Newsletter Sponsorships
Book niche newsletter placements.
DA/DR Correlation Check
Measure impact of new links.
Outreach Recharge
Review response rates.
Digital PR & Media Placement
Journalist Targeting
Select 20 financial reporters.
Data Extraction
Find the strongest headline in your data.
Visualization Pack
Create embeddable charts.
The PR Blitz
Send 20 tailored pitches.
Social Commenting
Engage with news using proprietary stats.
PR Follow-up
Final follow-up with priority reporters.
Media Monitoring
Track mentions.
CRO & Secondary SEO Polish
Heatmap Review
Identify friction in guides.
CTA Testing
A/B test different CTA types.
LSI Injection
Find secondary terms.
Content Freshness
Update the last 50 pages.
Intent Alignment
Verify page content matches search intent.
User Sentiment
Ask visitors for feedback.
ROI Analysis
Calculate Lead-Value.
Final Performance Polish
Link Distribution Audit
Check PR flow.
Sticky-TOC Optimization
Fix navigation for long guides.
Advanced Schema
Add 'Organization' and 'LocalBusiness' JSON-LD.
Smart 404 Recovery
Turn 404s into resource hubs.
CWV Field Data
Check real-world performance.
90-Day Retrospective
Share results internally.
Final Audit
Gather data for final report.
Scaling & The Year 1 Playbook
90-Day GSC Report
Compare results.
Domain Authority Baseline
Measure net growth.
Future Niche Planning
Plan next 50 clusters.
SEO Playbook
Standardize processes.
Stakeholder Presentation
Present results.
Authority Lockdown
Celebrate milestones.
Mission Complete
Archive plan.
