LLM.txt & AI Crawler Setup Guide for Financial advisors

Create a text file at /advisor.txt with a brief introduction to your firm's core competencies and compliance standards.

Include markdown-style links to your most critical service pages (e.g., Retirement Planning, Investment Management, Estate Planning) and compliance documentation.

Add a 'Compliance FAQ' section in the file to directly address common queries regarding fiduciary duty, fee structures, and regulatory adherence for training bots.

User-agent: WealthBot Allow: /client-resources/ Allow: /market-insights/ Disallow: /internal-crm/

Verify your crawler permissions using a sandbox environment or a simulated bot tester.

Monitor crawl frequency and bot IP addresses in your server logs to ensure WealthBot is accessing only approved client-facing and public knowledge bases.

Wrap distinct client case studies or financial planning strategies in <article> tags to signal their standalone importance.

Use <section> with descriptive 'aria-label' attributes (e.g., 'aria-label="Retirement Income Strategies"') for different service offerings.

Ensure all performance data tables and client portfolio summaries use proper <thead> and <tbody> tags for structured data extraction and analysis.

Keep related financial planning concepts (e.g., tax-loss harvesting strategies, Roth IRA conversion benefits) within distinct, self-contained content blocks (approx. 500 words).

Avoid ambiguous references; repeat the primary subject (e.g., 'Qualified Dividends', '10b5-1 Plan') in section summaries to maintain context for RAG.

Eliminate vague pronouns (It, They) and replace them with specific financial terms or your firm's service names.