Perspectives.
Strategic thinking on RIA marketing, compliance, technology integration, and the digital client experience.
How AI Verifies You're Real20 minute read
The AEO architecture walkthrough: the seven-layer entity graph Clarion's 130-firm audit specified, taught from first principles, plus a live Schema Inspector that scores your own site and tells you what's missing — never how to fix it.
Read the walkthrough →Studio vs. the MSP9 minute read
Why I kept Clarion small on purpose — and how to tell whether that matters for you.
Read the full article →What AI Assistants Actually Read When They Evaluate an Advisor8 minute read
You can find out exactly how an AI decides which advisor to recommend. You ask it. The answer is a specification — and a 130-firm audit shows almost no firm is built to it.
Read the full article →Why Independent RIAs Are Invisible to the Clients Most Likely to Hire Them13 minute read
Independent RIAs are not invisible to AI search. They are visible — and indistinguishable. What the discovery layer reads, what it doesn't, and why the gap is closing.
Read the full article →The AI Visibility Gap25 minute read
A 130-firm audit of how independent RIAs appear in AI search. Most are visible — but through directories they don't control. Schema coverage averages 1.93 of 5; zero firms link their regulatory record.
Read the full report →The Translation Gap10 minute read
Why the best advisory firms in the country have the worst digital presence — and what it's costing them. A client refers their closest friend to your firm. That evening, the friend pulls out their phone and types your firm's name into Google. What happens next will determine whether your referral pipeline actually works.
Read the full article →Not ready to talk yet?
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