Be the #1 financial advisor
on Google AND in AI search.
Financial advisors live on trust. The first 30 seconds of a Google search + GBP impression + review average decide whether they ever call.
Free audit of your GBP, site, reviews, and AI presence for financial advisors.
How AI is
changing
financial planning.
High-net-worth prospects are cross-referencing ChatGPT recommendations against Google reviews before booking. Structured credibility signals matter more than ever.
Why most financial advisors are invisible: they've optimized their business for 2015 Google — keyword meta tags and a Yelp listing. The last five years of search happened without them. The next five will not wait.
The domination
stack.
Audit. Strategy. Deployment.
Domination.
Full audit of your GBP, website, reviews, AI visibility, and paid. Written diagnosis. No guessing.
Category × city targeting map. Keyword + AI-prompt research. 90-day sprint plan with weekly deliverables.
Technical SEO, schema, GBP publishing, content builds, ad campaigns, AI citation outreach. Every channel, wired.
Rank report, call attribution, AI visibility score. We prune what isn't working and double down on what is.
Five stars.
Not one under.
Quite possibly one of the most advanced marketing companies in California, maybe the world?!?! These folks had a whole campaign up and running for us in two weeks. Would have taken anyone else two months.
Bonsai Marketing delivered exceptional results for my Shopify e-commerce brand. Their audit was genuinely brilliant.
Bryan and his team know local SEO inside and out. They built us a clean, mobile-friendly site and focused on getting actual phone calls—not just traffic. Over 24 years of experience shows. If you want an agency that skips the fluff and delivers real leads, go with Bonsai.
37 reviews · 5.0 stars · Sonoma County · 2026