Get found by the clients you are best placed to help.
Zavi helps advisors publish the plain-English guides, LinkedIn posts and local pages that bring in qualified consultations.
Channels that matter most
- SEO
- AI Answers (GEO)
Financial advisors
How customers find you
People look for a financial advisor after a life event: a new job, an inheritance, retirement getting close. They search the question first, then look for an advisor nearby or one who serves people like them, and read what that advisor has written before booking. Referrals still matter, and those people check your site and LinkedIn too.
What Zavi does for you
Zavi proposes and does the work. You approve anything that spends money or gets published.
Guides for life events
Plain-English articles on the questions your clients ask, ready for your own review process before publishing.
Starter planMarket views on LinkedIn
Posts drafted from your market notes and client questions. Nothing goes out without your approval.
Starter planKnow your niche
Research on a client niche, like physicians or small-business owners, and what they search for.
Free planClient-ready quarterly decks
Turn your quarterly market notes into a clean deck or PDF.
Free planLocal and AI search check
An SEO and AI-answer audit of how you show up when people look for an advisor in your area.
Free plan
Zavi does not check content against financial advertising or promotion rules. Every draft is for you, and your compliance process, to review before it is published.
The number it moves
Consultations booked
The first meeting is where a client relationship starts.
Qualified inbound leads
People who fit the clients you serve best.
Site visitors who book
Whether your content turns readers into meetings.
Try asking Zavi
Type it the way you would say it. Zavi asks for what it needs.
- “Write a guide on what to do with a 401(k) when you change jobs.”
- “Turn my market notes into three LinkedIn posts.”
- “What do small-business owners in Austin search for about retirement?”
What a first week looks like
- 1Day 1: Zavi audits how you show up in local and AI search for your specialty.
- 2Days 2 to 4: it drafts your first life-event guide and a week of LinkedIn posts, for your review.
- 3By day 7: what you and your compliance process approved is live.
See what Zavi would do for your business
Give Zavi your website. It audits it, writes a 30-day growth plan, and shows you the first things it would do.
Free plan, no card. The organic channels and Build need Starter or above; paid ads need Pro.