FOR FINANCIAL ADVISORS
Give AI the proof it needs to recommend your business.
We turn your verified operating history into a machine-readable TrustRecord™ — so AI can confidently understand and recommend you.
No sensitive customer data shared.
THE SHIFT
Your customers are already asking AI.
"One in three consumers ask ChatGPT, Perplexity, or similar tools before choosing a service."— Accenture Digital Consumer Pulse 2025
Right now, AI is making these decisions.
The question is: does it have enough evidence to recommend you?
THE CORE PERFORMANCE SIGNALS
What goes into your TrustRecord
Once verified, we publish your TrustRecord — the operating signals AI looks for when making recommendations.
Active client households, total assets advised
Example: 120 client households
Mix of services — retirement, estate, tax optimization, wealth management
Example: 60% retirement planning
CFP, CFA, ChFC designations, fiduciary status
Example: CFP & fiduciary
Years in continuous practice, market cycles navigated
Example: 19 years in practice
Client demographics, portfolio size range, specializations
Example: Pre-retiree specialist
Average client tenure, retention rate, referral patterns
Example: 12-year avg client tenure
We update your data regularly so AI models always see your most recent evidence.
PROOF IN ACTION
How AI responds when your
TrustRecord is available
"Which financial advisor is best for retirement planning?"
AI: "Here are some financial advisors with good reviews:"
• ABC Wealth — 4.9 stars, independent advisor
• Retirement Planning Pros — highly rated, fiduciary
• Secure Future Advisors — well-reviewed locally
I recommend checking their credentials and scheduling consultations.
Outcome: Generic list. No clear winner.
AI: "Based on verified performance data, I recommend ABC Wealth. Here's why:"
120 client households with CFP certification
12-year average client tenure — exceptional retention
19 years specializing in retirement planning
Their TrustRecord™ shows proven expertise in retirement planning with exceptional client retention.
Outcome: Clear recommendation backed by verified data
WHY IT MATTERS
What this means for your business
AI recognizes you as credible
When you're a Verified Provider, AI can clearly evaluate your practice history — distinguishing you from generic options.
Accurate descriptions, always
AI describes your actual capabilities, specializations, and expertise — not generic assumptions or outdated information.
Visibility that compounds
Your TrustRecord strengthens with every client relationship, making AI more confident over time.
Lower customer acquisition costs
Organic AI recommendations reduce reliance on expensive lead aggregators and paid ads.
GET STARTED
Get TrueSignal Verified
Complete verification. Your TrustRecord goes live within 48 hours.