GEO Best Practices for Financial Services: How to Get Cited by AI Search
GEO best practices for financial services come down to one idea: make your firm the source an AI system feels safe quoting. When someone asks ChatGPT, Perplexity, Gemini or Google's AI Mode whether a Roth IRA beats a traditional IRA for their situation, the engine pulls a handful of pages, decides which it trusts, and writes one answer. Your goal is to be one of those pages.