When someone asks ChatGPT for a financial advisor or an insurance agent near them, AI picks from the firms it can verify. Most firms give it nothing. I build compliant, plain-language pages that answer what prospects ask and make you the recommendation.
I was a licensed financial advisor and a bank loan officer, Rookie of the Year at both. I know what compliance allows and what clients need to hear before they trust you with their money.
What Our Customers Say
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★★★★★
Scott went above and beyond anything we ever could’ve expected. He didn’t just teach our team to use Claude. He opened our eyes to a whole new way of working. He pulled our entire business together, rebuilt our sales process from the ground up, helped us get payroll organized, and got us ready to launch our new sales team. The real difference for us has been Scott. We are going to keep working with him long-term.
T.J. Reagan, Elite Surgical Technologies· Google
“
★★★★★
Working with Scott has been amazing! His ability to ingest information, understand it, and then help you understand it is second to none. His work ethic is unlike any I've seen. Scott's forward-thinking mindset is incredibly refreshing and helpful. If you want your website to be found more easily, do yourself a favor and talk to Scott and his team. But don't stop there. Scott has a wealth of knowledge that can help you in so many ways.
Eric Lefebvre, Gateway Distribution· Google
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★★★★★
Scott and team just finished a deep dive on our website and it was eye-opening. They found and implemented several key fixes, and actually explained them so we could understand. We've already hired them for another project.
Scott Ruprecht, Giveback XP· Google
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★★★★★
Highly recommend Scott and team! They are experts in building business presence in today's online world.
Andy Cirino, Highland Roofing· Google
How we help Finance & Insurance
AI SEO
Your customers ask AI engines for mortgage help, insurance advice, and investment answers. This page covers how to show up in those results.
AI Deep Dive
A full look at how an AI deep dive helps finance and insurance firms. What it covers, how it works, and why your industry needs a different approach.
Website & SEO Audit
For financial advisors, insurance agencies, and fintech teams. A plain-English review of what your site does right, what it hides from Google, and what turns visitors into clients.
AI Setup & Training
This page covers what Claude setup and team training look like in a Finance & Insurance office, from first call to daily use.
Workflow & Agent Automation
A plain look at phone agents, chat bots, and background automations for finance and insurance. What fits, cost, and how it goes.
Dashboards & Reporting
One clear morning dashboard that pulls your scattered policy, commission, and claims numbers together. No jargon, no five-tool shuffle.
Software Cost Review
A line-by-line look at your software bills, built for the way finance and insurance firms operate.
Video Creation
A plain look at how AI-made videos work for finance and insurance companies, from explainers to social shorts, without the usual hassle.
Logo & Branding
A clear look at logos, colors, and branding for insurance agencies, financial advisors, and fintech companies. No fluff, just what works.
Marketing & Business Strategy
A straight look at how marketing and business strategy work for a finance or insurance office, where you sell trust, not widgets.
Common situations for Finance & Insurance
Specific situations we go deeper on for Finance & Insurance. Tap one to see the full answer.
AI Setup & Training
My team won't use AI tools
Website & SEO Audit
Do I need an SEO company or can I do it myself
Video Creation
Can AI make my business videos
Video Creation
How much does a promo video cost
Logo & Branding
How much should a logo cost
Marketing & Business Strategy
Do I really need a business plan
AI SEO
How do I get my business recommended by ChatGPT
AI SEO
How to show up in AI search results
AI SEO
How much does AI SEO cost
Website & SEO Audit
Website gets traffic but no leads
Workflow & Agent Automation
Drowning in repetitive admin tasks
AI Deep Dive
How much does AI consulting cost
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