Financial Services

Be the firm clients find and call, on Google and in AI answers.

When someone needs an advisor, a mortgage broker or a CPA, they search, ask an AI assistant, and call one of the first names they see. We get your firm in front of them, and each month we show you what changed.

Run for

The firms we work with.

Advisors, brokers, agencies and CPAs. People search differently for each service you offer, so we plan the work one service at a time.

Wealth managementInvestment advice, retirement and portfolio management
Mortgage and lendingMortgage brokers, refinancing and home equity
InsuranceLife, business and health
CPA and taxCPAs, tax preparers and bookkeeping
Banking and creditLending, credit and deposit accounts
Advice and planningFinancial advisors, estate planning and financial planning
When a client asks

Named when someone asks who to trust with their money.

We track the searches people make for each service you offer. You see where you show up on Google, and whether ChatGPT, Gemini, Perplexity and Google’s AI Overviews name you when someone asks who to call. You also see which firms show up instead.

Runs onSearch & AI VisibilityCompetitorsReported inthe visibility report, by service, monthly
In their words

What clients and peers say about the work.

Dean Garland's expert team are pioneers in digital marketing. They turn seemingly impossible tasks into growth opportunities, backed by extraordinary leadership.

Tony RuizExecutive SEO Leader

Dean Garland took us from two locations to four, and we're starting to show up in ChatGPT answers. Transformative.

Jason FergusonCEO, Amason Aesthetics

Dean Garland's technology platform is wildly innovative. I've worked with their product teams in the past and they are top notch.

Reza AkhavanEngineering Manager, Snowflake

Dean Garland's deep SEO and paid media know-how reshaped how we engaged clients, raising the bar with clear, plain-language guidance.

Morgan MoranMarketing Manager, GoDaddy

We've worked with them for years and have consistently witnessed their impressive results, particularly in SEO.

Marcus HansenOwner, Recovery Delivered

Innovation and accessibility are baked into Dean Garland's culture.

Jazmine DukeSr. Product Leader, ex IHG and Oracle

They quickly understood our needs and delivered an action plan that produced results. We'd hire them again in a heartbeat.

Charles OlsonChief Technology Officer
Ahead of the calendar

Pages and ads ready before each deadline.

Money questions follow the calendar. People look for tax help in the winter, a mortgage in the spring, and retirement and year-end planning in the fall. We plan your pages, profile posts and ad budgets around those dates, so the work is live before people start looking.

Runs onIdeationContentReported inthe content plan in your login, and the recap
Compliance review

Pages your compliance team approves before they go live.

Financial content has rules. Each page is written from your facts: your services, your credentials, your disclosures and the words you don’t use. An editor reads each draft, and claims about rates, fees and results are checked against a source. We don’t promise returns. Your compliance team approves each page before it’s published.

Runs onContextContentReported inevery page with its checks, in your login
Near you or nationwide

Found by clients near you and across the country.

Some people want an advisor close to home. Others choose a firm for what it specializes in and work with it from anywhere. We keep every office’s Business Profile, listings and reviews current, and build pages for the searches that aren’t tied to a city.

Local SEO, run by our team →
Runs onAnalyticsSearch & AI VisibilityReported inevery office, in your login
Paid search

Know what every call and booking costs, down to the keyword.

An acquisition is a call, a form or a booked consultation. We build a campaign for each service, so you can see what a retirement planning client costs you compared with a tax planning client. Every call and form is tracked back to its keyword. We block the searches that waste money and move budget to the services that pay back.

Google Ads, run by our team →
Runs onAnalyticsReported inGoogle Ads in Analytics, by campaign and keyword
Explained monthly

Each month, see which services moved and why.

Each month your strategist writes to you: which services gained consultations, what drove it, and what we recommend next. The recap is read against your numbers before it goes out, and the dashboard behind it is yours to open any time. Between recaps, your account team is a call or an email away.

Strategy & Reporting, run by our team →
Runs onAnalyticsAgentReported inyour inbox each month, with the dashboard behind it

Built for a firm in one city, or across the country.

The work changes with how your firm is set up.

The firm in one city

Your clients live near your office. We make sure you show up there for every service you offer, and the reports show which ones bring in new clients.

The firm with clients nationwide

Clients choose you for what you specialize in. We build your pages and visibility for those searches across the country, and track each consultation back to its search.

The regional broker or agency

A lot of products and a lot of agents. We plan each product line separately, and the reports show what each office and each line brings in.

What you see each month, and any time you log in.

Every service and every office, with the numbers and the explanation, in Pulse and in your inbox.

Client loginEvery service and office with its visibility and numbers, any time.
Monthly recapWhich services moved, why, and what we recommend next, written by your strategist.
Visibility reportsWhere you show up for the searches people make, by service, next to each competitor.
AnalyticsCalls, forms and ad spend by service, period over period.
Ask the AgentAsk which service moved and get the answer from your live data.
API & MCPEvery number, open to your dashboards and your AI.

Straight answers for financial services.

Which firms do you work with?

Wealth management, mortgage and lending, insurance, CPA and tax, banking and credit, and financial and estate planning. We plan the work service by service, because people search differently for each one.

How do you handle FINRA and SEC advertising rules?

Pages are written from your approved facts and disclosures. An editor reads each draft, claims about rates, fees and results are checked against a source, and we don’t promise returns. Your compliance team reviews and approves each page before it’s published. Their review stays the final word.

Do you work with local firms and national ones?

Yes. A firm in one city gets every service planned and measured near its office. A firm with clients across the country gets the same work on the searches that aren’t tied to a city. Each office is reported on its own.

Will this work with our CRM and planning tools?

Yes. Nothing about your CRM or planning tools changes. Calls and forms are tracked to the search or the ad that produced them, and you see the counts by service and by office. No client account information comes to us.

Who owns the accounts and the content?

You do. We work inside your Google Ads account, your Business Profiles and your site. Every page, profile and report stays yours.

Do you guarantee rankings or new clients?

No. Google and the assistants decide who they name. What you get is every service and office measured each month, the work visible in your login, and a written explanation of what changed and what we recommend next.

What does it cost?

Two plans, Small Business and Enterprise, each with an account team and the platform. The pricing page has the details. When we talk, we’ll scope the work to your services and offices.

Selling to firms and advisors instead?B2B Outbound for Financial Services →

See where you stand.

Send us your services and your offices. We’ll show you where you show up on Google and in AI answers, who shows up instead, and what to fix first.