Wealth Management
Investment advisory · retirement · portfolio management
FINANCIAL SERVICES · POWERED BY PULSE Win new-client demand
Win new-client demand
in every market you serve.
Rank in Google. Win the map pack. Get cited in ChatGPT, Claude, Gemini, and AI Overviews. The new-client demand for wealth management, mortgages, insurance, and tax, captured in every market you serve.
TRUSTED BY MULTI-ADVISOR FIRMS AND REGIONAL BROKERS
44,000+ Keyword Rankings Tracked
91% Avg Top-3 Rankings
+287% Avg Organic Lift · 12 Months
Every service
you offer, we grow.
From wealth management to mortgages, insurance to tax. We tune the work to each service's intent, client value, and how its buyers search.
Mortgage & Lending
Mortgage brokers · refinancing · home equity
Insurance
Life · business · health
CPA & Tax
CPAs · tax preparers · bookkeeping
Banking & Credit
Lending · credit · deposit accounts
Advisory & Planning
Financial advisors · estate · planning
Four surfaces. One system.
Every surface a prospect uses to find an advisor, broker, or CPA runs on one platform, feeds one set of data, and optimizes to the same goal: booked consultations and new clients added to the book of business.
AI Citations
Be the firm AI names when someone asks it to recommend a financial advisor, mortgage broker, or CPA nearby. Entity mapping, citation-worthy content, brand mentions.
Organic Search
Google rankings for retirement planning, mortgage rates, tax services, and insurance quotes. Technical foundation, schema at scale, content production, on-page optimization, page authority.
Local & Maps
Map-pack dominance for "financial advisor near me" and every service-plus-city search across the markets your offices serve. Google Business Profile management, locator pages, citations, NAP consistency, review velocity.
Paid Search
Google Ads. Search, Performance Max, LSAs, YouTube. Closed-loop attribution from click to booked consultations, not clicks, given the high client value and long trust cycle of a new relationship.
How we win every surface.
Six practices working together across organic, local, paid, and AI. Open one to see what we run inside it.
Built right, ranks fast.
The audit, the schema, and the speed work that decide whether Google can find, read, and trust every advisor and service page. We document it, then fix it.
33+ Site-Health Checks
100-pt Site Health Score
21 Code-Level Speed Fixes
Full Site Health Audit
We crawl your firm's site and run 33+ checks across nine weighted areas: crawlability, on-page, links, schema, security, and speed. The result is one 100-point score and a ranked, page-level list of exactly what to fix.
Schema at Scale
Organization, LocalBusiness, Service, FAQPage, and Article markup on every advisor profile and service page that matters, validated in Google's Rich Results Test, so Google shows rich results and the AI engines read your pages correctly.
Speed, Lab and Real Users
PageSpeed, Lighthouse, and your Core Web Vitals turned into roughly 21 named, code-level fixes that reference your real source, delivered as a client-ready report.
Content that ranks and gets cited.
Strategy, production, and a quality gate, all built from your own site and voice. Written to win organic, local, and the answer in ChatGPT, Gemini, and AI Overviews, and to clear FINRA and SEC advertising rules before it ships.
40+ Assets Per Month
14-pt Quality Gate Per Piece
100% Built From Your Voice
Strategy Built From You
We index your whole site and map how prospects actually search for retirement planning, mortgage rates, and tax services, with real volume and CPC from Google. From that we write one strategy per account: your personas, your pillars, your brand voice, and a do-not-say list.
Articles and Authority Content
Long-form articles plus deep, source-cited Authority Content: the format Google rewards on complex financial topics and the one ChatGPT, Gemini, and AI Overviews pull from when they answer a prospect weighing an advisor or broker.
Scored Before It Ships
Every piece runs a 14-point quality gate across seven dimensions: compliance, claims-checking, brand voice, and claims and compliance accuracy. We flag performance guarantees, missing disclosures, and testimonial rules, so nothing that breaks FINRA or SEC advertising rules reaches your live site.
Trust signals that rank and get cited.
Backlinks and brand mentions are still how Google and the AI engines decide who to trust, and in a category where trust is the whole sale, that matters. We earn them from real publishers, never link farms.
6 Dimensions Vetted
3,000+ Distribution Publishers
70+ Citation Directories
The Publisher-Vetting Engine
Before we pursue a single link, we grade each publisher on six dimensions, reading up to 50 of its own posts and classifying roughly 500 outbound links as editorial or paid. Link farms and spam never touch your firm's profile.
Bespoke Publisher Network
We scrape who actually ranks for financial advisory, mortgage, and tax terms and score every domain by how often it wins, so the links we pursue come from sites Google already trusts on your topics, capped so your profile grows naturally.
Authority Distribution
Bylined data-journalism stories distributed through partner newswires to 3,000+ publishers, including MSN, Hearst, and Newsweek, built to be cited by AI engines and read by the clients you want.
Win the map.
Google Business Profile, citations, and reviews, managed end to end. The compounding local trust that makes map-pack rankings stick, one office at a time.
Top 3 Avg Map-Pack Position
70+ Directories Kept Consistent
4.7★ Avg Client Rating Maintained
GBP Management
Every field optimized against how local prospects actually search for an advisor or broker, with categories and services validated against Google's real catalog before they publish. Scored posts on a steady cadence.
Citations and Directories
Consistent name, address, and phone across 70+ directories, data aggregators, and the voice and AI surfaces like Apple, Bing, and Dun & Bradstreet. Clean citations feed off-page authority and local rank at once.
Reviews and Per-Location Insight
Reply drafts written in your voice and tuned to the compliance line every advisor reply has to hold, so a one-star and a five-star get distinctly toned responses. Per office: who found you, who called, and the exact queries they used.
Paid search that pays back.
Google Ads, Performance Max, and Local Service Ads, read on the same board as your organic and local results. Every dollar traced to a booked consultation, not a click.
$58 Avg CPA (Healthcare)
3.4x Avg ROAS
12% Lift From CRO
Search and Performance Max
Account structure, bid strategy, and creative, with Quality Score broken to the weak component per keyword, so we fix the exact thing raising your cost per booked consultation.
Local Service Ads
Setup, verification, lead routing, and response-time tuning, so the Google-guaranteed leads searching for a financial advisor nearby actually book a consultation.
ROAS by Service Line
Every campaign is tied to a service category, so spend reads as dollars into your highest-value service, whether that is wealth management, mortgages, or tax, paced to plan. If the account drifts past 10%, the number flags before it burns the month.
Show the work. Every win, in real time.
Live dashboards, a monthly readout, and an audit trail behind every move, all first-party Google data tied to booked consultations. The opposite of a black-box report.
Nightly Data Refresh
30 Named Rivals Tracked
8 Surfaces Scored
One Live Dashboard
Organic traffic, rankings, your Google Business Profile, consultation bookings, and site health on one screen, all first-party Google data refreshed nightly, exported as one branded PDF. No logging into five tools.
Rank and AI Visibility (GEO)
Your positions tracked against up to 30 named rival firms in the cities that matter, plus whether ChatGPT, Claude, Gemini, and Perplexity name you, cite you, and speak well of you, rolled into one Share-of-Voice number.
Citations and Audit Trail
The Citations tab shows which sources the AI engines trust in financial services, so you know where to earn coverage. Every change we make is logged, closed-loop from query to booked consultation.
Three layers of intelligence
nobody else has.
We monitor every search and AI surface at the query level. We see exactly what competitors are doing on their site, off their site, and inside their company. Every win across 150+ accounts ships back into your campaign in days.
Every client gets a full competitive audit.
Your site scored against the top 5 competitors in your market across 9 SEO dimensions. See exactly where you're winning, where you're losing, and what to close first.
Domain AuthorityBacklink ProfileLocal BacklinksContent DepthContent FreshnessTechnical HealthPage SpeedSchema MarkupGBP Presence
Your site Top competitors
Re-audited regularly. Delivered to every new client.
Every surface. Every query.
We monitor every search and AI surface at the query level. Share of voice and visibility scored per company, nationally and locally.
8 surfacesSearch + AI Surfaces Monitored
4,200Local Markets Tracked
720M+Queries Per Quarter
Classical Search
Google organic, Maps, and Local pack. Top-100 ranking on every keyword tracked daily, across every market you operate in.
AI Search
ChatGPT, Claude, Gemini, and Google AI Overviews. Citations, brand mentions, and prompt-level visibility tracked monthly.
Visibility Scoring
Share of voice and visibility scored per company, per surface, in your market and nationally. Refreshed continuously.
Every win, across 150+ accounts.
Every win across the network ships into your account within the week. Same intelligence layer behind Pulse and Casa.
Each dot is an account in the network. Larger dots, more activity.
150+Accounts Feeding The Network
47 / moWins Shipped Across The Network
11Verticals Cross-Pollinating
What wins look like
Schema patterns, content angles, GBP plays, ad creatives, page structures. Every reusable play we've validated.
Cross-vertical learning
A roofing win in Texas can ship into a dental win in Boston. Alfred maps applicability across verticals.
Same-week shipping
Wins discovered Monday can ship into your campaign by Friday. No quarterly benchmark reports, no waiting.
The reporting operators open.
Every campaign, every keyword, every conversion. Unified into one dashboard. Real numbers in plain English, refreshed daily.
Organic Sessions 2,547 ↑ 9.2% vs prev period
Booked Leads 47 ↑ 23.7% vs prev period
Avg CPA $58 ↓ 12.4% better than prev
Est. Revenue $94K ↑ 18.1% vs prev period
Organic Sessions · Daily Current Previous
By Channel2,547 total
Organic Search 58% · 1,477
Paid Search 24% · 612
Local / Maps 12% · 305
Email / SMS 6% · 153
Top Pages By Conversions47 leads
/retirement-planning 18 leads
/mortgage-rates 11 leads
/tax-services 9 leads
/free-consultation 6 leads
Fed By GA4Search ConsoleGBPGoogle AdsMeta AdsHubSpotLighthouse
How DG compares. Agency. SaaS. In-house.
SEO AgencySaaS toolIn-house teamDG
Coverage Google organic. Maybe Maps.Rank tracking + AI bolt-on.Whichever surface your specialist knows.All four surfaces, one practice.
Schema Depth Basic Organization, if any.Schema templates, if you remember.Whatever dev can fit in.Entity-level schema at scale.
AI Citations Retrofitted SEO. Hope for the best.Citation tracking, no action.Newsletters and guessing.GEO built on entity mapping.
Network Your account, alone.Benchmarks. No operating motion.One head's worth of context.150+ accounts feed yours.
Reporting Monthly PDFs.Build dashboards yourself.Whatever team has time for.Live dashboards tied to bookings.
Operators. Engineers. Marketers.
When operators, engineers, and marketers independently reach the same verdict, you can trust it.
Dean Garland's expert team are pioneers in digital marketing. They turn seemingly impossible tasks into growth opportunities, backed by extraordinary leadership.
Dean Garland's technology platform is wildly innovative. I've worked with their product teams in the past and they are top notch.
Dean Garland's deep SEO and paid media know-how reshaped how we engaged clients, raising the bar with clear, plain-language guidance.
We've worked with them for years and have consistently witnessed their impressive results, particularly in SEO.
Innovation and accessibility are baked into Dean Garland's culture.
They quickly understood our needs and delivered an action plan that produced results. We'd hire them again in a heartbeat.
Is SEO dead with AI Overviews?
No, but the rules changed. AI Overviews surface citations, not just links. We optimize for both classical rankings and AI citations, treating them as one search surface.
How soon will I see results?
Technical fixes and schema push in week 1. First map-pack and ranking movement on lower-competition service terms by week 8. Compounding rankings by day 90. AI citations typically start around week 8, and consultation bookings track the rankings.
Do you handle FINRA and SEC advertising compliance?
Yes. Every page and post runs an automated compliance scan for regulatory-risk language: performance guarantees, unattributed stats, and testimonial and claims rules. Nothing about returns, rates, or AUM ships without passing it, and we never promise specific investment results.
Who owns the content, accounts, and data if I leave?
You. Always. Every page, every asset, every dashboard credential is yours from day one. We work in your accounts, not ours.
Do you work with multi-advisor firms and regional brokers?
Yes. Each office and advisor is run as its own local market, with its own Google Business Profile, citations, reviews, and service pages, all surfaced in one reporting view. When you add an advisor or open an office, we have it built, verified, and ranking before the first day.
Will this work alongside my CRM and planning tools?
Yes. We don't replace your CRM, planning, or service management stack. We sit on top of it, driving qualified consultation demand into the intake and booking flows you already run, and tracking which services those searches turn into.
Ready When You Are Built once.
Built once.
Compounds forever.
Book a strategy session. We'll show you your competitive scorecard, the new-client demand you're missing in each market, and the AI Search visibility you're sitting on but not capturing.