Financial advisors, wealth management firms, and banks need structured data on every page so AI systems can surface the right advisor for the right financial question. Choose the page type below to get the exact JSON-LD block it needs.
Each page on a financial service website serves a different purpose. The JSON-LD on each page should reflect that purpose.
The main entry point. Tells AI who you are, what financial services you offer, and the areas you serve.
View blueprint →Your firm's history, regulatory memberships, and leadership credentials. Gives AI the trust signals — FINRA, CFP Board, fiduciary status — to recommend you.
View blueprint →Investment management, financial planning, tax services, and more. Maps each offering so AI can match you to specific financial queries.
View blueprint →How to reach you. Surfaces phone, email, address, and hours so AI can recommend you as reachable and available.
View blueprint →Market insights, financial education, and thought leadership. Helps AI attribute your content to the right advisor and firm.
View blueprint →Common financial questions answered clearly. Structured so AI can quote your answers directly when users ask about planning and investing.
View blueprint →Individual advisor pages with certifications like CFP and CFA. Gives AI the credentials and expertise to recommend the right person.
View blueprint →Your fee structure. Structures AUM-based, flat fee, and hourly rates so AI can answer cost questions directly.
View blueprint →Client success stories. Structures your track record so AI can assess your capabilities across financial goals.
View blueprint →Detailed financial planning narratives. Structures the challenge, strategy, and outcome so AI can cite your expertise in depth.
View blueprint →Where you advise clients. Lists states and regions you serve so AI can match you to location-based financial queries.
View blueprint →Guides, calculators, and financial tools. Structures educational content so AI can surface your resources for planning questions.
View blueprint →