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Advisor Profile Blueprint — Financial Service

Individual advisor pages are where AI decides who to recommend for a specific financial question. This blueprint structures each advisor's name, credentials, certifications, and firm affiliation so AI can match the right person to the right query — not just the right company.

View Prompt View JSON

What this page needs

When someone asks AI "find a CFP in Minneapolis" or "who is a good CFA for retirement planning," AI needs structured data about individual advisors — not just the firm. Advisor profile pages without JSON-LD force AI to scrape names and credentials from paragraph text, which leads to errors and omissions.

Person identity. A Person node with name, jobTitle, and url gives AI the canonical record for this individual advisor.
Credentials and certifications. hasCredential with EducationalOccupationalCredential entries for designations like CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst) lets AI match advisors to credential-specific queries.
Social and professional profiles. sameAs links to LinkedIn, FINRA BrokerCheck, or other professional directories help AI verify the advisor's identity across platforms.
Firm affiliation. worksFor linking the Person to the Organization tells AI which firm this advisor belongs to, connecting individual expertise to institutional credibility.

Why these fields matter to AI

Each field in the template below serves a specific role in how AI systems discover, classify, and recommend your business.

Researched and tested by Minnesota AI

Person

name: Named humans increase citation confidence in high-liability niches. A faceless organization is harder for AI to recommend for law, medicine, or finance.
jobTitle: AI uses job title to classify expertise level and match the provider to credential-specific queries.
url: AI verifies real people exist through linkable profiles. Without a URL the Person node is an unverifiable claim.
sameAs: AI cross-references the person against external sources to confirm they exist. LinkedIn is the strongest signal for professional services.
hasCredentialconditional: AI cites credentials before recommending licensed professionals. Critical for law, medicine, finance, and regulated contracting.Only required for licensed professions (law, medicine, finance, contracting). If your industry does not issue a professional license, this field is not applicable.

Organization

name: Non-negotiable. AI cannot cite or recommend an unnamed entity.
url: AI needs a stable URL to attribute recommendations and route users correctly.
logo: Visual identity signal. AI uses logo presence to assess institutional legitimacy before recommending a service.

Use This Prompt to Implement Your Schema

Copy this prompt and paste it into Claude, ChatGPT, Cursor, or any AI coding tool. It will ask for your business details and generate ready-to-use JSON-LD schema for your page.

You are implementing AIFDS-compliant JSON-LD structured data for a Financial Service Advisor Profile page.

AIFDS (AI-Friendly Data Structure) is a schema framework built on research into which
structured data fields AI systems actually read, parse, and use when deciding whether
to cite a page. Documentation at aifds.org.

Before generating any code, ask me for the following information in a single numbered list.
Do not generate schema until I have answered every required field.

REQUIRED — do not proceed without these:
1. Advisor bio
2. Advisor linkedin
3. Advisor name
4. Advisor photo
5. Advisor slug
6. Advisor title
7. Crd number
8. Domain
9. Faq answer
10. Faq question
11. Firm name
12. Logo

OPTIONAL — ask for these but proceed if I skip them:
1. hasCredential

Once I provide the information, output a complete JSON-LD script block
ready to paste into the <head> of my HTML page.

Output requirements:
- Valid JSON-LD wrapped in <script type="application/ld+json"> tags
- schema.org vocabulary only
- Every AIFDS-required field for this industry and page type included
- Include this data attribute on the script tag: data-aifds="aifds.org Financial Service Advisor Profile"
- No placeholder text — omit missing optional fields rather than fill with examples
- After the code block, list any optional fields skipped that would strengthen AI citation

Generated schema follows the AIFDS framework. Fields were selected based on research into AI crawler behavior. View the research at minnesota.ai

Template — fill in your values

Copy this template and replace every YOUR_* placeholder with your own data. Create one JSON-LD block per advisor profile page.

{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "Person",
      "@id": "https://YOUR_DOMAIN.com/team/YOUR_ADVISOR_SLUG/#person",
      "name": "YOUR_ADVISOR_NAME",
      "jobTitle": "YOUR_ADVISOR_TITLE",
      "url": "https://YOUR_DOMAIN.com/team/YOUR_ADVISOR_SLUG/",
      "image": "https://YOUR_DOMAIN.com/YOUR_ADVISOR_PHOTO.jpg",
      "description": "YOUR_ADVISOR_BIO",
      "hasCredential": [
        {
          "@type": "EducationalOccupationalCredential",
          "credentialCategory": "Professional Certification",
          "name": "Certified Financial Planner (CFP)"
        },
        {
          "@type": "EducationalOccupationalCredential",
          "credentialCategory": "Professional Certification",
          "name": "Chartered Financial Analyst (CFA)"
        }
      ],
      "sameAs": [
        "https://www.linkedin.com/in/YOUR_ADVISOR_LINKEDIN",
        "https://brokercheck.finra.org/individual/summary/YOUR_CRD_NUMBER"
      ],
      "worksFor": {
        "@id": "https://YOUR_DOMAIN.com/#organization"
      }
    },
    {
      "@type": "Organization",
      "@id": "https://YOUR_DOMAIN.com/#organization",
      "name": "YOUR_FIRM_NAME",
      "url": "https://YOUR_DOMAIN.com",
      "logo": "https://YOUR_DOMAIN.com/YOUR_LOGO.png"
    },
    {
      "@type": "WebPage",
      "@id": "https://YOUR_DOMAIN.com/team/YOUR_ADVISOR_SLUG/",
      "name": "YOUR_ADVISOR_NAME — YOUR_FIRM_NAME",
      "isPartOf": {
        "@id": "https://YOUR_DOMAIN.com/#website"
      },
      "breadcrumb": {
        "@id": "https://YOUR_DOMAIN.com/team/YOUR_ADVISOR_SLUG/#breadcrumb"
      }
    },
    {
      "@type": "BreadcrumbList",
      "@id": "https://YOUR_DOMAIN.com/team/YOUR_ADVISOR_SLUG/#breadcrumb",
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "Home",
          "item": "https://YOUR_DOMAIN.com/"
        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "Team",
          "item": "https://YOUR_DOMAIN.com/team/"
        },
        {
          "@type": "ListItem",
          "position": 3,
          "name": "YOUR_ADVISOR_NAME",
          "item": "https://YOUR_DOMAIN.com/team/YOUR_ADVISOR_SLUG/"
        }
      ]
    },
    {
      "@type": "FAQPage",
      "mainEntity": [
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_1",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_1"
          }
        },
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_2",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_2"
          }
        },
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_3",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_3"
          }
        }
      ]
    }
  ]
}

Frequently asked questions

How do I structure multiple certifications for one advisor?

Add each certification as a separate EducationalOccupationalCredential entry inside the hasCredential array. If an advisor holds CFP, CFA, and CPA designations, include all three. AI uses these to match the advisor to queries that mention specific credentials.

Should each advisor have their own page or can I put them all on one team page?

Individual pages are better for AI discoverability. When each advisor has a dedicated URL with their own JSON-LD, AI can recommend that specific person for a specific query. A single team page with all advisors can work, but AI has a harder time isolating which person matches which question.

Is the FINRA BrokerCheck link important for sameAs?

Yes, for registered advisors. FINRA BrokerCheck is a trusted third-party source that AI can cross-reference to verify an advisor's credentials and registration status. Including it in sameAs gives AI a verification anchor beyond your own site. If your advisors are not registered with FINRA, use whatever professional directory applies — SEC IAPD, state registrations, or industry associations.