AI-powered SEO for wealth planning

B12 SEO ensures that your target audience discovers and engages with your wealth planning website.

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AI-powered SEO for wealth planning

The most effective way to improve your wealth planning website’s search ranking

When you choose B12 SEO, experts + AI combine to optimize your site and get you more customers.

Once you’ve launched your wealth planning website, you want people to see it! B12 SEO works to list your site on the search engines and directories where prospective customers are looking for products or services like yours.

B12 SEO is powered by machines and refined by human experts, which saves you time and money without sacrificing results. The speed at which our AI performs keyword research — letting experts focus on content and design — allows B12 to offer a powerful SEO service at just $99/month.

B12 SEO’s keyword process for wealth planning websites

First, we evaluate your current search ranking and traffic to collect some baseline metrics and track the impact of our efforts.

Next, we explore which search keywords are most likely to maximize clicks to your website. To do this, our algorithms pinpoint keywords that are relevant to your business and popular enough to pursue but not so popular that it will be impossible to improve your ranking.

For example, there are popular keywords for wealth planning but that doesn’t mean they’re the best fit for your website. We’ll do the research for you!

More tools to grow your wealth planning business online

Here’s a taste of what B12 SEO can do to help your website drive traffic and generate leads.

Monthly website report
Monthly website report

Monthly metrics and recommendations guarantee that you never stop improving

Metrics tracking
Metrics tracking

Data collection on your keywords, search ranking, and traffic

Dedicated customer success
Dedicated customer success

Our customer success team members are experts in their own right and happy to help

On-page optimizations
On-page optimizations

We update your site so that it follows Google’s best practices for content

Expert assistance
Expert assistance

SEO is complicated, but you can always get in touch with a B12 expert for guidance

Online listings
Online listings

Expand awareness with listings on relevant search engines and directories

Several customizations can be added in only a few clicks so you can build a high-quality website fast.
Pro tip: The B12 website editor includes expert mode, which gives you or your web expert the ability to add extra layers of customization.

What customers & experts say

Sheila
Sheila Customer / Dr. Sheila Hughes Weight Loss & Wellness

“There's absolutely no comparison between our old website and the B12 one. Our B12 website gives us the call to actions we need and better communication tools with our patients. Since our B12 launch, we started seeing more online visitors scheduling a consultation through our website.”

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Daniel
Daniel Sales at B12

“I'm proud to work for B12 and deliver the product and service we do. Too often, individuals do not have the time or industry knowledge to build, manage, or maintain a website. In today's world, your website can be your best friend. We strive to make sure your best friend is working as best it can!”

Annabel
Annabel Customer / Evolv Ventures

“My B12 experience has been great! What I appreciate most is that I can edit the site personally whenever I want to, but I can also ask for support when there are changes that I'm not able to make myself. B12 is great blend of a DIY service and a full-service website agency.”

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Chuck
Chuck Customer / Crowdfluencer

“My B12 website looks great, I am truly satisfied with the outcome. I love the responsiveness of our new website, plus it's incredibly light and fast. The team did an incredible job with the styles and the designs really popped for me.”

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Anne
Anne Customer / Grit and Grace

“The value of the B12 website was there from the very start. I noticed more traffic coming in immediately, which is hugely important for me. Knowing that B12’s tools are constantly optimizing my website for search engines offers me peace of mind. It helps me focus on running my business instead of trying to figure out how to run a website.”

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Dan
Dan Customer / Dan Garcia Photography

“B12 bookings is truly one of the best features of my web page. My customers can always get in touch with me with this awesome tool.”

Liam
Liam Sales at B12

“B12 aims to help small business owners by saving them time to focus doing what they do best — running their business. We want to help them increase their bottom line by providing high-quality websites at a fraction of the price charged by boutique agencies and other DIFY providers.”

Kelly
Kelly Customer success at B12

“We pride ourselves on excellent customer service. I love how customer-centric we are, and the technology we use to speed up the website creation process has helped us to deliver professional sites in a shorter span of time.”

Leslie
Leslie Customer / Social Theory

“What I appreciate most about B12 is its user-friendly interface. Not only do they build websites that look modern and great, but they’re also incredibly easy to manage and update. Whenever I have information that needs changing on my website, I can do it easily on my own.”

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Jaiden
Jaiden Design expert at B12

“B12’s AI draft dramatically reduces my time traditionally spent working on content structure. As a B12 web expert, I can focus more time on creating a beautiful website and UX that fits the customer’s content and goals.”

Mandie
Mandie Design expert at B12

“I have thoroughly enjoyed working with the B12 website editor. It allows me to make pixel-perfect websites in a fraction of the time.”

Shane
Shane Customer / Spike On The Water

“The B12 website editor is so simple to use. I added a bunch of images, reworked text, linked my products, adjusted form links, and even got an animation flying around my footer. The experience with B12 has been amazing. Building a quality website is now fast and affordable.”

Andrew
Andrew Customer / Heroes Homestead

“I was always intimidated by my perceived difficulty of building a website but my experience with B12 was pretty smooth. I especially appreciate the quick response time to any requests I’ve sent the B12 team, and I also like the flexibility and ability to design the website ourselves. Since building my website, I’ve received a significant increase in the number of page views and email requests from the page.”

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Natalie
Natalie Customer / Natalie Elisha Gold

“The entire \[B12] process felt really quick and efficient. I was able to work with them and highlight certain areas that I wanted on my website. Everything that I didn’t like was changed in a matter of seconds and minutes. It was vastly different compared to the previous team that I had hired to do my website.”

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Dan
Dan Sales at B12

“Business owners are crazy busy. What's crazier is expecting a business owner to know how to design, maintain, direct traffic to, and update their own website. Thanks to our AI, they really don't have to. B12's AI-powered websites are powerful and we can't wait to get what we've built in front of people.”

Set up your wealth planning website for success!

Join the 96 wealth planning professionals who’ve reached more customers with B12 SEO.

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