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

Expert assistance
Expert assistance

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

On-page optimizations
On-page optimizations

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

Online listings
Online listings

Expand awareness with listings on relevant search engines and directories

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

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

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.”

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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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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Roberto
Roberto Customer / Emerald Gardens

“B12 was able to give us the flexibility we needed to play around with website elements while guiding us in our first attempt at building a 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!”

Willie
Willie Customer / Urlife Now Fitness

“I like that someone is monitoring my website every month and making suggestions for how to improve it.”

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.”

Megan
Megan Customer success at B12

“The website editor rocks! It makes it easy to add new items while keeping the same theme and structure I set when I created the site, no reformatting needed. It's fool proof and provides everything needed to create a seamless, gorgeous website. I actually use B12 for my own website!”

Joseph
Joseph Customer / Founder Collective

“It was such a pleasure to work with B12. Their technology made the web design process easy and the B12 team helped us launch a website we love! We're proud to be an investor and a client.”

Megan
Megan Customer / Body Wise

“I love using the B12 website editor, which provides the ease of updating my website myself. With an intuitive editing platform, I didn’t need any guidance on making website updates. I made changes to my photos, copy, and text color — and I can do it whenever I want.”

Debra
Debra Customer / A New View of Food

“B12 has positively impacted my business with its wide variety of integrations, such as the bookings integration! I’ve been getting more emails from potential customers who are able to book online and schedule consultations with me easily. I’m not tech savvy, so if you’re like me, having a company like B12 to work with is incredibly helpful.”

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Rick
Rick Customer / Rick Finbow Enterprises, LLC

“I think it's great that B12 is watching out for me. I'm reminded to update my website and I get ideas. I like that I'm not in it alone.”

Freddie
Freddie Customer / Suffolk Equity Partners

“B12 is amazing! You get a high-quality design for the price of DIY. It's really remarkable.”

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.”

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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