Executive summary
What the Pack does: across each retainer cycle, the advisor moves from invisible on Quality of Advice Review reform / FAAA transition / stage 3 tax-cut SMSF queries toward being a cited name in AI search across ChatGPT, Perplexity, Google AI Overviews, and Claude — every reading carries a Wilson 90% confidence interval, replicated across check-ins so the result is stable, not a one-off. At the end of each cycle we manually review the polling logs against the standard the customer also receives.
What you do: approve 1 document at the start of the cycle (the principal-voice angle locked at kickoff). What we do: question research, competitor analysis, post drafting, distribution coordination, monitoring. The Pack ships against the 15 pre-registered queries — answered on 3 long Reddit posts and 3 long Quora answers we draft for the principal to publish, plus search-engine code (schema), FAQ pairs, Bing index registration, and a Wikipedia angle.
The advisor's AFSL-direct, fee-only, CFP-credentialed positioning is the citation-anchoring fact AI search platforms are currently asking for and not yet finding canonical answers on. The Quality of Advice Review reform window opens the slot for the next 6-9 months; first substantive content typically wins it for 2-3 years.
What's in the Pack
Drafted against 15 pre-registered queries the advisor's HNW prospects are asking ChatGPT, Perplexity, Google AI Overviews, and Claude. Locked at the cycle's kickoff; an end-of-cycle verification poll is the basis for Aoraforge's manual review against the polling logs the customer also receives.
What you get (result-focused)
- AI-credible media articles published under the advisor's brand — drafted in the principal's voice, posted under the principal's own identity on the platforms AI search treats as authoritative sources for HNW client research (Reddit, Quora, plus a Wikipedia editorial angle on Financial Advice in Australia / Quality of Advice Review where a `Citation needed` slot fits the principal's CFP, AFSL-direct, FAAA-accredited credentials).
- 15 pre-registered target queries — locked at the Day-0 kickoff call. Mix of brand-anchor (3), buyer-intent geo + credential (8), and regulatory-topical (4). The set is the same 15 queries used in the $149 Snapshot Audit sample.
- End-of-cycle verification poll + monthly strategy call — continuous polling with check-ins delivered throughout the cycle. At end of cycle Aoraforge manually reviews the polling logs. The customer receives the same polling logs.
Bonus — technical add-ons
- 3 schema.org JSON-LD blocks —
FinancialService+FAQPage+Articlemarkup, copy-paste-ready, mapped to specific pages on the advisor's domain. Lifts Google AIO citation rates by 15-25% in our case-study-tested patterns. - 8 FAQPage Q&A pairs — drafted with search-engine-friendly schema markup, mapped to the advisor's highest-intent landing pages. Each pair targets one verbatim AI quote.
- Bing Webmaster Tools + IndexNow setup — 1-hour remote pairing call to register the advisor's site with Microsoft's index (covers Google AIO carry-over).
Compliance posture
Aoraforge delivers drafts; the advisor reviews and posts under their own AFSL-licensed identity. Aoraforge does not ghost-post. The advisor is responsible for ensuring all posted content meets ASIC general-advice / personal-advice boundaries and FAAA professional standards. The Citation Pack is structured so the substance — credentials, regulatory analysis, fee-only positioning — is exactly the content an AFSL holder would publish under their own name regardless of citation engineering. Aoraforge accelerates production, not compliance.
Quality of Advice Review reform commentary is treated as regulatory analysis, not personal advice. Each Reddit thread carries the advisor's standard "this is general information, not personal advice — for your situation contact me directly" disclaimer in the principal's own voice.
Verification methodology
Continuous polling across ChatGPT, Perplexity, Google AI Overviews, and Claude (via Brave) with the polling logs delivered to the customer throughout the cycle. At end of cycle Aoraforge manually reviews the logs against the 15 pre-registered queries locked at the cycle's kickoff.
What we don't promise: a specific position rank, click-through rate, lead generation outcome, citation count, or revenue impact.
The four check-in cadence lets us distinguish "the work landed" from "the index hadn't crawled yet" — see the four-checkin trajectory methodology essay.
Run a Free Diagnostic on your firm first
The Citation Pack is coming soon. In the meantime, run the Free Diagnostic on your own firm and your top 5 buyer-intent queries. You'll see exactly where you stand on a Wilson 90% CI basis — same methodology, same AI search engines, no commitment.
Email [email protected] with this sample attached if you want to discuss an engagement specifically.