The Planning Group
theplanninggroup.ca
URGENT: 77 points of AI visibility and representation risk remain
Analyzed by DeepSeekThe Planning Group appears to be a Canadian financial planning firm offering services like retirement, investment, and estate planning. Its AI visibility is modest within the Canadian financial advice market—recognizable as a planning entity but lacking distinctiveness and depth in training data. To better serve users seeking local financial planners, the brand needs stronger content signals and clearer differentiation from larger competitors.
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AI Search Audit available after your free scan
Gemini
ChatGPT
Claude
Grok
CopilotAI is sending your customers to these brands
When people ask AI about your category, it recommends these competitors - some instead of The Planning Group, some alongside it. This is your competitive gap in AI search.
A dominant Canadian financial planning network with extensive online resources and strong brand recognition, often surfaced by AI for comprehensive wealth management queries.
A major Canadian insurer and financial services firm with a vast digital footprint; AI frequently recommends it for retirement and insurance planning.
Well-known advisory firm with numerous local offices and high content coverage, making it a common AI suggestion for personalized financial advice.
A top Canadian financial services brand with extensive product information and educational content, frequently cited by AI for investment and insurance topics.
Canada's largest bank offers integrated financial planning services; AI often includes it due to high trust signals and comprehensive digital content.
Why this matters
Every time a potential customer asks AI about your category, these brands have a seat at the table. The Planning Group may not. With Akii, you can close this gap and become the brand AI recommends first.
AI Search Optimization Opportunities for The Planning Group
We analyzed your AI visibility and found specific issues - and the exact Akii tools that solve them
Brand Recognition
Issues Found:
Increase brand distinctiveness through consistent NAP citations, directory listings, and backlinks from Canadian financial media.
⚠️ Why This Is Urgent:
Without clear recognition, AI cannot reliably surface the brand when users search for local or specific planning services.
Every day without fixing this costs you potential customers and brand visibility.
How Akii Solves This:
Managed AI Search Visibility Diagnostic
Map where AI engines recognize or ignore the company
- Identify competitor displacement patterns
- Review source and citation gaps
- Prioritize fixes by revenue relevance
AI Search Audit available after your free scan
Brand Positioning
Issues Found:
Clearly articulate target audiences, planning philosophies, and unique differentiators across on-site content and third-party profiles.
⚠️ Why This Is Urgent:
Deeper comprehension allows AI to recommend the brand for specific needs (e.g., 'fee-only planner in Ontario for small business owners').
Every day without fixing this costs you potential customers and brand visibility.
How Akii Solves This:
Managed AI Search Visibility Technical Review
Review crawlability, schema, and entity signals
- Find technical blockers that weaken AI understanding
- Prioritize fixes your web team can ship
- Align technical work with Managed AI Search Visibility priorities
AI Search Audit available after your free scan
Content Gaps in AI Training Data
Issues Found:
Publish a consistent stream of high-quality, keyword-optimized content that addresses Canadian financial planning topics.
⚠️ Why This Is Urgent:
Content volume and quality directly influence how often and how accurately AI can reference the brand when answering relevant queries.
Every day without fixing this costs you potential customers and brand visibility.
How Akii Solves This:
Managed AI Search Visibility Competitor Review
Identify competitors AI engines cite and recommend
- Map why they win specific buyer prompts
- Identify answer-layer gaps to close
- Prioritize displacement opportunities
AI Search Audit available after your free scan
Brand Sentiment
Issues Found:
Actively solicit and manage online reviews on platforms like Google Business Profile and niche Canadian financial advisor review sites.
⚠️ Why This Is Urgent:
Positive sentiment signals (reviews, testimonials, awards) build trust, making AI more likely to recommend the brand over competitors.
Every day without fixing this costs you potential customers and brand visibility.
How Akii Solves This:
Managed AI Search Visibility Execution Review
Review the execution required across AI engines
- Scope content, citation, source, and schema work
- Coordinate human strategy and QA
- Measure answer-layer movement over time
AI Search Audit available after your free scan
Your Complete AI Search Optimization Journey
You've completed Step 0: Free Baseline Scan
Here's your personalized roadmap to AI search dominance:
Get Your Baseline Analysis
Track your AI visibility across 7+ models with comprehensive 7-dimension analysis
Based on your scan:
- Priority: Track recognition improvements
- Priority: Monitor understanding metrics
- Priority: Measure content impact
- Priority: Track sentiment changes
AI Search Audit available
Benchmark Against Competitors
Discover hidden competitors and analyze their AI visibility strategies
Based on your scan:
- Priority: Identify recognition leaders
- Priority: Analyze content strategies
AI Search Audit available
Optimize Technical Foundation
Fix technical issues and optimize your website for AI discoverability
Based on your scan:
- Priority: Fix technical blockers
- Priority: Optimize content structure
AI Search Audit available
Actively Train AI Models
Engage AI models with authentic brand interactions to improve recommendations
Based on your scan:
- Priority: Improve sentiment signals
- Priority: Increase brand mentions
AI Search Audit available
Pro Tip
Following this order maximizes ROI and ensures sustained AI visibility growth. Each step builds on the previous one to create a comprehensive optimization strategy.
Unlock Paid Intelligence for The Planning Group
Based on your scan, here's what a AI Search Audit can investigate:
Managed AI Search Visibility Gap Review
Your scan analyzed the baseline. A AI Search Audit investigates the execution gaps behind it:
- Technical and source coverage factors
- Topic, market, and UAE relevance
- Priority-ranked fixes for the answer layer
Competitive & Source Gap Review
Your Score: 23/100 • Verified peer benchmark scoped during audit
- Score gap to review: 77 points
- See which 3-5 competitors outrank you
- Exactly what they are doing differently
- Step-by-step plan to close the gap
Founder-Led Prioritization
Turn scan output into a scoped plan:
- Executive summary for leadership
- Technical details for your web team
- Content and citation gaps for marketing
- Human QA before execution is recommended
No checkout links. Scope is reviewed with Josef before an engagement starts.
Bring your website, category, and the competitors you keep seeing in AI answers.
Turn Your Score Into AI Search Optimization & Reputation Defense
The free score is the baseline. The audit shows what AI engines say, which sources drive it, and which technical or trust-signal fixes matter first.
AI Characterization
See how AI engines describe your brand to buyers, including weak context, outdated claims, and trust gaps.
Source Attribution
Trace which reviews, articles, directories, profiles, and citations shape the answer layer.
Trust-Signal Fixes
Prioritize schema, content, structured data, and citation work that helps AI systems represent the brand accurately.
Book an AI Search Audit
Bring your score, website, and the competitors you keep seeing in AI answers.
Akii will review visibility gaps, reputation signals, and the fixes that should move first.
Frequently Asked Questions
Everything you need to know about AI visibility optimization
Still have questions?
Book an AI Search Audit and see what the gaps mean for your category
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Show others how The Planning Group performs in AI search
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The Planning Group AI Visibility Score: 23/100 (Limited)
See how The Planning Group performs across major AI models like ChatGPT, Claude, and Gemini. Get your free AI Visibility Score at Akii
