What's the single highest-priority item on this checklist?

Directly answering "do I have enough assets to need this, and how do they actually get paid" somewhere prominent — it's the actual starting point for most searches in this category.

How often should this checklist be revisited?

Quarterly at minimum — content goes stale, technical issues creep in, and competitors add new pages, so a one-time pass isn't enough.

Financial Planning & Wealth Management SEO Checklist

Quick answer

The highest-priority items for financial advisory firms: answer "do I have enough assets to need this, and how do they actually get paid" directly on the site, build out fee-structure explainer pages, and fix the industry's most common gap — vague fee disclosure, despite fee-structure transparency being one of the most-searched and most trust-critical questions in this category.

Content checklist

A page that directly answers "do I have enough assets to need this, and how do they actually get paid"
Complete, non-generic fee-structure explainer pages
Complete, non-generic life-stage guides
Complete, non-generic fiduciary explainer pages
Complete, non-generic process guides

Technical checklist

Fast page load on mobile
Clear navigation — 3 clicks or fewer to any page
Working internal links between related pages
A real, current sitemap.xml

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What not to bother with

Local-pack optimization and location pages — this isn't a location-driven category, so that effort is better spent on content depth.

The one thing to fix first

Vague fee disclosure, despite fee-structure transparency being one of the most-searched and most trust-critical questions in this category.

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