Guides
The Insights section makes the case that this matters. These guides are the how — worked with the same scoring math and fix logic the Citewise engine runs. Each one answers a single question a firm owner actually types into an AI assistant, and each ends with something you can do this week.
Retrieval, grounding, and consensus — the four-step path from a prospect's question to the three names an assistant is willing to defend, and where a firm actually falls out of it.
The exact 12-question, four-engine audit you can run by hand in an afternoon — with a scoring rule that matches how the paid diagnostic grades you, so you know what a "C" really means.
The whole formula, no black box: mentions plus citations over the total possible, worked through a real 12-answer example — including why one competitor mention can swing a letter grade.
What an llms.txt file is, a complete copy-paste template for an advisory firm, and an honest read on how much it moves the needle today (less than vendors claim — here's why).
Which schema.org type to use for an RIA, CPA, or law firm, a validated FinancialService JSON-LD block you can paste, and the fields that actually reduce ambiguity for a retrieval system.
Where the citations actually come from — directories, review platforms, editorial lists, and community threads — ranked by how often engines lean on each, with the caveats vendors skip.
Want the research behind these? The Insights section covers the data; the methodology page documents how the diagnostic runs; and the glossary defines every term in plain English.
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