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切换到中文Someone with money to invest asks a model what to do with it, and whether paying an advisor makes sense at all. Sourso shows you how that question is being answered, and writes the pages that change the answer.
Sourso runs the questions people ask before they book a call, and records which advisors and firms get named.
Do I need a financial advisor at all?
What fee is reasonable for this?
How should I be allocating right now?
What questions should I ask an advisor?
Is this product any good?
Take these exact questions, ask ChatGPT or Doubao, and see whose name comes back. If it is not yours, that is the gap. Sign in and Sourso runs the full set for you, on every engine, while you watch.
Ask a model whether to use an advisor and it will often say you can manage alone. The case for advice is rarely written down well.
You are convincing over a table. The shortlist that decides who gets to that table is formed somewhere else entirely.
Every published sentence needs review, so most firms publish almost nothing and the answer gets written without them.
See what people are told. Runs the fee, allocation and do-I-need-an-advisor questions, and records what the models say and who they name.
Make the case in writing. Writes the fee explainers, process pages and comparisons that models quote, in your firm's voice.
Catch what would not survive review. Reads every draft for numbers and claims that will not hold up, before it reaches your compliance queue.