For Financial Advisors

People ask AI whether an advisor
is worth the fee.

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.

What They Ask

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?

Does AI know you exist?

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.

Where This Usually Stands
01
The answer says do it yourself

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.

02
Trust is built in person, and the first step is not in person

You are convincing over a table. The shortlist that decides who gets to that table is formed somewhere else entirely.

03
Compliance slows everything to a stop

Every published sentence needs review, so most firms publish almost nothing and the answer gets written without them.

How the Team Works On It

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.

Common Questions
No, it just sets the pace. Sourso drafts and you route it through the review you already run. The fact checker exists so drafts arrive without the numbers that usually send something back.
That is worth knowing, and it is the first thing you will see. The pages that change it are the ones that explain plainly what advice covers and what it costs, which almost nobody writes.