Your AEO Assessment: creativeplanning.com

Overall AEO Maturity score: 2 out of 5

Your top 3 priorities

Here's where creativeplanning.com can make the fastest gains in AEO visibility, accuracy, and traffic. If you only did three things, do these:

  • Fix broken links on key pages: your homepage, about, and services pages have a broken link rate just above the 10% threshold. Resolving a handful of broken links will immediately unlock technical l...

  • Close key question gaps: your content addresses 36% of likely prospect questions, just shy of the 40% target. Prioritize creating content around high-intent questions prospects ask when evaluating ...

  • Expand authoritative industry coverage: you're currently mentioned on 25% of relevant authoritative sources. Target niche financial publications, analyst reports, and partner ecosystems to build to...

AI visibility snapshot

Creative Planning appears in roughly half of the assessed responses, primarily as a cited source or reference link rather than a featured recommendation. When mentioned, the brand is portrayed positively and with reasonable accuracy, often positioned as an authoritative voice on tax planning, estate planning, and high-net-worth management. However, message pull-through is consistently weak — mentions rarely convey Creative Planning's core value proposition of fiduciary, comprehensive, in-house wealth management and family office services. The brand is notably absent from several highly relevant responses about family office services and comprehensive wealth management, representing significant missed visibility opportunities.
11.19
%
Mention rate
17.91
%
Citation rate
85.45
%
Share of voice
58
%
Sentiment
66
%
Accuracy
17
%
Message pull-through

Top competitors mentioned alongside you

What your AEO Assessment covers

Your personalized AEO assessment measures how well creativeplanning.com is positioned for AI-driven discovery. It evaluates your site’s performance across four key categories—Content, Technical, Authority, and Measurement—to show how effectively AI systems can understand, cite, and recommend your brand.

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Content

Content: Build the source AI trusts

We evaluated how your content performs across freshness, structure, depth, and clarity to see how well it helps AI understand what you do and why you matter.

Content Category Score

Creative Planning has a well-organized content foundation with excellent freshness (97% updated within 12 months) and strong FAQ coverage across all pages. You're close to Level 3—expanding content depth and closing a few question gaps will unlock the next tier of AI visibility.

Close key question gaps

Your content addresses 36% of likely prospect questions, just shy of the 40% target. Prioritize creating content around high-intent questions prospects ask when evaluating financial planning services.

Pages to fix (highest priority first)

Deepen long-form content pages

Articles and guides currently average around 585 words. Expanding key pieces to 800+ words gives AI models richer, more citable material—focus on comprehensive topic coverage rather than adding mor...

Pages to fix (highest priority first)

Simplify language for clarity

Your content's Flesch Reading Ease score is 32, which signals dense prose. Using shorter sentences, active voice, and plainer language in non-technical passages will help AI engines extract and sur...

Pages to fix (highest priority first)

Question Coverage Percentage

Coverage of the 100 most likely questions your target audience will ask related to the topics visible on your site.

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Technical

Technical: Structure wins

We evaluated how well your site uses schema, other metadata, accessibility, and speed, and more to help LLMs understand the structure and meaning of your content and establish one part of your authority in AI-driven search.

Technical Category Score

Creative Planning has strong SEO fundamentals in place — excellent schema coverage, near-complete metadata, and solid heading structure. A small broken link issue on key pages is the one gate standing between you and the next level. Fixing it unlocks Level 2.

Fix broken links on key pages

Your key pages (homepage, about, services) have a broken link rate just above the 10% threshold. Resolving a handful of broken links will clear this gate and unlock Level 2.

Pages to fix (highest priority first)

Expand JSON-LD schema strategically

Your site already has excellent schema coverage at 100%. To get ahead, ensure you're using the most relevant schema types (FAQ, Service, Organization) and validate them with Google's Rich Results T...

Pages to fix (highest priority first)

Validate all schema markup

With schema present across your site, the next step is ensuring it all passes validation — fix any syntax errors, missing required properties, or type mismatches using Google's Structured Data Test...

Pages to fix (highest priority first)

Schema Coverage Percentage

Share of pages with schema.org metadata for improved LLM and search engine understanding.

Learn about generating schema in Webflow

Authority

Authority: Earn trust, everywhere

We evaluated how your site establishes authority by looking at how and how frequently others talk about you, the associated sentiment, and more.

Authority Category Score

Creative Planning has earned Recognized Authority status with strong foundational signals. Sentiment across authoritative sources is just below the next threshold, and expanding coverage across industry publications will unlock the next level of AI-driven visibility.

Boost brand sentiment slightly

At 58% positive sentiment, you're just shy of the 60% target. Prioritize proactive customer success stories, respond constructively to public feedback, and highlight service improvements to close t...

Pages to fix (highest priority first)

Expand authoritative industry coverage

Currently mentioned on 25% of relevant authoritative sources. Target niche financial publications, analyst reports, partner ecosystems, and academic citations to build toward the 40% threshold need...

Pages to fix (highest priority first)

Invest in customer advocacy

Publish detailed case studies with measurable outcomes and engage proactively in industry forums. A consistent track record of client advocacy will strengthen sentiment toward the 62% target for Le...

Pages to fix (highest priority first)

Authority Coverage Percentage

Percent of top 50 industry sites that mention you.

Build pages that command authority

Measurement

Measurement: From rankings to representation

This score reflects how well you monitor your visibility across AI systems; from tracking brand mentions and citations to understanding sentiment and share of voice.

Measurement Category Score

Creative Planning has a robust analytics foundation with 16 tools including GA4, Adobe Analytics, Semrush, and Ahrefs covering 100% of pages. The next opportunity is layering competitive AEO measurement and real-time AI visibility tracking onto this strong infrastructure.

Track competitive AEO metrics

If not already in place (we cannot always tell from the outside), begin measuring share of voice in LLM responses versus competitors, accuracy of AI-generated brand descriptions, and conversion rat...

Pages to fix (highest priority first)

Build real-time AEO dashboards

If not already in place (we cannot always tell from the outside), implement automated dashboards tracking LLM mentions, AI traffic, and citation rates in real time, with alert systems for significa...

Pages to fix (highest priority first)

Review full assessment details

Consult the detailed gate-level results in your assessment report to identify additional areas where your already-strong measurement infrastructure can be further optimized for AI visibility.

Pages to fix (highest priority first)

Measurement Coverage

Presence of externally visible signs on your website that you are using measurement tools.

Measure LLM-traffic with Webflow Analyze