Skill packs
Local financial services skill pack
CPAs, tax prep, financial advisors, insurance agents, mortgage brokers, Medicare specialists. Financial-services SEO operates within FINRA, SEC, state insurance commissioner, and IRS Circular 230 advertising rules. The pack handles compliance framing automatically.
Page archetypes
| Archetype | What it's for |
|---|---|
| Homepage | Main firm landing. Practice areas, advisor intro, scheduling. |
| Service area | One practice area — tax prep, wealth management, life insurance. |
| Niche specialist | Specific client niche — "tax prep for freelancers", "Medicare planning for state employees". |
| Advisor bio | One advisor or professional. Credentials, designations, team. |
| Fee / pricing | Where regulations allow disclosure (less common in wealth, more common in tax/insurance). |
| Tax resolution | IRS representation, back taxes, audit defense. |
| Medicare planning | Highly regulated; specific compliance language required. |
| Mortgage / loan program | Loan products with rate-disclosure framing. |
| Educational | Top-of-funnel — "Should I file my own taxes", "When to refinance". |
| Location | Service in a specific city. |
What this pack emphasizes
- Credentials and designations — CPA, EA, CFP®, ChFC, AIF®, RIA, NMLS#
- Fiduciary framing where applicable — fee-only, fiduciary obligation
- Disclaimers automatically — "for informational purposes, consult a professional for advice specific to your situation"
- Trust-building over sales — financial-services buying is consultative
- Schema:
FinancialService,AccountingService,InsuranceAgency
Regulatory compliance is your responsibility
The pack avoids common compliance pitfalls — outcome guarantees, specific return predictions, "free" Medicare claims, "guaranteed approval" mortgage language. State insurance commissioners and FINRA each have additional rules; review every draft against your specific compliance framework before publishing.
What this pack avoids
- Specific return predictions ("you'll save $X in taxes")
- Outcome guarantees ("guaranteed Medicare approval")
- "Free" Medicare language (regulated)
- Past-performance claims without "past performance does not guarantee future results"
- Comparing to specific named competitors
FAQ patterns
- "How are your fees structured?"
- "What's your minimum account size?"
- "Do you offer free consultations?"
- "What licenses and designations do your advisors hold?"
- "How often will we meet?"