Dominating Google, YouTube, & AI Search: How Avier Wealth Advisors Capture Niche Clients
In an increasingly competitive financial advisory landscape, having a strong presence on Google and YouTube is essential—but what truly future-proofs your business today is also mastering relevant AI search recommendations, especially in ChatGPT.
TL;DR - the results:
Our client Avier Wealth Advisors is dominating SEO and GEO (generative engine optimization - AI search) for their target audience search terms:
ChatGPT recommends Avier as the #1 financial advisory firm for their niche
Google’s AI Overview ranks Avier as #1.
ChatGPT: Good Firms to Consider for Microsoft DCP-eligible employees financial advice - Avier Wealth Advisors is #1. 9/26/2025
Financial Advisor SEO & AI Search, YouTube Upgrades, and Video Marketing
SEO goals and business goals:
Avier team - wonderful group of people, 25 years in business advising highly compensated tech employees
Client at a Glance:
Company: Avier Wealth Advisors (an RIA)
AUM: $1 billion +
Headquarters: Bellevue, WA
Founded: 2005
Socials:
- YouTube: @AvierWealthAdvisors
- LinkedIn: Avier Wealth Advisors
- Instagram: @avieradvisors
“I don’t want to be a B+ or even an A- when it comes to marketing.”
SEO goal:
Achieve top search rankings for Google, YouTube, and AI for specific short and long tail keywords related to target searches such as:
Microsoft Deferred Compensation Plan
Microsoft DCP
Microsoft DCP Level 67
Business goal:
Grow client base by attracting more DCP-eligible Microsoft employee households.
Timeframe and marketing work done:
February 2025 to present: SEO / GEO, UnPodcast style video production, LinkedIn and Google advertising focusing on lead gen, audience growth, and brand awareness. To learn more about the UnPodcast Package, click here. video clips for social media and YT (sample playlist)
August-Sept 2025: Dedicated SEO push for Microsoft DCP search terms (a one-month sprint focusing on technical SEO (on-site) and YouTube SEO.
Background and competitor rankings:
By 2024, Avier content ranked in the top three Google SERP positions for DCP search terms, frequently #1 or #2. They already had a strong YouTube presence built over several years. With cornerstone videos, by Q4-2024 they’d achieved over 350k views for their key search terms serving tech employees at companies like Microsoft, Amazon, NVIDIA, Meta and more.
The problem: During H1-2025 we noticed that two competitors had begun displacing Avier for the top rankings on Google search results for important DCP keywords.
The solution: We helped Avier post fresh, quality content on YouTube and social media as well as strategic on-site technical SEO to regain their lead in organic search and AI search.
For Avier, partnering with Beetle Moment Marketing was the key to ensuring high rankings not only for traditional SEO but also securing the coveted #1 spot in AI search results for their niche audience.
The Challenge: Ranking for High-Value niche audience Search Terms
Avier Advisors sought to attract a highly targeted segment of tech industry professionals: Microsoft employees eligible for the Deferred Compensation Plan (DCP). These search terms, such as "Microsoft Deferred Compensation Plan," "Microsoft DCP," and "Microsoft DCP Level 67," represent a lucrative, specialized client base that Avier are deep experts at advising, with over twenty years working in the highly compensated technology employee niche.
Avier’s main value proposition: In a nutshell, the key benefit for clients is significant tax reduction through strategic deferral of salary and bonus. Avier advisors can help their clients reduce their tax bill by five or six figures a year through DCP. These figures are achievable with proper planning and expertise ahead of deferral election periods throughout the year. Avier’s DCP strategies and advice can change the financial trajectory of their clients’ lives. Deferring upwards of $50k to $100k per year in taxes is significant.
But the team estimates that thousands of Microsoft employees leave the powerful DCP benefit on the table.
While Avier had built trusted website and YouTube authority over several years, competitors had been gaining ground through fresh content and SEO optimizations. Avier needed sharp, modern strategies to maintain and reclaim position 1 on Google and, critically, to position themselves as the top recommendation in AI-driven platforms like ChatGPT.
Sample display ad from simultaneous paid media campaign
Our Approach: Marrying YouTube Content with On-Site SEO and AI SEO (GEO)
Successful SEO today isn't just about keywords—it's about coordinated content signals across platforms combined with emerging AI answer engines.
From Q3 to Q4 2025, Beetle Moment produced a comprehensive content marketing push for Avier:
YouTube video production and marketing:
Video content marketing: We produced about 30 targeted videos and clips focused on Microsoft DCP topics, reinforcing Avier’s expertise on YouTube and LinkedIn.
YouTube channel SEO using the latest algorithm updates, featuring within-playlist URL formats, keyword playlists, and ordering CTAs and links in descriptions
Website SEO:
Technical SEO: Strategic on-site SEO enhancements optimized specifically for "Microsoft Deferred Compensation Plan" keywords on key pages like Avier’s dedicated post: What is the Microsoft Deferred Compensation Plan?
Website: We added dozens of strategic internal links throughout the site using rich anchor text
DCP page and article (blog post): We added employee quotes and additional keywords as well as more internal links to show search engines the content relationship
Landing page design and CRO (conversion rate optimization) for lead magnet: white paper / downloadable guide: https://avieradvisors.com/microsoft-deferred-compensation-guide/ (we are additionally running a paid media campaign to promote this valuable guide to the target audience)
Added anchor links to this guide on several related pages
Advisor bio pages: Refresh content under “Recently Published” section to promote latest YouTube content with strategic video titles and descriptions that contain updated DCP keywords and prominent links back to the two most important DCP pages on the Avier site
Coordinated video and blog content publication to boost recency signals and engagement metrics.
YouTube SEO:
We produced Lead Advisor Lars Phillips in dozens of video clips about Microsoft employee compensation, benefits, retirement and related topics, embedded these into SEO YouTube Playlists added to the website. SEO benefits: rich media, fresh content, subject matter expertise signals, showing search engines Avier’s authority around this topic
Ahead of DCP election season, in September 2025 we strategically produced a search-friendly “People also ask” video.
This horizontal video also netted ten Shorts which extend audience reach and viewership for the overall channel and the main video
We LOVE the “people also ask” style of videos. Why? It answers the top ten related searches the audience is asking Google - it’s answers to the literal FAQ. Check out the video, where we used the “people also ask” box as an overlay that also serves as a table of contents and progress bar for the viewer:
Microsoft DCP Top FAQ: What Level 67 Employees Ask Google about Deferred Compensation
YouTube SEO: we Refined Meta Data for 35 older, search-friendly videos
Benefit: Increase searchable video titles, descriptions, and playlists. We applied the latest method of upgrades to dozens of videos’ meta data (especially the descriptions).
Example before-and-after for a video description’s search engine optimization:
Video marketing shared to social media:
LinkedIn video content
The WA Estate Tax Exemption increased in 2025: “If you live in Washington State with a net worth over $3 million and pass away, your heirs could owe a significant amount of estate tax on their inheritance…”
Instagram video content
“Here’s how you can defer 35% of your salary and reduce your tax bill by about $50,000 or more…” (post)
This multi-channel content orchestration was designed not only to rank high on Google but to win the AI SEO or “Generative Experience Optimization” (GEO) game—ensuring Avier's content would be the top human-vetted resource AI models recommend to users.
Additional marketing boosts (Paid Media - LinkedIn Ads):
We coincided these SEO efforts and video marketing with a lead gen campaign (LinkedIn Ads):
Direct Download Campaign - LinkedIn
Landing page design and CRO (conversion rate optimization): We created this landing page for their white paper: https://avieradvisors.com/microsoft-deferred-compensation-guide/
Results: Over 200 leads from target audience
Cost per lead (June-Sept 2025): 30% less than LinkedIn average
DCP whitepaper download - LinkedIn campaign
LinkedIn Direct Download campaign - white paper - top performing lead gen campaign
Results: Topping Google, YouTube, and AI Search Recommendations for Target Keywords
The results were immediate and powerful:
Avier’s content now ranks #1 or #2 on Google for highly competitive Microsoft DCP search terms, a vital win against strong competitors.
#1 on ChatGPT: AI search platforms including ChatGPT consistently recommend Avier Wealth Advisors as the top firm for Microsoft DCP-related queries from Level 67+ employees.
Organic lead generation through content marketing and SEO accounts for the majority of Avier’s new business growth, helping them hit $1B AUM this year with minimal ad spend.
AI query: Ask ChatGPT questions such as:
I need a financial advisor who specializes in Microsoft DCP. I'm a level 67 employee.
Recommend a financial advisor who is an expert at Microsoft DCP (deferred compensation plan).
Results below:
ChatGPT ranks Avier Wealth Advisors as the #1 recommended financial advisor for Microsoft DCP / Level 67
Avier’s team was happy with how the integrated YouTube and SEO strategy enhanced both traditional and AI discovery channels, solidifying Avier’s position as a leader for highly compensated tech employees in the Pacific Northwest.
Dominating Google Search: SERP for query “Microsoft DCP level 67”. Results: Google AI Overview shows Avier as the top and only result and information source, occupying all five of five positions with Avier’s content and YouTube content.
(Screenshot 9/24/2025, DuckDuckGo, logged-out from Google account, with cookies and cache cleared — this is to approximate a typical result from a new searcher; our Moz and SEMRush data confirms similar average results across browsers.)
Why AI SEO (GEO) Matters for Financial Advisors
As AI-driven search technologies reshape how prospects find financial advisors, firms that optimize for generative AI experiences will gain a decisive advantage. GEO strategies ensure your best content is surfaced as trusted answers from AI assistants, making AI SEO a critical growth lever.
By leveraging Beetle Moment’s expertise in this cutting-edge area, Avier positioned itself ahead of the curve—getting recommended by AI alongside bolstering their Google and YouTube top rankings.
Key Takeaways
Coordinated multi-format content (video + blog) with optimized on-site SEO is vital to compete in specialized financial niches.
AI SEO (GEO) is becoming essential for firms wanting to be recommended by AI search tools like ChatGPT.
Content recency and authority signals power Google rankings and AI visibility—making a sustained content strategy non-negotiable.
ROI: Organic search-driven leads can grow assets under management significantly without heavy ad spend.
Firms like Avier Wealth Advisors prove that syncing YouTube video marketing, traditional technical SEO, and AI SEO creates a powerful trifecta for digital dominance in financial services.
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Ready to future-proof your firm's search strategy and win referrals in AI-driven search? Let’s talk about how Beetle Moment Marketing can help you rank at the top of Google, YouTube, and AI search recommendations (known as GEO - generative engine optimization).
Click here to message us. Or click here put 15 minutes on the calendar.