Financial services

Get found when someone in your market is ready to decide on money, then earn enough trust to win the first meeting.

The problem

With money, people go with who they trust, and they decide who that is before they ever call. They search "[city] mortgage broker" or "[city] financial advisor," compare quotes, ask ChatGPT how a decision works, read the reviews, and look for plain-English answers to the questions they are afraid to ask out loud. The most qualified firm loses to the one they find and trust first. Most agencies and advisors know their producer pages list products but never explain why to trust them, and still cannot fix it: the work is constant, spans a dozen surfaces, and never fits a full book of business.

What Helix drives: four outcomes

Every activity ties back to one of four scores. No vanity metrics.

1. Get found on Google. Rank for the "service + city" searches a ready buyer types and the money questions they ask first ("how much life insurance do I need," "best mortgage broker in [city]," "should I roll over my 401k"). We audit the site, find the keywords you're a position or two from the top on, publish the posts that win them, and measure rank movement weekly.
2. Get found in AI answers. Be cited when someone asks ChatGPT, Claude, Perplexity, Gemini, or Google AI Overviews how a financial decision works or who to see for it. Every week we ask those tools the questions your buyers ask, see whether you're in the answer, and publish the posts that get you named.
3. Get found in conversations. Show up where buyers already ask about money: personal-finance, insurance, and mortgage subreddits, local Facebook groups, YouTube, and the review sites people read before they trust anyone with a decision. We watch everywhere people talk and reply in your voice, inside your compliance guardrails.
4. Turn found into customers. Traffic is wasted if the page doesn't earn the first meeting. We drive the right buyers there and measure whether they convert, then show you what's helping or hurting: plain-English copy on the decision, a clear path to a quote or a call, and the proof that earns it (reviews, credentials, designations, and client outcomes where compliance allows). You know exactly what to fix.

Scope: we work the places online where these four are won or lost. No logos, signage, print, or direct mail.

How it runs: three engines

• Authority Engine - blog posts, comparison pages, use cases, tutorials, newsletters. Every piece answers a real buyer question. Feeds all four outcomes.
• Social Engine - X, LinkedIn, Reddit, Facebook, Instagram, TikTok, YouTube, Snapchat, forums, plus we watch for buyers who are ready. Feeds AI answers, conversations, and conversion.
• Outreach Engine - signal-based outreach: we catch buyers the moment they tip their hand (asking for a recommendation, calling out a competitor, actively shopping) and send a personal first message about the exact thing that just happened. No templates, no blasts. Plus direct outreach to creators, partners, and journalists whose audience overlaps yours. Feeds Google, AI answers, and conversations.

You approve in ten minutes a day. We ship. A real report lands every Friday.

What gets owners excited: signal-based outreach

SEO and AI citations are a build that pays off over months. Signal-based outreach pays off now. The moment a buyer tips their hand (asks for a recommendation, calls out a competitor, or starts actively shopping) we catch it and send a personal note about that exact thing. No templates, no blasts. And it runs on the same system as your content and your rankings, so every piece feeds the next: the outreach points to the article that ranks, the article earns the AI citation, the citation earns the next mention. Any one channel is a line item. Run together, they are a growth system.

Proof

Our co-founder drove +172% recurring revenue as CEO of Blue Eye running this kind of playbook. We run Helix on our own brands first, so it grows our companies before it grows yours. Agencies charge $5K to $15K a month for one or two channels.

Pricing

Plans from $99/mo. Three self-serve plans - Starter ($99), Growth ($249), Pro ($499). Helix produces the work each week in your voice; you review and approve, then post it yourself or let Helix post for you. Human review on every plan. Coaching sessions on Growth and Pro. All four outcomes and three engines on every plan. No setup fees. Cancel anytime.

Who it's for

Owners of small and mid-size insurance agencies, mortgage brokerages, advisory firms, and financial practices whose reputation should be doing more of the selling, where buyers research before they call, and who want the whole growth surface run for them instead of hiring one channel at a time.

Not for: firms that need offline or brand-agency work (logos, print, events) or a single one-off campaign.

Next step

Book a 30-minute mapping call. We show where growth is hiding and you leave with a plan whether or not you hire us.