Exhibit A
Financial Advisors work in San Bernardino
San Bernardino is a large inland city with a wide spread of household incomes, and the financial advice searches that come out of it reflect that spread. People here search for retirement planning, rollover help, tax planning and college savings, and they search in both English and Spanish. The firms competing for those searches range from single advisor practices and insurance licensed agents to bank branches and regional Registered Investment Advisers with offices across the Inland Empire. Paid search in this trade is expensive because a single client can be worth a lot over many years, so the paid listings at the top of the results are usually funded by the larger firms and the lead generation companies. That leaves the organic results and the AI answers as the ground where a local practice can hold its own. The demand is steady and it is local: people search by city and by neighbourhood, and they search for the specific problem they have.
