Marketing
GEO vs SEO: What Actually Changes for an Advisory Firm's Website
SEO ranks pages; GEO wins citations inside AI answers. The differences that matter for an RIA, what stays the same, and where to spend the next quarter.
AI search
Marketing
How to Get Your Firm Recommended by ChatGPT and Perplexity
Getting named inside AI answers is now a real client-acquisition channel for advisors. Here is the research-backed playbook: what ChatGPT and Perplexity actually read, and the five moves that get a firm recommended.
Marketing
A prospect fact-checked his advisor with ChatGPT in the middle of the meeting
A client pulled out his phone mid-meeting and asked ChatGPT to verify his advisor's recommendation. That is how meetings work now. The advisors who win are the ones whose advice survives instant verification.
Client Acquisition
Your first ten clients as a solo RIA: where they actually come from
A new solo RIA can test two low-cash-cost ways to reach a defined client group, track qualified conversations, and check compliance without buying leads. No channel guarantees the first 10 clients.
Marketing
AI search is eating the referral game. Here's what advisors do in the next 12 months.
One in four affluent Americans now starts their advisor search on ChatGPT or Gemini, and 96% of referred prospects research the advisor online before calling. The referral game has a new referee. Here's the 12-month playbook.