Marketing
Video Builds the Most Trust in Advisor Marketing. It Also Costs $37,170 a Client.
The Kitces 2026 study: video builds the most trust in advisor marketing at $37,170 a client. Here is the cheaper trust channel most RIAs are missing.
Marketing
Marketing strategies for financial advisors: AI visibility, digital channels, messaging, and what actually brings in qualified prospects.
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.
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
How should an RIA choose its first AI-search content topic without a huge prompt dataset?
An RIA can choose a first useful article from a real client question, source-checked answer, and distinct reader decision. A huge prompt dataset is not required.
Marketing
How can an RIA check whether its important pages are indexable?
A published RIA page is not necessarily findable. Check the exact URL for access, noindex, canonical, sitemap, internal links, and Search Console status.
Marketing
How can an RIA get clients from ChatGPT and AI search?
An RIA cannot make ChatGPT recommend it on demand. Start with verifiable firm facts, useful answers, indexable pages and a way to measure qualified inquiries.
Marketing
When does an RIA need a service page instead of another blog post?
An RIA needs a service page when it offers a specific service that a prospective client may need to evaluate before making contact. It needs a blog article when the reader is trying to understand a question, compare approaches, or learn the limits of an answer. A service page...
Marketing
How should an advisory firm correct wrong names, addresses, and services in AI answers?
When an AI answer gets your firm's name, address, or services wrong, the first job is to find the source of the mistake. A model's answer is evidence of what a user saw in one test. It is not a map of where the model learned the fact. Save the answer, check the public records...
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.
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.
Marketing
How to Generate More LinkedIn Leads Using Your Existing Network
Skip the cold pitch. How to turn your existing LinkedIn network into a steady source of real leads.
Marketing
How to Warm Up LinkedIn Prospects Before Your First Message
Warm beats cold every time. How to make your first LinkedIn message land like a familiar name.