Referral growth, referral pipelines, and what replaces referral-only growth for advisors.
Marketing
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
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.
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