AI is changing how people search. But what does that actually mean for wealth management firms?

In this episode of The Wealth Marketing Podcast, Rosemary Denney sits down with Zak Ali, founder of Creative Advisor, to separate what’s real from what’s hype when it comes to AI search.

They talk about the shift away from traditional SEO, what ChatGPT and Google actually know about your firm, and why PR, earned media and the people behind your brand are becoming increasingly important to how firms get found and build trust.

They also get into the bigger marketing questions AI hasn’t changed. How do you create content people actually want? How do you measure ROI when your sales cycle can take months or years? And where should a firm start when there’s a new AI marketing tool or tactic seemingly every week?

In this episode:

• What ChatGPT and Google know about your firm
• SEO, AEO and GEO, and what actually matters
• Why producing more content isn’t necessarily the answer
• The connection between PR, reputation and search
• Why advisor and employee voices matter
• How to think about attribution over a long sales cycle
• Where firms can start without investing in another expensive platform

You don’t need to become an AI expert to start thinking differently about search. You just need to understand how your firm shows up and where there may be opportunities to show up better.

RESOURCES

• Visit Wealth Matters Consulting
• Connect with Rosemary Denney
• Connect with Zak Ali
• Learn more about Creative Advisor