How Financial Advisors Get Found in AI Search (Ep. 68)
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Deezer When a prospect asks ChatGPT or Claude which advisor they should hire, does your firm come up?
Google sends fewer clicks now that AI answers questions directly, but the leads that do come through AI tend to show up ready to talk.
Today, Brent Carnduff, President of Advisor Rankings and Head of SEO at WealthReach, returns to the podcast to share how AI picks which advisors to recommend and how search has changed since his last time on the show.
Listen in to learn how to set up your content so AI can read it, as well as what to do when AI confuses your firm with another.
Brent also explains his CRED framework and what you can do to create more visibility and pull in stronger leads.
Brent shares:
- Why AI leads are often better than Google leads.
- Which types of content still bring in prospects (now that AI answers most questions directly).
- What to do when AI mixes up your firm with someone else.
- Where FAQs belong on your website.
- How long your content needs to be for AI and what to do when posting videos.
- Brent's CRED framework and how to use it.
Resources:
- (Ep. 8) A Financial Advisor's Guide to SEO Success with Brent Carnduff
- (Ep. 66) Why the Fastest Growing RIAs Rely on Referrals the Least with Michael Kitces
Connect with Brent Carnduff:
Connect with Kristin Harad: