Jan '25 • AI & Tech 🤖
If your financial advice business is the answer, what's the question?
How clients find you - your expertise, your services, your brand is evolving rapidly. It’s no longer just about search. It’s about conversation.
The way people discover solutions is shifting thanks to conversational AI tools like ChatGPT, Gemini and Claude. Instead of searching Google for (say) “financial adviser near me”, people now use much more natural language like “I’ve inherited money - what’s the best way to secure my family’s future?”
This isn’t just a tweak to how people search. It’s a fundamental change in how problems are solved online.
So what does this mean for you?
Whether you’re a business owner, a personal brand or a financial adviser, the question is no longer:
“How do I rank on Google?”
It’s:
“What do people need to ask for me or my business to appear in their LLM’s [ChatGPT etc] response?”
What's more, prospects are no longer just landing on your website to read what you have laid out for them. Increasingly, they’ll want to talk with it.
And this is where an AI-powered version of you - something far beyond a typical chatbot - comes into its own.
Imagine visitors interacting with an AI clone of you, engaging in your tone and style, answering their questions and building trust from the very first conversation.
This isn’t about replacing you - it’s about amplifying your ability to connect with potential clients and show your expertise, 24/7.
The big shift for advisers:
To stay visible and relevant in this new landscape, advisers need to:
- Think conversationally: Frame your expertise on your website in the natural language clients use when describing their problems.
- Reimagine your messaging: Align your value with the real-world questions your audience is asking.
- Meet clients where they are: Ensure your digital presence - including your website and AI clone - positions you as the answer to their needs.
Be part of the future
On 1st February, we’re re-opening the waiting list for Adviser AI Clones - a cutting-edge way to engage with clients conversationally, on your website and beyond.
If you’d like to discuss how this approach could work for your business, request a call today for a personal demonstration.
Don’t get left behind in this AI-powered era of discovery - make sure you’re the answer.
Either send me a DM or add "Yes" in the comments.
0
2 comments
If your financial advice business is the answer, what's the question?
skool.com/adviser-growth-community
For IFAs, financial advisers & financial planners exploring new marketing ideas, new models, new income streams and how AI fits into their business
Powered by