What Wealth Advisors Need to Know About AI Search

AI is changing the way people search. But what does that actually mean for wealth management firms? On this episode of The Wealth Marketing Podcast, Rosemary Denney sits down with Zak Ali, founder of Creative Advisor, to cut through the noise around AI search. They talk about what’s real, what’s hype, and what wealth firms should actually be paying attention to — from SEO, AEO and GEO to PR, personal brands, AI-generated content and the changing way prospective clients research the firms and advisors they may ultimately work with. Zak also shares a refreshingly simple place to start: find out what ChatGPT and Google already know about you. In this episode: • What AI tools currently know about your firm — and how to find out • SEO, AEO and GEO: what actually matters • Why producing more content isn’t necessarily the answer • How PR and earned media influence AI visibility • Why advisor and employee voices are becoming more important • How to think about ROI across a long wealth management sales cycle • Where to start if your firm hasn’t done anything about AI search yet If AI search has been sitting somewhere on your firm’s “we probably need to figure this out” list, start here. Visit Wealth Matters Consulting: https://wealthmattersconsulting.com/ Connect with Rosemary Denney:   / rosemarybdenney   Connect with Zak Ali:   / zak-ali44   Learn more about Creative Advisor: https://www.creativeadvisor.com/ Subscribe to The Wealth Marketing Podcast for more conversations about marketing, growth and what’s changing across the wealth management industry.