Day Two Opening Remarks & The New Search: How AI Picks the Financial Advisors Clients See First

If someone asks ChatGPT or other AI tools for the best advisor in your city, would it mention you?

In this opening keynote, industry marketing expert Samantha Russell reveals how AI is reshaping the way consumers discover financial professionals, and what you must do to stay visible. You'll walk away understanding the three main factors that determine how AI systems like ChatGPT and Google's SGE choose which advisors to recommend, and how to position your practice to be at the top of their list. Plus, Sam will offer a practical, hands-on checklist of the three things you must do to get your firm where it needs to be.

Top 3 Take-aways:

- How to Get Your Name Into AI Results: Understand how AI systems like ChatGPT and Google's SGE choose which advisors to recommend—and how to position your practice to be at the top of their list.

- The Power of Reviews and Authority: Learn exactly what kinds of reviews boost your visibility, and how media mentions, podcasts, and expert quotes signal trust and expertise to AI engines.

 - Exactly how to Create and Structure Content for AI Search: Discover how to structure your website and blog content using natural language, Q&As, and schema markup so AI can understand who you help and match you to specific client questions.