
Should you panic about AI search optimization? Are your prospects really finding financial advisors through ChatGPT?
Stephen Beach and Faustin Weber discuss the rapidly evolving world of AI search and its implications for financial advisory firms.
We cover:
⏱️ Timestamps:
(0:00) Welcome & the AI search overview
(2:10) The "alligator effect" destroying traditional search traffic
(4:45) Real client data: AI search leads are increasing (but should you panic?)
(8:15) The two types of people using AI search and why it matters
(11:45) Why only 1% of people click AI search citations
(15:20) The 6-step framework for showing up in AI search results
(23:00) E-E-A-T methodology: Experience, Expertise, Authority, Trust
(31:00) Why content distribution across multiple channels is critical
(37:10) Reddit and YouTube: The secret weapons for AI citations
(41:50) Practical steps you can take today (without abandoning what works)
Before you restructure your entire marketing strategy around AI search, listen to this reality check on what's working for financial advisory firms right now.
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