🔍 Why Your Next Best Client May Never Call You First — And What To Do About It

In this episode of Money Matters, I sit down with Brian Thorp, founder and CEO of Wealthtender, to unpack a radical shift in how clients find financial advisors. AI tools like ChatGPT and Google’s AI Overviews are now mediating the first impression—before clients ever visit your website or pick up the phone.

We discuss:

• The “Visibility Crisis” facing independent advisors

• How AI tools prioritize structured data and schema

• Why testimonials and reviews are your new secret weapon

• The power of AI-Optimized FAQs for advisor discovery

• Practical ways to stay human-first in an AI-led search world

Whether you're a financial advisor trying to stay ahead of digital trends or just curious about how AI is changing professional services, this episode is a must-listen.

🎯 Want early access to my upcoming book Digital Kaizen for Financial Advisors? 👉 Grab your spot on the list here: https://digital-kaizen-book.kit.com

#AIforAdvisors #FinancialPlanning #Wealthtender #AdvisorMarketing #ChatGPT #DigitalKaizen