""When you ask ChatGPT, you tell it everything," she said. "You tell it what you're going through. You tell it your hopes, your dreams, your fears, everything that's going on, and then it validates it for you.""
""When I have done so many of these searches, the two things I always ask are, 'Why did you give me the list of businesses that you did?' and, 'Why didn't you include X business?'" she said. "It will tell you what you need to do to be listed in this situation.""
""The future is about reviews and social proof and what real people are saying about your business," she said. "If you do not have a plan to get reviews, you need one, "
SEO gained importance for financial advisors during the 2020 pandemic as prospects spent more time online. Google introduced AI Overviews in May 2024, making 'no-click' search common and reducing the benefit of ranking at the top of search results. Prospects increasingly rely on chatbots and AI summaries that provide personalized answers and validate users’ concerns. Advisors must test AI tools to confirm their firms appear in summarized responses, ask why a firm was included or excluded, and implement the actions suggested. Large language models give strong weight to online reviews and social proof, so review acquisition is now essential.
Read at Financial Planning
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