Do You Have a Who–What–Where Statement? Why Every Advisor Needs One for AI Visibility
The Search Shift Advisors Can’t Ignore AI-driven search tools like ChatGPT, Google’s AI Overview, and Perplexity are changing how prospective clients find financial advisors. It’s no longer enough to just show up in traditional search results – your firm needs to be recognized and clearly defined by AI systems. That’s where the Who–What–Where statement comes […]
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