The Shift in How Prospects Find Financial Advisors More investors are turning to AI tools to get answers to financial questions – often before they ever visit a website or schedule a consultation. Platforms like ChatGPT, Google Gemini, and Microsoft Copilot allow users to ask detailed, conversational questions like: “What does a financial advisor do for retirees?” “How do I choose a fiduciary advisor?” “What should I look for in a wealth management firm?” Instead of returning a list of links, these platforms generate direct, summarized answers – often pulling from multiple sources at once. For financial advisors, this represents a meaningful shift. Your website still plays a critical role, but visibility is no longer limited to where you rank