Brent Carnduff

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

Before someone ever lands on your website, a decision has already been made. Search engines and AI-driven platforms are evaluating which content to surface, which sources to trust, and which perspectives to include. One of the key questions behind that evaluation is simple: who is behind this information? That same question shows up again once

Search engines still look for signals of relevance and authority. The difference now is that they emphasize a wider set of signals. It’s no longer just about keywords and backlinks. AI-driven platforms increasingly evaluate the full picture: content that shows real expertise, reputation signals they can verify, and consistent information across the web that confirms

You may have seen the recent Wall Street Journal article highlighting how some marketing firms are increasingly showing up in AI-generated responses, particularly in tools like ChatGPT and Google’s Gemini. One firm, First Page Sage, was specifically named as appearing frequently when users ask for recommendations about SEO or digital marketing. The article identified First