This week’s tip is from the article “Optimizing for ChatGPT Search: A Guide for Financial Advisors” by Brent Carnduff of Advisor Rankings.

You might be optimized for Google—but not for the future.

Problem: Your Firm Might Be Missing from AI Results

More people are starting to use AI tools like ChatGPT to find financial advisors. And even if someone isn’t going directly to an AI tool, Google is now including AI-generated summaries at the top of search results. That means prospective clients may see answers created by AI before they ever scroll to the map or a list of websites. If your firm isn’t showing up in those summaries, you may be missing an opportunity to connect with new prospects.

Solution: Expand Your Presence by Optimizing for AI

Optimizing your business for AI search goes beyond traditional search engine optimization (SEO). It focuses on making sure your firm shows up in the data AI pulls from across the web. This includes:

Being listed in reputable directories that AI trusts (like CFP Board, NAPFA, and Wealthtender)
Structuring content so AI tools can easily understand what you do and who you serve
Keeping consistent, accurate information across platforms—not just on your site

Outcome: Stay Ahead as Search Keeps Changing

Optimizing for AI doesn’t just help you today—it positions your firm for how people will search tomorrow. As AI takes a bigger role in how clients find advisors, the firms that prepare now will be the ones seen, trusted, and considered first. You won’t just keep up—you’ll be ahead of the curve.

We Want Your Take! What is your firm doing—if anything—to prepare for AI-driven search? Have you thought about how tools like ChatGPT or Google’s AI summaries might affect how prospects find you? Join the conversation and share your experience at the OnNiche® Public Square!