ChatGPT, the new AI chatbot, offers a short-term opportunity for savvy financial advisors. But it has long-term consequences for all advisors.

To get the marketing ball rolling for your niche, start with “patient zero.” This article shares how to identify and work with someone who can help drive your firm’s viral growth.

If you serve diverse groups of clients, you might find messaging that resonates with all of them by considering whether your clients are in the life-raft or sailboat category of financial planning.