Getting Found by AI: The New Organic Growth Engine for Advisors

Wednesday, October 21, 2026
9:00 am - 9:35 am

Prospects no longer start with Google. They start with ChatGPT, Perplexity, Gemini, and Claude, and the answers they get shape who they ever consider hiring. For advisors and firms of every size, this is a quiet but fundamental shift in how new clients find you, vet you, and decide whether you make the short list.

This session unpacks what's actually changing, why traditional SEO and website tactics fall short, and what advisors and marketing leaders need to do now to show up in AI-generated answers. We'll cover how AI engines decide who to cite, what your digital footprint needs to look like, and the specific steps independent advisors and enterprise marketing teams can take to stay visible as the front door to advice quietly changes.