Building Trust Before the First Meeting: Practical Ways to Strengthen Your Online Presence In The AI Search Era

Long before a prospect schedules a meeting, they're researching you online. They're reading reviews, visiting your website, comparing advisors, and deciding who to contact. Or they're asking tools like ChatGPT to help them decide. The good news? Strengthening your online presence and answer-engine visibility doesn't have to require a large marketing budget. Instead, it requires a few key strategies in place, and we'll cover them all in this session. 

Join Wealthtender Founder Brian Thorp and Chief Evangelist Diana Cabrices as they share practical strategies advisors are using to build credibility online, strengthen their digital presence, and improve how they're discovered in both traditional search and AI-powered answer engines. You'll see how independent advisors are leveraging profiles, client reviews, educational content, and Answer Engine Optimization (AEO) strategies to stand out online, along with practical ideas you can implement whether you're just getting started or looking to improve your existing marketing efforts.

In this session, you'll learn how to:

• Strengthen your online presence without a large marketing budget

• Build credibility through client reviews, educational content, and advisor profiles

• Help prospective clients better understand who you serve and how you can help

• Learn how independent advisors are using Wealthtender to attract and engage prospective clients