As advisers are zigging to AI, how do you zag?

'Be visible. Be local. Be helpful before you’re needed'

clock • 4 min read

As AI impacts how clients find financial advice, firms can competitively market their services by leveraging a quality AI can’t, physical presence, writes Harry Webster

In a recent article by Sahar Nazir here on Professional Adviser, there's a quietly unsettling undertone worth exploring: what happens to financial advisers when future clients increasingly turn to artifical intelligence (AI) to find them? This isn't a hypothetical: it's already happening. Google is already integrating generative AI into its search results, and platforms like ChatGPT are being used by consumers to gather financial information. That shift may seem incremental, but it could have profound consequences, especially for smaller firms. Because if the average consumer starts a...

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