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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

FCA reveals first group of financial firms to take part in AI testing

FCA reveals first group of financial firms to take part in AI testing

To deploy ‘safe and responsible’ AI

Cristian Angeloni
clock 03 December 2025 • 1 min read
Providers have 'clear role' to help advice firms with AI governance support

Providers have 'clear role' to help advice firms with AI governance support

Less than 5% of advisers have a full AI policy

Isabel Baxter
clock 02 December 2025 • 3 min read

Fighting financial fraud requires cutting-edge tech – and more besides

'Financial fraud has come a long way since Bruce Wayne's day'

Steve Andrews
clock 28 November 2025 • 4 min read