Financial Advisor AI Search Playbook: Get Recommended by ChatGPT & Copilot
A CFO evaluating wealth management options for a company retirement plan isn’t starting with Google. Instead, they’re opening Microsoft Copilot inside the Microsoft 365 environment they use for every professional decision. They’re typing “which wealth management firm specializes in retirement planning for mid-market companies in [their city].” Then, they’re reading the AI-generated recommendation and visiting […]