In this episode of the Focused on the Future podcast, hosted by Suzanne Siracuse for Wealth Management, FMG Chief Marketing and Experience Officer Susan Theder and Chief Evangelist Samantha Russell break down how advisors can adapt their marketing for AI-powered search.
The conversation covers practical steps – including testimonials, FAQ content, podcasts, and third-party endorsements – that improve an advisor’s standing in AI-generated recommendations. Theder and Russell also discuss how AI tools are shifting advisor workflows, improving client communication, and creating more room for the kind of human connection that technology cannot replace.
