Live Webinar
Best Practices
How Financial Advisors Can Get Found in AI Search
Wednesday, October 28, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
The way prospects find financial advisors is changing. Instead of relying solely on traditional search engines, more people are turning to AI tools like ChatGPT, Claude, and Gemini to research their options and decide who deserves a closer look.
That means your website now needs to work for two audiences: the AI engines determining which advisors to surface and the prospects deciding whether you’re the right fit.
Join Wealthbox and FMG for a live webinar exploring how advisors can adapt their digital presence for the age of AI search. We’ll break down the signals AI tools look for, practical Answer Engine Optimization (AEO) strategies, and how to create a website that gets discovered while still connecting with the people you want to reach.
That means your website now needs to work for two audiences: the AI engines determining which advisors to surface and the prospects deciding whether you’re the right fit.
Join Wealthbox and FMG for a live webinar exploring how advisors can adapt their digital presence for the age of AI search. We’ll break down the signals AI tools look for, practical Answer Engine Optimization (AEO) strategies, and how to create a website that gets discovered while still connecting with the people you want to reach.
SPEAKERS
Amy Galli
VP Product Marketing
FMG
Chris Kopanski
Head of Customer Education
Wealthbox
“FMG is thrilled to integrate with Wealthbox––a beautiful and modern CRM––to increase the impact of our advisors’ marketing efforts. CRM software is an essential tool in the modern financial advisor’s toolkit and this integration makes it easier than ever for our advisors to deliver remarkable experiences to even more clients.”
