Thursday, May 7th at 10am PT  |  1 pm ET

Your website now has two target audiences. Most financial advisors are still building for only one.

Prospects aren't just Googling financial advisors anymore. They're asking ChatGPT, Claude, and Gemini — and getting just a few recommendations back. The advisors that AI tools surface aren't necessarily the best. They're the ones with the right digital signals.

That means your website needs to work for two completely different audiences at the same time.

🤖  The robots first: AI tools scan your entire digital presence and decide whether to recommend you before any human ever sees your site.

👤  The humans second: Once a prospect lands on your page, you have seconds to show them you understand their situation and are worth a call.

In this free live workshop, we'll look at real advisor websites and show you exactly what both audiences need to see — and what's getting in the way.

In 45 minutes, you'll know exactly what to do.

• The exact signals AI tools use right now to decide which advisors get surfaced — and which get ignored completely

• What your website needs to convert prospects once they actually arrive

• A short, prioritized list of updates you can make to your site this very week.

• Real examples from other advisors you can model across your website, content and profiles