In today's landscape, a referral is no longer the finish line. While referrals remain one of the most powerful drivers of new business, prospective clients search online, read reviews, and form opinions long before they ever schedule a meeting. On this episode of Managing your Practice, host Stephen de Man is joined by Brian Thorp, founder, CEO, and editor in chief of Wealthtender, to explore how you can show up as a trusted option wherever prospects are searching for information, including with artificial intelligence. They discuss how AI is reshaping search behavior, the SEC Marketing Rule and the opportunity it presents for advisor testimonials and reviews, and the power of building credibility within the right niche.
