Looking fine and working are not the same thing, especially when it comes to your website.
More prospective clients are using ChatGPT and AI powered search to find a financial advisor, and most advisor websites were not built with that in mind.
In this session, Charlie Van Derven (Founder, Social Advisors), Zoe Meggert (Founder, Perfectly Planned Content), and Derek Pollard (Founder, Constellar Creative) break down what it actually takes to build a website that ranks, reads well, and turns visitors into qualified prospects.
What you'll learn:
• How AI is changing the way consumers search for financial advisors
• The difference between writing for Google, AI search, and real people
• What separates persuasive website copy from copy that just fills space
• The most common mistakes advisors make with AI-generated content
• How design and user experience build, or quietly kill, credibility and conversion
• When AI helps, and when professional copywriting and strategy deliver a better return
• Practical changes you can make to improve your site's visibility, credibility, and lead generation
Whether you're planning a new site, refreshing an existing one, or trying to stay ahead of how AI is reshaping search, this session gives you a clear framework you can act on right away.
Featured Speakers
Charlie Van Derven, Founder, Social Advisors
Zoe Meggert, Founder, Perfectly Planned Content
Derek Pollard, Founder, Constellar Creative
Connect:
Website - https://www.social-advisors.com/
LinkedIn - https://www.linkedin.com/in/charlievanderven/
Contact - cvanderven@social-advisors.com
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