How Financial Advisors Can Use AI to Attract More Business Online

ai-blog

More than ever today, financial advisors need a strong online presence to attract and retain clients. It’s all well and good to have a business model and a brand that differentiates you from the competition, but if other advisors are more visible, appealing and engaging than you are online, then they’ll still have a competitive edge.

The good news is that by making use of some of today’s readily available, easy-to-use artificial intelligence (AI) tools, you can enhance your online presence quickly and powerfully. Using some basic AI-based resources and strategies, you can optimize your website and social media pages, more effectively attract and engage visitors, and better communicate with your existing clients. Here are four examples of how to do it:

  1. Content Upgrades and SEO Optimization

One of the hardest concepts to understand in marketing is search engine optimization (SEO). Many business owners, including financial advisors, aren’t sure how to use SEO to help themselves and their business. The fact is, by using the popular AI copy generator ChatGPT, you can make simple adjustments to your existing online content that will not only improve it but also increase traffic to your website and other online platforms through SEO optimization.

You can also use Chat GPT to easily create and add new, SEO-optimized content regularly. This is crucial because your website is your 24/7 storefront. The last thing you want is for prospective clients to visit your site and find outdated blogs and information. It’s important to make sure all the copy on your home page, service pages, bio pages, etc. is up to date at all times, and that your blog posts and other educational offerings are fresh, engaging, and focused on timely topics that are important and useful to potential clients.

AI can help you do all of this, and in a way that ensures you use the right key words and topic trends to maximize your online visibility from a digital standpoint. By analyzing trending financial topics and keyword suggestions, AI tools like ChatGPT and NLP (Natural Language Processing) can help you craft compelling blog posts, social media updates, and website copy that ranks higher on search engines than your competitors’ content.

  1. AI-Powered Video Content

In addition to written content, you can also leverage AI tools to create engaging video content, from market analysis to financial planning tips. AI-driven platforms can generate captions, summarize key points, and suggest video topics that resonate with web surfers in your target demographic, improving your online visibility among just the right people, meaning qualified prospects.

  1. Better Use of Social Media

Surveys show that one of the things financial advisors struggle with most is effectively using social media in their branding and marketing efforts. AI can be an invaluable resource when it comes to ensuring better social media use for financial advisors. First, of course, you can leverage AI to easily and consistently develop the kind of timely, compelling and useful content discussed above and use it to populate your Facebook, LinkedIn, Instagram and other pages. But beyond that, AI can also be used to schedule your posts, find and use the right hashtags, and ultimately maximize the full potential of your social media platforms to attract qualified prospects, cultivate their interest in your business and fuel their desire to work with you!

  1. Chatbots for Instant Engagement

Enhancing your online presence isn’t just about attracting new clients; it’s also about better serving your existing client base. AI can also help with this in many ways. For example, AI-powered chatbots can provide real-time responses to client inquiries, improving customer service and engagement. Whether answering frequently asked questions, booking meetings, or providing financial tips, chatbots can enhance the client experience by providing immediate support, even outside business hours.

And More…

These examples are just the beginning when it comes to the many ways in which financial advisors can use AI to increase and improve their online presence to attract more business. Beyond that, AI can increasingly be leveraged in numerous ways to improve efficiency, increase productivity and achieve more consistently positive outcomes in all areas of your business.

SIG is Leading the Way!

If you’re ready to harness the full power of AI for your financial advisory business, Sound Income Group can help! We’re leading the way when it comes to helping financial advisors maximize the full power of today’s burgeoning AI technology to grow their businesses and stay ten steps ahead of the competition!

Stay Informed about the Financial Issues that Matter Most to You

Enter you information in the form to receive our blog and periodic email updates about how recent developments in the financial markets could impact your ability to save for the retirement you’ve always envisioned.

Name(Required)

Schedule A Complimentary Consultation

Virtual Meetings Available

Carter Financial Group is a full-service financial firm dedicated to helping those in the Texas area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Carter Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Insurance products are offered through our Affiliate Sound Income Academy LLC.  Carter Financial Group and Sound Income Strategies, LLC are not associated entities. Carter Financial Group is a franchisee of Retirement Income Source®. Retirement Income Source® LLC, Sound Income Strategies LLC, and Sound Income Academy are associated entities. © 2025 Carter Financial
Newsletter
Signup for our newsletter to get updates information, news & insight.
Name(Required)

About Mandee

Mandee Carter Stearns, President of Carter Financial Group, has been working alongside her father, Dee Carter, running the day-to-day business and learning the ropes of their family business since 2017.

Mandee received her BS in Psychology in 2016 and started her career in the financial industry in 2010 when she started helping in the office. After acquiring her degree, she started working full-time in March 2017 as Dee’s business partner and main Associate Advisor helping clients navigate the intricacies of investing for retirement and overall successful financial planning.

In 2021 and 2023, she was named an Elite Producer with American Equity, amongst other accolades.

In Mandee’s spare time, she likes to go to the gym and spend time with her husband, friends, and family. She is an animal lover and rescuer. In fact, Mandee has 3 rescue dogs, a German shepherd and 2 mixed breeds that she adores! She still enjoys almost all things Psychology related and is constantly researching something. Mandee enjoys meeting new client prospects, speaking with her current clients, but most of all she loves helping people.