06/04/2026
AI is changing the way people search for and choose a financial advisor and that includes how referrals happen. If your marketing strategy hasn’t adapted yet, now is the time. In our newest blog, we’re breaking down how AI is impacting advisor referrals and what you can do today to stay visible, relevant, and referable in this new landscape.
For years, referrals have been the primary way people find financial advisors, and that is not going away. When someone is making a decision as important as who to trust with their financial future, recommendations from people they know and trust still matter.