『AI, Algorithms & Advisor Success: How Wealthtender Wins in the Age of AI Search』のカバーアート

AI, Algorithms & Advisor Success: How Wealthtender Wins in the Age of AI Search

AI, Algorithms & Advisor Success: How Wealthtender Wins in the Age of AI Search

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In this Only Human episode, Yohance Harrison talks with Brian Thorp, founder of Wealthtender, about financial advisor reviews, SEO, AI, and the future of advisor tech. Brian shares how Wealthtender helps advisors collect compliant client reviews, improve visibility in Google and AI search tools, and streamline prospect journeys. They also dig into automation with Claude and Zapier, the role of domain authority, and which advisor software may survive the AI shift. The episode closes with a fun “marry, divorce, date” tech segment and practical ideas advisors can use right away to stay visible, efficient, and human.

Linkedin-https://www.linkedin.com/in/briancthorp/

Website- https://wealthtender.com/

https://wealthtender.com/advisors/marketing/how-financial-advisors-appear-in-chatgpt-ai-search/


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