Is your RIA showing up on ChatGPT (and does it matter)?

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Craft on Tap, Growth Marketing for RIAs

Craft Impact

22 episodes

4 days ago

Welcome to Craft on Tap: Growth Marketing for RIAs by Craft Impact. We're the dedicated marketing partner serving as an outsourced CMO + digital marketing team for RIAs. This pod combines industry expertise with a refreshing approach (and the occasional dad joke). Our goal is to help you avoid random "acts of marketing." Expect real advice delivered with personality. Subscribe for untapped potential! #RIAMarketing #CraftImpact

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Is your RIA showing up on ChatGPT (and does it matter)? | Ep 22

Craft on Tap, Growth Marketing for RIAs

31 minutes 37 seconds

5 days ago

Is your RIA showing up on ChatGPT (and does it matter)? | Ep 22

Showing up in AI search results is all the rage in the financial advisory community. But does it even matter???

👉The reality is more nuanced than the hype suggests.

CEO Stephen Beach and Marketing Strategist Faustin Weber cut through the chatter around AI optimization to share what IS working for financial advisory firms, based on real experiences with clients.

We cover:

Why educational blog content rarely drives traffic from ChatGPT (and what this means for your content strategy)
The difference between "grounding" and "non-grounding” in AI responses
Bottom-of-funnel optimization: where the real opportunity lies for RIAs
How to analyze ChatGPT's comparison matrices to improve your firm's positioning
The critical role of online reputation and reviews in AI search results
Why citations across multiple platforms are more valuable to AI search than website traffic

⏱️ Timestamps:

(0:00) Welcome & AI search landscape update

(2:03) Understanding grounding vs. non-grounding in LLM responses

(6:42) Why AI search isn't driving the website traffic you'd expect

(11:25) Bottom-of-funnel searches: the real AI optimization opportunity

(16:18) The importance of pricing transparency in AI comparison charts

(16:30) Online reputation as the foundation of AI search success

(21:20) Building citations and authority across the web

(24:29) Reality check: AI search in context of how affluent clients actually find advisors

(26:03) What content marketing should really accomplish in 2026

Have questions? Let us know!

Craft Impact is a growth marketing agency that helps financial advisors reach their AUM goals through strategic marketing. Subscribe to ⁠⁠⁠⁠⁠⁠Craft on Tap on YouTube ⁠⁠⁠⁠⁠⁠and learn more about our services at ⁠⁠⁠⁠⁠⁠craftimpact.com