5 Steps To Be Recommended by ChatGPT

The way people find and choose financial advisers is shifting. Fast.

Before someone books a meeting with you, they're going to stalk you online. That hasn't changed.

What is changing is how they're doing it. Your future clients are asking ChatGPT, Claude, Gemini, and Perplexity to do the vetting for them.

And for people who don't know you exist yet?
They're asking: "Who's the best financial adviser for someone like me?"

What AI says about you and your business could determine whether your next ideal client chooses you, or someone else.


From the award-winning team that takes the bland out of financial brands.

"Brandover® is a brand and marketing consultancy for Australian financial advice businesses, wealth managers, licensees and specialist services in the advice ecosystem.

IFA Excellence Award Winner Women in Finance Award Winner Web Excellence Award Winner MAX Awards Finalist Squarespace Gold Circle Partner

What's Inside

5 steps to get AI giving you a glowing recommendation

A practical, no-fluff checklist you can action this week.

01

The AI Ask Audit

Find out the gap between how you see yourself and how AI sees you. (Spoiler: there's almost always a gap.)

02

Website Tune-Up

Your website is your source of truth. We show you exactly what AI is looking for and what's likely missing.

03

Profile Polish

AI cross-references your information across multiple platforms. Inconsistencies create confusion, and confused AI doesn't recommend.

04

Reviews That Work Harder

AI trusts what other people say about you more than what you say about yourself. We show you how to make your reviews count.

05

Build Authority

Your credibility is measured by the company you keep online. Media, podcasts, publications, YouTube. We show you where to focus.