Ick or click: Referrals and reputation in the AI era
Clients and prospects are researching you now.
They’re Googling, scrolling through reviews, and asking ChatGPT, Perplexity, and Claude for a background check. Your reputation is judged in a matter of minutes.
In this session, Lisa Greensill explores the new rules of ‘digital due diligence’ - how clients validate if you’re the right fit, the impact of AI search, and how to make your online presence click-worthy.
What you'll learn:
How the shift from ‘searching’ to ‘asking’ impacts financial advisers
What ChatGPT vets, cross-checks and prioritises to verify a business
Why reviews, originality, and real-world proof are the new trust currencies
The digital reputation checklist to be found, trusted, and recommended
Who should watch:
Self-employed and employed advisers, practice principals, and operations and marketing leads.