Consumers are already using AI to find financial advisers and planners, but is your marketing ready?

This week, we’re launching a new free tool to tell you the answer.

As we explained last week, potential clients are already using LLMs (Large Language Models) instead of traditional Google searches to decide which financial adviser or planner to use.

Some will use the LLM to research an adviser or planner they’ve been recommended to, while others will ask it for a recommendation.

To ensure the LLMs recommend your business, your marketing needs to tick some key boxes.

This new, free scorecard, will show how many you’re already ticking and those that need some work.

Click here to take the scorecard now.

Once you’ve finished, it’s time to build a plan and take action. If you don’t, others will, and you’ll be left behind.

We want your feedback

The scorecard is new, and like anything that’s just off the production line, can be improved.

We’d love for you to email phil@theyardstickagency.co.uk with your comments and feedback.

We’re here to help

If your to-do list is already full, but the scorecard gives you a long list of extra jobs, we’re here to help.

Simply email the results to abi@theyardstickagency.co.uk and she’ll get in touch to arrange a call to explain how we can lighten the load for you.