AI and SEO

AI, SEO, and the Power of an Abundance Mindset

Advisors today are being found more than they're finding clients, especially in the digital realm. In this clip, Duncan MacPherson and Kevin dive into the evolving client acquisition model, where prospective clients search online with unmet needs in mind. If your value proposition doesn't show up with clarity and precision, you may be invisible.

Kevin explains how tools like ChatGPT can reverse-engineer your ideal client profile and generate targeted keywords to inform your SEO and website strategy. But the real shift? It's in the mindset. Many advisors resist narrowing their focus out of fear they'll miss opportunities. In reality, it's the abundance mentality, and a rifle-shot approach, that creates stronger traction.

This isn't about being all things to all people. It's about being the right advisor for the right client, and helping them find you when they need you most.

This clip is an excerpt from episode 81 of the Always On with Duncan MacPherson financial advisor podcast featuring Kevin Bishopp, Vice President at First Trust . Stream it on your favorite podcast channel at one of the following links:

Apple Podcasts: paretosys.co/ao-ap
Spotify: paretosys.co/ao-sp
Other platforms: paretosys.co/ao-bb