Uploaded March 2026 | Updated September 2026, 2 weeks ago
AI is rewriting how advisory firms attract and convert prospects, from making firms visible in AI-driven search to helping tailor campaigns based on real client behavior. In this session, RIA growth expert John Wernz breaks down what’s truly changed in the modern marketing function, where AI unlocks real advantage, and which tools are worth adopting now. You’ll walk away with practical frameworks for structuring marketing inside your firm, using data and AI to strengthen your acquisition engine without losing sight of trust, relevance, and advisor-client connection.
AI is rewriting how advisory firms attract and convert prospects, from making firms visible in AI-driven search to helping tailor campaigns based on real client behavior. In this session, RIA growth expert John Wernz breaks down what’s truly changed in the modern marketing function, where AI unlocks real advantage, and which tools are worth adopting now. You’ll walk away with practical frameworks for structuring marketing inside your firm, using data and AI to strengthen your acquisition engine without losing sight of trust, relevance, and advisor-client connection.
