Marketing for financial & tech brands who want to be relevant in 4yrs. đ4M views driven for RIAs, Funds & Fintech. We replace noise w/market authority.
The shift from ranking to answering:
2010 â 2023: The SEO Era
We wrote website copy and social posts to appeal to "The Algorithm." We stuffed keywords and built backlinks to climb a list of blue links. We wrote skyscraper blogs.
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When you're on an audio podcast, people can't see the micro expressions on your face. You have to bring energy and passion purely through your voice.
Vocal warmups:
đ« Do 10 push-ups: get the blood flowing
đ Do 5 tongue twisters / vocal warmups (search YouTube)
đ§ Hydrate
AI is already citing posts you could create todayâ and they donât need to be viral AT ALL.
The top 2 platforms LLMs cite might surprise youâŠ
Itâs not about followers or likes.
Clear, natural-language answers win.
Thatâs what tools like ChatGPT, Google Gemini, and Perplexity pick up. #AEO
New podcastđ
The rules changed.
Most firms haven't.
Interest Media has replaced the follow graph.
AI search is replacing trad search & referrals.
Companies who treat marketing as a strategic asset â not a line item to minimize â are capturing the trillions of capital currently in motion.
AI doesn't have a vibe check; it has a clarity check.
Eg: If you are a financial advisor, your "comprehensive wealth management" site text is invisible to a logic engine. But your specific answer to a Reddit thread? That's a lead generator.
The firms winning in wealth management arenât the loudest â theyâre the ones publishing the most useful thinking. Have a POV.
music.youtube.com/watch?v=ZUâŠ
Planning a Happy St. Patrick's Day post? Watch this first.
Lots of advisors think holiday posts add to brand visibility. They don't â it's just filler. Here's a better, more personal date-driven marketing idea from @emilybinder.
â¶ïž Before you post that Canva shamrockđ...
AI doesn't surface the most compliant firm. It surfaces the most coherent one. Generic marketing isn't just ineffective â it's now actively replaced.
#wealthmanagement#finserv
Where to begin! I focus on: optimizing for voice and conversational queries.Â
Mirror natural language.
In a nutshell, real peopleâs discussions, reviews, and user generated content is far more of a signal for AI than it was for traditional SEO.
A few things top of my mind for AEO:
1) One key shift:
From Keywords to User Intent: AI understands the meaning behind queries, moving past keyword matching to satisfying user intent, often by directly answering questions.
2)
Pages that arenât updated at least quarterly are 3x more likely to lose AI citations. Freshness isnât optional. Old content falls off and usually doesnât come back.
3) Only ~30% of brands show up consistently across AI answers. Thereâs no real âpage oneâ. You drift in and out.
4) About 60% of AI Overview citations come from pages that donât rank top 20 in Google SERP. If your plan is ârank higher,â youâre missing where a lot of discovery actually happens.
5) ~ 85% of brand mentions come from third-party sites. Reddit, YouTube, comparison pages, reviews. Thatâs where LLMs go to see what people really think.
6) Community content influences close to half of AI answers. Real conversations matter. UGC shows up in ~48% of answers.
youtube.com/shorts/sXe6g1s2-âŠ
Clear space is the no-fly zone around a logo: fundamental in branding.
It's wild how many SMBs have no proper brand guidelines. Signs:
đelements nearly TOUCHING logo!
đrandom fonts
đŠno lockups
đno stacked logo
Remember, brand is a feeling. It lives in the subconscious.
ALT Examples of clear space around logos following brand guidelines best practice for design. Slack, Microsoft Bin, Reddit, PBS logo examples of safe areas.
Podcasters: Are you still doing a 30-60min host/guest Zoom interview?
In 2026 variety wins.
Top ranking podcasts across categories use these four different episode types. @emilybinder breaks it down.
đHow long should a podcast be? The new formula: youtu.be/vVSWukNpRWg
Can you tell the difference between human and AI music? I couldn't.
Clip from new conversation with @emilybinder & Henna Pryor. Find out how to create content with AI that doesn't dilute your authority and valueđđŒ