Curated News
By: NewsRamp Editorial Staff
July 31, 2025
Tina Powell on GEO: The Future of Financial Advice Discovery
TLDR
- Adopting GEO over SEO positions RIAs as the trusted answer in AI-driven searches, securing a competitive edge in digital visibility and client acquisition.
- GEO focuses on optimizing content for AI platforms to recommend your firm as the authoritative source, differing from SEO's focus on search engine rankings.
- Shifting to GEO ensures RIAs meet future clients where they are, leveraging AI to provide accessible, trusted financial advice for a better tomorrow.
- Discover how GEO transforms RIAs into AI-recommended experts, a game-changer in the digital search landscape for financial advisors.
Impact - Why it Matters
The shift from SEO to GEO represents a fundamental change in how financial advisors are discovered by potential clients. With AI platforms becoming the primary gatekeepers of information, RIAs must adapt their digital strategies to ensure they are visible and trusted by these systems. Ignoring this shift risks rendering firms invisible to a growing segment of high-net-worth clients who rely on AI for financial advice discovery. Tina Powell's insights offer a timely and actionable guide for RIAs to navigate this new landscape, ensuring they remain competitive and relevant in an increasingly digital and AI-driven world.
Summary
Tina Powell, a renowned marketing executive and fintech strategist, shares her insights on the evolving landscape of search engine optimization (SEO) and the emergence of Generative Engine Optimization (GEO) in the financial advisory sector. As a Partner and Chief of Community at Intention.ly, Powell emphasizes the shift from traditional SEO tactics to GEO, highlighting how AI platforms like ChatGPT and Google Gemini are now pivotal in how high-net-worth clients discover financial advisors. She underscores the importance of being recognized as a trusted source by AI to remain visible in today's digital-first world. Powell offers actionable advice for RIAs, including conducting a GEO audit to assess their firm's AI visibility and focusing on answering the nuanced questions potential clients are asking AI. Her expertise, drawn from years of experience in digital marketing and financial services, provides a roadmap for RIAs to adapt and thrive in the AI-driven search landscape.
The discussion, featured in a Q&A on citybiz, delves into the critical differences between SEO and GEO, with Powell advocating for a strategic pivot towards GEO to ensure RIAs are not left behind. She warns of the risks of ignoring this shift, pointing out that early adopters will dominate the digital conversation. Powell's insights are not just theoretical; they are backed by her practical experience and success in leveraging digital strategies for growth in the financial services industry. This piece is a must-read for RIAs looking to navigate the complexities of modern digital marketing and secure their place in the future of financial advice discovery.
Source Statement
This curated news summary relied on content disributed by citybiz. Read the original source here, Tina Powell on GEO: The Future of Financial Advice Discovery
