09.29.25

Social Media Trends Prompt Advisors To Shift Gears on Marketing

by: Mela Seyoum

Financial advisors are rethinking marketing strategies as AI and social media reshape how clients seek guidance. A July 2025 Wealthtender survey found 62% of Americans still rely on referrals, but 25% would consult ChatGPT and 22% social media. Experts note that hyper-specific, conversational content improves visibility in AI-driven searches, while “social proof” from reviews boosts credibility. Though Securities and Exchange Commission rules now allow testimonials, compliance challenges remain in some states. Younger clients increasingly turn to Instagram and short-form video for advice, making digital presence essential.

Read the full article on Financial Advisor IQ