In today’s episode – “How AI is Changing the Referral Process” – we explore how AI is changing the way prospective clients evaluate advisors long before a first conversation ever takes place.
For years, advisors focused on being discoverable through search engines, websites, and social media. But increasingly, people are turning to AI tools to get answers, recommendations, and validation before reaching out to a professional. That creates a new challenge: if referrals are still the most valuable source of new business, what role does AI play in shaping the referral journey?
The questions we’re answering today are: How is AI influencing the referral process? What story are AI platforms telling about you and your practice? And how can advisors begin shaping that story?
Joining us to break this down is Geoff Evans, Vice-President of Marketing and Communications at PPI. Before launching his own businesses, Social Media Coach and The Animation Studio, Geoff spent years in the insurance industry as an advisor, sales trainer, and business coach, helping advisors build stronger practices and grow their businesses. He later dedicated much of his career to coaching advisors on how to use digital technology more effectively, giving him a unique perspective on how new technologies are adopted and where advisors often miss the bigger opportunity.
In this episode, you’ll learn how AI is changing advisor visibility, why authenticity and specialization matter more than ever, and what practical steps can help shape your digital reputation.
So, let’s get into it. Here’s “How AI is Changing the Referral Process” with Geoff Evans.
