The way prospective clients find a financial advisor has changed, and AI is now a significant part of that picture. If your firm isn't showing up in AI-generated answers, you may already have some catching up to do.

In this solo episode of The Wealth Horizon Podcast, Rosemary Denney, founder and CEO of Wealth Matters Consulting, tackles the #1 question she hears from advisors right now: How do I get AI to recognize my firm as a top firm in my space? She answers it by working through four areas: What's shifted in the landscape? What technical fundamentals drive AI visibility? What type of content does AI actually value? And where does AI go to form its recommendations?

What we cover:

• The shift from SEO to AEO (Answer Engine Optimization) and what it means for your firm
• Why keyword stuffing no longer works and what AI is actually evaluating instead
• The E-E-A-T framework and how it applies to your website and individual advisor bios
• Why FAQ-style content in a conversational tone is among the highest-performing content formats for AI crawlers
• LinkedIn has become the second most cited source by AI tools across the entire internet
• Why PR placements in top-tier financial publications now carry GEO (Generative Engine Optimization) weight, not just credibility
• A short list of starting points any firm can put to work today

A few things worth keeping in mind:

• This space is moving fast. Firms acting now will have a real head start
• LinkedIn data cited here reflects current trends in AI citation behavior
• SEMrush is referenced as a tool for auditing your website's technical health

Resources:

• Wealth Matters Consulting website: https://www.wealthmattersconsulting.com/
• Connect with Rosemary Denney: https://www.linkedin.com/in/rosemarybdenney/
• SEMrush website audit tool: https://www.semrush.com
• Google Search Console: https://search.google.com/search-console
• Advisor directories mentioned: Wealth Tender, Advisor Finder, NAPFA, CFP Board's Find a CFP

If this episode was helpful, we'd love it if you'd leave a review and share it with a colleague who needs to hear it. Questions? Reach out to us at hello@wealthmattersconsulting.com.

If you're an advisor or wealth management firm considering a public relations engagement, or already investing in one, do you actually know what you're buying? Terms like embargo, byline article, and earned media get thrown around constantly, but most advisors have never had someone break them down in plain language with real strategic context. And that gap between knowing PR matters and understanding what's behind it is where expectations get misaligned, and investments get wasted.

In this bonus episode of The Wealth Marketing Podcast, Rosemary Denney sits down with PR specialist Mary Victoria to cut through the jargon and walk through the core PR terms every wealth advisor should know. They go beyond definitions, explaining when each tactic makes sense, what the pitfalls are and how the pieces fit together to build the kind of third-party credibility that ultra-high-net-worth clients and prospects expect from their advisors.

What we cover:

• Press releases: when to distribute on the wire vs. a targeted email send, and when you need both
• Byline articles: what they are, why they're harder to place than most advisors expect and what it takes to land one
• Why generic pitches fail and why evergreen planning content is a tougher sell than timely market commentary
• Thought leadership: what it actually means and why it's the foundation of becoming the advisor clients turn to in volatile markets
• Embargoes: what they are, when they're used (especially around M&A) and what's at stake if one gets broken
• Exclusives: the strategic trade-offs of giving your story to one outlet
• Media training: why it matters, what untrained executives get wrong and why being quotable is a skill
• How to amplify a single media placement across your website, social media, email and centers of influence

Resources:

• Listen to the previous episode — Why PR Matters for Advisors Serving Ultra-High-Net-Worth Families: https://www.wealthmattersconsulting.com/blog/pr-for-wealth-advisors/
• Wealth Matters Consulting website: https://www.wealthmattersconsulting.com/
• Connect with Rosemary Denney: https://www.linkedin.com/in/rosemarybdenney/

If you're an advisor exploring PR for the first time or looking to get more from your current media strategy, we'd love to hear from you. Subscribe, leave a review and reach out anytime.

Email us at: hello@wealthmattersconsulting.com

When an ultra-high-net-worth family is evaluating whether to trust you with their wealth, one of the first things they do is research you. What comes up matters. A feature in Barron's, a quote in the Wall Street Journal, an article in Bloomberg — that kind of visibility does something no ad, no website and no pitch deck ever can. It tells a prospective client that a trusted, respected third party has vetted you and found you worth quoting. For advisors serving UHNW families, that kind of credibility is a competitive advantage.

And yet, for most advisors, public relations still carries an air of mystery.

What does it actually involve?

Is it worth the investment?

How long does it take?

And how do you know if your firm is even ready for it?

In this episode of The Wealth Marketing Podcast, Rosemary Denney sits down with Mary Victoria Falzarano, a public relations professional with more than 20 years of experience working with top-tier publications including Bloomberg, the Wall Street Journal, the New York Times and leading wealth management trade outlets. Rosemary and Mary Victoria have worked together for over a decade, and in this conversation, they answer the questions advisors ask most about PR, directly, honestly and without the jargon.

What they cover:

— Why PR carries more weight than advertising, especially with UHNW clients, and how earned media acts as an independent endorsement of your credibility

— Why the PR landscape today is more competitive than ever: shrinking newsroom budgets, fewer reporters covering the space and faster turnaround demands

— Which publications matter and how to think about where your clients and prospects are actually reading

— Whether to hire an in-house PR person or work with an outside firm, and the relationship advantage an agency brings

— What PR actually costs, including the 1-2% of revenue benchmark and how it compares to the cost of hiring internally

— How long it takes to see coverage (often within the first month) versus how long it takes to see business results (typically about a year)

— The biggest mistakes advisors make, including treating PR as one-sided, starting and stopping, going off-message in interviews, being too vague or being too picky about what to comment on

— What makes a firm media-ready, including preparation, timeliness, the ability to speak concisely and willingness to build toward top-tier placements over time

— DIY options like Quoted (QWOTED) for advisors who want to test the waters before committing to an agency

A few important takeaways worth noting:

This conversation is specifically about public relations — not branding, not communications, not marketing more broadly. These are distinct disciplines, and understanding the difference matters before you invest. PR is a relationship business, and it works the same way your client relationships do: It requires trust, consistency and genuine investment on both sides. The firms that succeed in PR are the ones that treat reporters with the same care and availability they bring to their best client relationships. And perhaps most importantly, you don't need to be the largest firm in the room to earn media coverage. Reporters aren't always looking for the highest AUM. They're looking for trusted sources who are prepared, responsive and willing to share a real perspective.

Resources

Watch this episode on YouTube: https://youtu.be/RnfEY7XklmI

Wealth Matters Consulting website: https://www.wealthmattersconsulting.com/

Connect with Rosemary Denney: https://www.linkedin.com/in/rosemarybdenney/

Link to QWOTED: qwoted.com

If you've been thinking about PR for your firm, whether you're just starting to explore the idea or you're looking to get more from your current efforts, we'd love to hear from you. Don't hesitate to reach out with any questions. We're always happy to talk through what a PR strategy could look like for your firm and how it can strengthen the way you connect with the clients you want to serve.

Email us at: hello@wealthmattersconsulting.com