Online paid directories. Third-party referral services. Client testimonials. There are any number of different marketing levers that financial advisors can push or pull to try to grow their business. But which ones really deliver ROI for advisory firms, and which don’t?
AI-referred shoppers on Shopify convert at nearly 50% higher rates and carry 14% higher average order values than organic search. Here’s what the early data says about how AI is reshaping commerce—and why the window to act is right now.
