AI is now part of how investors find and vet advisors
start with AI.
Of people looking for a financial advisor, one in four begin their search with an AI assistant, not Google and not a referral call.
check you out online.
Nearly every prospect, even warm referrals, researches an advisor online before making contact.
What you'll see
The actual answers ChatGPT, Gemini, and Perplexity give when asked to recommend a Canadian wealth firm, and which firms get named
The sources AI pulls from to build those answers, including a few that surprised us
The factors that separate the firms AI recommends from the ones it ignores
What you'll leave with
A plain-language picture of how AI decides who to recommend, with no jargon
A way to check what AI currently says about your own firm
The first concrete moves to make on your site so AI can find and cite you
Your Host
Reserve your spot before it fills.
Limited to 100 seats. No software to download. Join directly from your browser and get the recording if you can't attend live.
Wednesday, June 24, 2026
3:00 PM EDT
40 minutes + 20-minute Q&A
Free
Next Events in the Series
This is the first of two.
Is Your Firm Showing Up When Canadians Ask AI for a Wealth Manager?
June 24, 2026 · 3:00 PM EDT
How to Build Your Website So AI Can Read and Cite It
Date TBD · Technical structure, schema, and answer-oriented content
Your Host
Enrique Flores
Founder, Paula Inc.
Enrique spent over a decade in wealth management marketing and operations before launching Paula. He's worked across all corners of the industry — from independent advisors to major asset management platforms.
Paula is a boutique digital agency serving exclusively financial services firms in Canada, specializing in brand, digital presence, and marketing operations.