Gregory’s latest research on AI search visibility in wealth management is drawing attention across the financial services industry. As reported by InvestmentNews, Gregory analyzed more than 20,000 responses from leading artificial intelligence platforms including ChatGPT, Claude, Gemini, Google AI Overviews, and Perplexity to understand how financial advisors appear in AI-generated answers when investors search for guidance.
The findings highlight a clear opportunity for firms that want to attract professional athletes, entertainers, and other specialized client segments. According to Gregory President Joe Anthony, firms that create dedicated webpages tailored to specific audiences are far more likely to be cited by AI systems when users ask for financial advisors serving those groups.