Author: Robert Jones

Robert tracks finance industry trends. He's a CFA charterholder with a focus on emerging technologies and market analysis.

Financial Planning

LLM Visibility: Get More Financial Planning Clients in 2026

Financial Planning in 2026: Prepare for the Rise of LLM Visibility and its Impact on Client Acquisition The world of financial planning is undergoing a…

Robert Jones · 12/03/2026 · 8 min read

Financial Planning

AEO: Future-Proof Your Financial Planning for Discoverabilit

Future-Proof Your Financial Plan: Mastering AEO for Long-Term Discoverability Creating a robust financial planning strategy is crucial for securing your future. However, a plan is…

Robert Jones · 12/03/2026 · 9 min read