Can an advisory firm repurpose webinars and market updates for AEO?

Answered on camera by , CEO of iShoot.direct · 1:00 · transcript and sources below

Short answer

An advisory firm can repurpose webinars, podcast episodes, and market updates for AEO provided they answer financial questions the people you want to reach are actually asking. Get them onto YouTube — behind a registration form they aren't in the pool the engines draw from — then write question timestamps into each description. Each chapter can be cited independently.

00:00How can I get my advisory firm's existing webinars and podcasts to be cited by AI? 00:35Why isn't my financial advisory firm's educational content showing up in AI citations? 00:51What kinds of tags and metadata will help my wealth management firm's webinars get cited by AI?
Transcript

How can I get my firm's existing webinars and podcasts to be cited by AI?

Put them on YouTube and add question-phrased timestamps — provided they answer financial questions the people you want to reach actually ask.

Your webinars, podcast episodes, and market update recordings can absolutely be repurposed — provided that they answer financial questions that the people you want to reach are actually asking. It has to be educational content, not promotional. Firm philosophy and performance decks are probably not worth your time here. Those get found when the question is about you — somebody typing your firm's name. But with AEO you want to be found when someone asks whether to take Social Security at age 62 or wait, or when a widow asks what happens to an IRA she just inherited. Those are the questions that bring people to an advisor.

Why isn't my firm's educational content showing up in AI citations?

Usually because they sit behind a registration form on your own site, outside the pool the engines draw from.

If your existing media is educational, here's what you can do with it. First, you've got to put it on YouTube. Because behind the registration form on your own site, it's not even in the pool that the engines are drawing from.

What kinds of tags and metadata will help my firm's webinars get cited by AI?

Question-phrased timestamps in the video description: they create chapters[1], and each chapter can be cited independently[2].

Then go through the transcript and find answers. Most of the answers won't be preceded by a question. That's fine — you write the questions yourself, and they go into the video description as timestamps. That's what creates the chapters[1]. Chapters get cited independently[2]. One webinar can be cited eight times for eight different questions.

Sources

  1. YouTube Help, Video chapters — how description timestamps create chapters. support.google.com.
  2. Google Search Central, Video structured data and key moments — chapters surface as independently linkable moments in Search. developers.google.com.

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