Netwealth IQ Webinar
Ick or click: Referrals and reputation in the AI era
Lisa Greensill, Co-Creator & Marketing Director, Brandover
Overview
Clients and prospects are researching you now.
They’re Googling, scrolling through reviews, and asking ChatGPT, Perplexity, and Claude for a background check. Your reputation is judged in a matter of minutes.
In this session, Lisa Greensill explores the new rules of ‘digital due diligence’ - how clients validate if you’re the right fit, the impact of AI search, and how to make your online presence click-worthy.
What you'll learn:
- How the shift from ‘searching’ to ‘asking’ impacts financial advisers
- What ChatGPT vets, cross-checks and prioritises to verify a business
- Why reviews, originality, and real-world proof are the new trust currencies
- The digital reputation checklist to be found, trusted, and recommended
Who should attend:
Self-employed and employed advisers, practice principals, and operations and marketing leads.
Register
Register now and earn CPD points.
Wed, 25 March 2026, 12-1PM AEDT
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About the speaker
Lisa Greensill
Co-Creator & Marketing Director, Brandover®
Lisa is Co-Creator & Marketing Director of Brandover® and an award-winning marketing consultant. She helps financial advice firms stop being boring and start being memorable, replacing generic with genuine to attract 5-star clients. With over 20 years in the industry - at a licensee, planning practice, mortgage broking, and consultancy, Lisa understands advice marketing's quirks. Passionate about money's emotional side, she aims to help advisers communicate purposefully to reach more people and spark positive change.
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