Monthly Archives: November 2025

Episode 301 – Preparing Advisors for the AI Era at Future Proof Citywide with Chris Cherry



Chris Cherry, Head of Partnerships at Future Proof, joins us to talk about Future Proof Citywide and how it expands on the Future Proof Festival model by moving into Miami Beach, allowing the event to grow beyond the Festival’s 5,000-person limit while keeping the same outdoor, relaxed, anti-conference feel. Citywide also introduces a rotating theme structure — Invest, Build, Grow, and Live — with AI as the central focus for 2025, reflecting how quickly it’s becoming part of industry conversations.

Chris highlights why Citywide delivers real ROI: the breakthrough meeting program, where attendees pre-select and schedule high-quality matches rather than relying on chance encounters. Those curated meetings have led to major client wins and even career-changing outcomes. New this year is a 20,000-square-foot AI Playground, expanded partner activations across Miami Beach, and returning experiences like the women’s lounge. Chris hopes attendees leave with confidence in using AI — and a clear sense that stepping into these conversations is no longer optional.

Resources: Future Proof

This episode is sponsored by Fidelity Investments. If you would like to learn more about Fidelity’s top performing mutual funds and ETFs for financial advisors, visit i.fidelity.com/topfunds.


Episode 300 – AI, AEO, and the Future of Advisor Marketing with Samantha Russell



We welcome back Samantha Russell, Chief Evangelist at FMG, to break down the marketing shifts defining 2025 and how advisors can carry them into 2026. Samantha says AI has transformed both how content is made and how it’s found—shifting SEO into AEO, or answer engine optimization. Firms that structure Q&A content with schema, gather reviews, and earn media mentions are the ones AI will recognize as credible sources. The result: fewer clicks, but better-qualified leads.

Samantha also stresses the need to humanize marketing as automation expands. Events, video, and genuine social engagement create connection where AI can’t. Repurposing content across channels and segmenting messages with the help of CRM tools make personalization easy at scale. Her advice for 2026: use AI to make marketing more personal, focus on the one platform where your audience lives, and put a real person forward as the face of your firm.

Download The AI Edge, FMG’s complete AI guide for financial advisors

Resources: FMG