Financial Advisors Add AI to Win $10-Million and $1-Million-Plus Clients

11 articles · Updated · The Globe and Mail · May 19

$1-million-plus households and even a $10-million client are being won through a mix of AI-driven marketing and old-school prospecting, as advisors reshape how they generate leads.
Firms are using AI to analyze ad-lead data, refine follow-up timing and target ideal clients; one Winnipeg practice said Instagram campaigns are bringing in high-net-worth households.
Traditional channels still matter because referrals, in-person events, cold-calling and door-knocking can stand out, especially where competitors have abandoned them.
The shift is moving prospecting from pure outreach to proof of expertise, pushing advisors toward niche marketing, stronger online footprints and visibility on platforms that generative AI tools surface.

Advisors are using AI to find wealthy clients. Is your personal financial data the new bait?

Will AI create hyper-efficient advisors, or will it just automate old-school sales tactics?

As AI masters financial data, what uniquely human skills now justify an advisor's high fees?