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Fintel Connect, New Media Advisors, and LPL Financial

Webinar

From Google to Generative AI: How Financial Brands Win in the New Age of Search

Webinar Speakers: Brent Bouldin, Founder and Partner at New Media Advisors, Alana Levine, CRO at Fintel Connect and Justin Scott, Vice President at LPL Financial
[Be the first in line to download a report over 26 pages of never released insights, trends, and tactics from the top affiliates in North America.]

Reserve your spot and stay competitive in the age of AI search

A Gif of a Search bar with "From Google to Generative AI: How Financial Brands Win in the New Age of Search" being typed in and little icons of popular AI models ChatGPT, Copilot, Gemini and Perplexity hovering around the search bar

Webinar

From Google to Generative AI: How Financial Brands Win in the New Age of Search

  • When: March 24 at 10 AM PST | 1 PM EST

  • Where: Microsoft Teams

AI is reshaping how consumers discover and evaluate financial products.

Research is now happening inside generative summaries and product decisions are being formed before the click. If you’re a CMO, marketing leader, or financial affiliate, this one’s for you!

Don't miss this exclusive executive-level session where industry leaders break down what AI search changes (and what it doesn’t), whether it replaces traditional search or complements it, and the practical moves financial brands must make now to stay visible, credible, and conversion-ready.

Meet the panel:

For financial institutions, this isn’t about chasing a trend. It’s about protecting acquisition performance, defending share of voice, and reinforcing trust in a regulated environment 

What you'll learn to stay competitive in the age of AI

  • Whether generative search replaces Google or complements it
  • How to think about budget: shift away from Google or double down on proven foundations
  • The authority and third-party signals AI prioritizes when surfacing financial brands
  • A clearer framework for evaluating AI search impact
  • Confidence in where to focus budget and executive attention

Presenting

Brent Bouldin

Brent Bouldin

Founder and Partner at New Media Advisors

Alana Levine

Alana Levine

Chief Revenue Officer at Fintel Connect

Justin Scott

Justin Scott

Vice President, Marketing at LPL Financial

Meet the Experts

Brent Bouldin

Brent has more than 25 years of experience in digital marketing and strategy across Fortune 500 companies and global professional services firms. Before founding New Media Advisors, he was Head of Marketing at Choice Hotels International. Prior to that, he spent nearly a decade at Bank of America leading the Digital Marketing and Media Center of Excellence.

In those roles, Brent led large marketing teams and built programs across SEO, content, paid media, social, and video. He has also overseen national television and out-of-home campaigns and helped organizations modernize how they plan and measure marketing performance.

Brent began his career in management consulting and held digital and strategy roles at firms including Deloitte and Ernst & Young.

Alana Levine
Alana Levine is the CRO and Co-Founder of Fintel Connect, the leading all-in-one partner marketing solution exclusively for fintech and banking. She has experience across multiple niche verticals servicing 50+ markets worldwide, with a passion for partnerships, marketing, and business development. Alana previously held leadership roles in both SaaS technology and fintech businesses and holds bachelor’s degrees in economics and psychology and a post-graduate degree in finance from McGill University. With over 10 years in the partner marketing space, she is dedicated to facilitating partnerships and campaigns that drive meaningful growth in financial services.
Justin Scott

Justin Scott is Vice President, Marketing at LPL Financial, a leading wealth management firm, where he has spent more than a decade shaping digital marketing strategy. In his current role, he oversees content strategy, SEO, and web presence for LPL.com, building programs that drive organic visibility and discoverability in a highly regulated financial services environment.

Justin has deep experience managing enterprise marketing technology, giving him a systems-level view of how content, data, and customer experience connect. Most recently, he was tapped to lead AI transformation strategy for LPL’s Marketing, Communications and Experiences department, putting him at the center of how a major financial institution is rethinking its approach to workforce scalability, content, search, and audience engagement in the age of generative AI.

Before joining LPL, Justin built his foundation on the agency side, leading digital strategy, and content programs where he ran campaigns for national clients across paid, organic, and social channels.