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

[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

Webinar
From Google to Generative AI: How Financial Brands Win in the New Age of Search
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When: March 24 at 10 AM PST | 1 PM EST
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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:
- Brent Bouldin, Founder and Partner, New Media Advisors (Former Bank of America)
- Alana Levine, Chief Revenue Officer, Fintel Connect
- Justin Scott, Vice President, Marketing, LPL Financial
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
Founder and Partner at New Media Advisors
Alana Levine
Chief Revenue Officer at Fintel Connect
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
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.