Advisor Live Session: What Worked in 2025 + Bets for 2026

This is a podcast episode titled, Advisor Live Session: What Worked in 2025 + Bets for 2026. The summary for this episode is: <p>Before the New Year, we hosted a LinkedIn Live featuring nine of our Navattic advisors reflecting on 2025's marketing wins, flops, and what they're carrying into 2026.</p><p>We chatted about AI tool fatigue and underwhelming results from automated research platforms, clean data foundations before implementing AI, and figuring out what good marketing looks like before scaling. </p><p>We also chat our focuses for 2026, like pipeline acceleration instead of just top-of-funnel acquisition tactics, customer marketing, and the shift from website traffic to built trust to using SEO/GEO for buyer enablement. </p><p>Plus a lot about in-person customer events and programming. </p>