// FEATURED MEDIA //
Videos, interviews, Press, etc.

How do you create an AI policy as an RIA Firm? What details should an AI policy include for your financial advisory firm? Reg S-P amendments and the SEC's recent emphasis on AI governance and regulatory guidelines are key reasons why every RIA firm should have a good AI usage policy. The question is how to build an AI policy that fits your firm.In this video, Jon Cook, founder of Advisor Story, Keynote Content, and an AI keynote speaker for financial advisors, will show you:* What the SEC is prioritizing or emphasizing with AI usage and disclosures from RIA firms during upcoming exams* The eight details your firm's AI policy should include* How to create your AI policy as an RIA firm step-by-stepDisclaimer: Nothing in this video should be taken as legal or compliance advice. If you have questions about your legal or regulatory responsibilities, consult with your legal counsel or Compliance representative.⏰ Timecodes ⏰00:00 - RIA firms are seeing heightened emphasis on AI usage governance and guardrails from the Securities and Exchange Commission (SEC) during examinations01:14 - Do RIA firms need an AI Policy? Yes, federally covered financial advisory firms, specifically Registered Investment Adviser (RIA) firms, need to create and implement AI usage policies to further protect the investor client experience with how their managing firm is adopting AI-powered capabilities.02:37 - Advisor Tech platforms are shipping new capabilities seemingly every day. How do Chief Compliance Officers (CCOs) maintain good governance of new AI capabilities inside RIA firms? By implementing a solid AI usage policy that streamlines the review and approval process for new AI capabilities inside already-approved tech platforms.03:25 - What does an AI policy for advisory firms need to include? There are eight key details that AI policies for advisory firms should include: your current tech stack, your usage approval tiers, prohibited use cases, review process for new AI capabilities inside already-approved tech, vendor vetting procedures, incident response protocol, personal device usage parameters, and governance and enforcement details.04:21 - The first detail that an AI policy for RIA firms should include is a list of your current approved tech stack. This includes every software product, platform, or any other technology you use inside your firm.04:57 - The second detail that an AI policy for RIA firms should include is your firm's usage approval levels.06:34 - The third detail that an AI policy for RIA firms should include is a list of prohibited use cases.07:19 - The fourth detail that an AI policy for RIA firms should include is the review process for new capabilities inside pre-approved tech.08:18 - The fifth detail that an AI policy for RIA firms should include is vendor vetting procedures. 09:22 - The sixth detail that an AI policy for RIA firms should include is your incident response protocol.09:43 - The seventh detail that an AI policy for RIA firms should include is personal device usage parameters.10:21 - The eighth detail that an AI policy for RIA firms should include is governance and enforcement details, including disciplinary language, escalation paths, and even a dismissal procedure in the event of AI misuse by your firm's employee. 10:53 - How do I create an AI policy for my RIA firm?13:45 - What is the SEC asking RIA firms to do with AI use and governance?15:57 - Who can help my RIA firm create our AI policy? Jon Cook and Keynote Content help RIA firms create AI policies.Receipts (Stats & Facts Mentioned):- U.S. Securities and Exchange Commission Fiscal Year 2026 Examination Priorities report: https://www.sec.gov/files/2026-exam-priorities.pdfNext Steps:Are you ready to create an AI policy for your RIA firm? See how our Advisor Systems program can work for you: https://keynotecontent.com/systemsWatch Next: What Is an Advisor Operating System? https://www.youtube.com/watch?v=wiaGBYJyVBsSubscribe for more insights on AI implementation and systems for financial advisors: https://www.youtube.com/@advisorstory?sub_confirmation=1About Jon Cook:Jon Cook is the founder of Advisor Story and Keynote Content, a keynote speaker on AI for financial advisors, an author, YouTube host, and contributor to TheStreet, MarketWatch, Retirement Daily, Proactive Advisor Magazine, and Advisor Perspectives. He's worked with nearly 300 advisory firms since 2019, helping financial advisors through brand messaging, process mapping, AI implementation, and content strategy.Connect with Jon Cook & Advisor Story:https://www.advisorstory.comhttps://www.linkedin.com/in/keynotecontent===========================This video is NOT sponsored. Some links may be affiliate links, which means if you buy something through one of our links, we'll likely receive a small commission.===========================#advisorstory #joncook 16:44
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Every Financial Advisor Needs AI Governance

July 15, 2026 11:47 am

What is an Advisor Operating System (Advisor OS)? Financial advisors are often stuck context-switching between six to eight different tools, losing up to 40% of their time to low-value administrative tasks. While legacy CRMs and meeting assistants have served their purpose, a new shift toward a unified "Advisor Operating System" is helping firms reclaim their most valuable asset: time.In this video, Jon Cook, founder of Keynote Content, defines what an Advisor Operating System is, compares it to current tech stacks, and explains how adopting this model can provide a strategic advantage for your RIA firm.⏰ Timecodes ⏰00:00 - What's the Hidden Cost of Context Switching for Financial Advisors? Why advisors are losing nearly half their day to "low-value" administrative tasks.01:54 - The One Key Question About AI Implementation for Financial Advisory Firms: Why can't every software program in an advisory firm just work together in one place?.02:46 - What Is an Advisor Operating System? What is an Advisor OS? What an intelligent data mesh is and how it creates a single streamlined interface for your entire tech stack.04:10 - The Agentic Layer: How autonomous AI runs in the background to handle document processing, gap detection, and meeting prep.05:16 - Life Without an Advisor OS: A comparison of traditional manual note-taking versus an automated, agentic workflow.07:27 - Advisor OS vs. Meeting Assistants & CRMs: Why traditional CRMs are "passive" and how the Advisor OS takes action on your behalf.12:13 - Market Leaders in Advisor OS: A look at what platforms like Altruist, Advisor Engine, Zocks, Jump, and Hamachi are building.13:59 - How to Choose the Right System: Why you must map your "shadow system" and audit your tech stack before buying new AI tools.15:54 - Reclaiming Strategic Time: Moving from Quadrant 3 administrative work to high-value, human-centric leadership.Receipts (Stats & Facts Mentioned):The 40% Productivity Drain: Multiple studies from Docupace, Michael Kitces, and Investipal show the average advisor spends 40% or more of their time on administrative tasks.- Michael Kitces, "How Do Financial Advisors Actually Spend Their Time?": https://www.kitces.com/blog/how-do-financial-advisors-spend-time-research-study-productivity-capacity-efficiency/- Docupace, "How Much Time Do Advisors Really Spend with Clients?": https://www.docupace.com/blog/how-much-time-do-advisors-really-spend-with-clients/- Investipal, "Why Advisors Spend 80% of Their Time on Admin": https://www.investipal.co/blog/why-wealth-managers-spend-80-of-their-time-on-admin-instead-of-growthNext Steps:Are you ready to stop fighting your tech stack and start building the systems that attract the investors you actually want? Start a conversation with Jon Cook and Keynote Content here: https://keynotecontent.com/startWatch Next: Why Advisors Are Losing 40% of Their Day - AI Solves THIS: https://www.youtube.com/watch?v=OBAHE2BufFkSubscribe for more insights on AI implementation and story systems for financial advisors: https://www.youtube.com/@advisorstory?sub_confirmation=1About Jon Cook:Jon Cook is the founder of Keynote Content, a keynote speaker on AI for financial advisors, an author, YouTube host, and contributor to TheStreet, MarketWatch, Retirement Daily, Proactive Advisor Magazine, and Advisor Perspectives. He's worked with nearly 300 advisory firms since 2019, helping financial advisors through brand messaging, process mapping, AI implementation, and content strategy.Connect with Jon Cook & Keynote Content:https://www.keynotecontent.comhttps://www.linkedin.com/in/keynotecontenthttps://www.x.com/keynotecontenthttps://www.instagram.com/keynotecontenthttps://www.facebook.com/keynotecontenthttps://www.tiktok.com/@keynotecontent?lang=en===========================This video is NOT sponsored. Some links may be affiliate links, which means if you buy something through one of our links, we'll likely receive a small commission.===========================#keynotecontent #joncook 16:25
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Your Advisory Firm Will Fall Behind Without An Advisor OS

July 6, 2026 7:11 am

Which financial advisory firms are more likely to rank in AI searches? How do you rank in AI searches as a financial advisor? In this video, Jon Cook, founder of Keynote Content, shares which firms are better positioned for AI searches.Watch Next: How to Rank In AI Searches as a Financial Advisor: https://www.youtube.com/watch?v=ae-KY72mFEMSubscribe for more insights on AI implementation and story systems for financial advisors: https://www.youtube.com/@advisorstory?sub_confirmation=1About Jon Cook:Jon Cook is the founder of Keynote Content, a keynote speaker on AI for financial advisors, an author, YouTube host, and contributor to TheStreet, MarketWatch, Retirement Daily, Proactive Advisor Magazine, and Advisor Perspectives. He's worked with nearly 300 advisory firms since 2019, helping financial advisors through brand messaging, process mapping, AI implementation, and content strategy.Connect with Jon Cook & Keynote Content:https://www.keynotecontent.comhttps://www.linkedin.com/in/keynotecontenthttps://www.x.com/keynotecontenthttps://www.instagram.com/keynotecontenthttps://www.facebook.com/keynotecontenthttps://www.tiktok.com/@keynotecontent?lang=en===========================This video is NOT sponsored. Some links may be affiliate links, which means if you buy something through one of our links, we'll likely receive a small commission.===========================#keynotecontent #joncook #shorts 0:26
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Which Financial Advisory Firms Are Best Positioned for AI Searches? #shorts

July 4, 2026 6:14 am

Are RIA firms showing up in AI Searches? While 96% of referred investors research an advisor online before making contact, a growing 37% are starting their search with AI tools like ChatGPT, Claude, and Perplexity. If your RIA firm isn't showing up in these searches, you're losing prospects before they even know you exist. In this video, Jon Cook, founder of Keynote Content, breaks down the three most common reasons why RIA firms are invisible to AI and provides actionable fixes for each.⏰ Timecodes ⏰00:00 - The Hidden Shift in Investor Research for Finding Financial Advisors: Why 37% of prospects are now using AI tools to find their next advisor.01:14 - The Problem with Non-Congruent Storytelling: How a fragmented presence across LinkedIn, your website, and Google Business profile confuses AI models. 01:48 - The AI Opportunity: Why 40% of AI-cited sources rank outside Google’s top 10 and how this levels the playing field for smaller firms. 02:46 - Reason 1: Generic Niche Positioning: Why "helping business owners retire" is a "nothing burger" to AI and how to "right-size" your niche. 04:10 - Reason 2: Lack of Third-Party Evidence: Why 84% of AI-cited sources come from earned media and how to build "street cred" through directories.05:57 - Reason 3: Not Answering the Right Questions: Why boilerplate content fails and how to create question-based intent for specific audiences. 09:00 - Next Steps for Your RIA: How to build the story systems that attract the investors you actually want.Receipts (Stats, Facts, & Citations Mentioned):- Wealthtender reports that 96% of investors who are referred to an advisory firm will still research that advisor online before making contact (Wealthtender - https://wealthtender.com/advisors/marketing/how-financial-advisors-appear-in-chatgpt-ai-search/- 37% of users starting with AI tools like ChatGPT, Perplexity, and more to find their next financial advisor (Search Engine Land - https://searchengineland.com/consumers-start-searches-ai-not-google-study-467159)The AI Opportunity for Financial Advisors:Contrary to popular belief, financial advisory firms don’t need a massive ad budget to dominate AI searches. Research shows that 40% of AI-cited sources rank outside the top 10 organic Google results. AI isn't ranking based on who paid the most; it's ranking firms that are the most specifically and credibly positioned for the user's exact question.Next Steps:Are you ready to build the story, systems, and stages that attract the investors you actually want?- Apply for the Advisor Story Program: https://keynotecontent.com/startSubscribe for more insights on the evolving landscape of AI and RIA marketing.About Jon Cook:Jon Cook is the founder of Keynote Content, a keynote speaker on AI for financial advisors, an author, YouTube host, and contributor to TheStreet, MarketWatch, Retirement Daily, Proactive Advisor Magazine, and Advisor Perspectives. He's worked with nearly 300 advisory firms since 2019, helping financial advisors through brand messaging, process mapping, AI implementation, and content strategy.===========================Connect with Us!https://www.keynotecontent.comhttps://www.linkedin.com/in/keynotecontenthttps://www.x.com/keynotecontenthttps://www.instagram.com/keynotecontenthttps://www.facebook.com/keynotecontenthttps://www.tiktok.com/@keynotecontent?lang=en===========================This video is NOT sponsored. Some links may be affiliate links, which means if you buy something through one of our links, we'll likely receive a small commission.===========================#keynotecontent #joncook 10:10
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RIA Firms Are Getting Left Behind by AI Search

June 8, 2026 11:56 am

How do financial advisors get found in AI search results? With 25% of investors currently using AI platforms like ChatGPT, Claude, and Gemini to find their next fiduciary, RIA firms must adapt or risk becoming invisible to a quarter of their prospects. In this video, Jon Cook, founder of Keynote Content, outlines a four-step framework to ensure your firm is recommended by Large Language Models (LLMs) and AI-powered search engines.In this video, you will learn:- The AI Confidence Model: Why AI platforms only cite sources they are highly confident in and how to build that trust.- The 4 Pillars of AI Information: How AI draws from your website, LinkedIn, third-party directories (like NAPFA or XYPN), and published content to build your financial advisory firm's profile for AI searches.- The Danger of Inconsistency: Why having mismatched messaging across different platforms prevents AI from building a high-confidence model of your advisory firm.- Messaging vs. Methodology: The importance of moving beyond "generic" advisor language to a hyperspecific specialty and a named, proprietary process that AI can easily recognize and recommend.- Mastering E-E-A-T as a Financial Advisory Firm: How to organize your existing experience, expertise, authoritativeness, and trustworthiness so AI models can identify your niche.AI Search Challenge:1. Copy this prompt: Who is [YOUR NAME HERE], what does [YOUR ADVISORY FIRM'S NAME HERE] do, and what is their specialty?2. Enter that prompt (inserting your specific details in place of the two placeholder sections) into each of the following platforms:Claude: https://claude.ai/ChatGPT: https://chatgpt.com/Gemini: https://gemini.google.com/Perplexity: https://www.perplexity.ai/3. Share what you discover from this challenge in the comments section of this video! Did you like what you found? What's your initial impression of how your firm is showing in AI searches?Next Video: How Investors Are Finding Advisors Using AI Searches - Watch here: https://www.youtube.com/watch?v=A2fgxH0v0C0Subscribe for More Advisory Growth Content:Hit the subscribe button and the bell icon to learn how to scale your advisory firm through thought leadership and technology.Connect with Jon Cook:LinkedIn: https://www.linkedin.com/in/keynotecontentWork with Jon: https://www.keynotecontent.com/start===========================At Keynote Content, we help advisory firms scale through thought leadership and technology by building the right story and systems to attract their ideal investors.⏰ Timecodes ⏰00:00 - Are You Invisible to 25% of Your Prospects?01:08 - The 10-Second AI Challenge for Your Financial Advisory Firm01:38 - Understanding AI Confidence Models and How AI Platforms Prioritize Financial Advisors During Searches by Investors02:14 - The 4 Main Sources AI Uses to Evaluate Financial Advisory Firms03:02 - The Cost of Inconsistent Messaging03:32 - Messaging and Methodology: The AI Differentiators04:36 - Moving Beyond Generic "Garden Variety" Language05:02 - What is E-E-A-T and How Does It Affect AI Search Results for Financial Advisors?05:43 - Action 1: Defining Your Firm's Core Identity06:43 - Action 2: Audit Your Firm Across AI Platforms07:22 - Action 3: Content Strategies for Intent-Based Search08:22 - Scaling Your Firm with Thought Leadership08:34 - How to Work with Keynote Content#keynotecontent #joncook #AIforAdvisors #FinancialAdvisorMarketing #RIAGrowth 9:47
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How to Rank In AI Searches as a Financial Advisor

May 24, 2026 8:49 am

How do RIA firms get found in AI searches? Investors are increasingly turning to AI to find their next financial advisor, with reports showing that 25% of U.S.-based investors now use tools like ChatGPT, Perplexity, Claude, and more for these searches. RIA firms in particular are largely invisible to AI searches. In this video, Jon Cook, founder of Keynote Content, explains how AI platforms and AI searches are reshaping investor behavior and what steps RIA firms must take to be found.In this video, you will learn:- The Shift from SEO to AEO and GEO: Why traditional search engine optimization is being joined by Answer Engine Optimization (AEO) and Generative Engine Optimization (GEO) to meet the demands of "zero-click" searches.- The Power of E-E-A-T: How to demonstrate Experience, Expertise, Authoritativeness, and Trustworthiness so AI models recognize and recommend your firm as a reliable authority.- Niche Positioning as a Visibility Tool for RIA Firms: Why "vanilla" generalist messaging makes you a commodity and how specific, documented expertise helps AI match you with the right investors.- Answering the Exact Questions Your Ideal Investor Clients are Asking: Strategies for creating content that addresses the highly nuanced, detailed questions modern prospects are asking AI, rather than relying on generic market updates.- Building a Consistent Confidence Model for Your Financial Advisory Firm: Why maintaining a unified message across your website, LinkedIn, and third-party directories is critical for AI platforms to cite you with high confidence.Next Video: AI 101 for Advisors: RIA AI Adoption Rates Are Skyrocketing - Is Your Firm Getting Left Behind? - Watch here: https://www.youtube.com/watch?v=Q8gNe65uG7gSubscribe for More Advisory Growth Content: Hit the subscribe button and the bell icon to learn how to scale your advisory firm through thought leadership and technology.Connect with Jon Cook:LinkedIn: https://www.linkedin.com/in/keynotecontentWork with Jon: https://www.keynotecontent.com/start===========================At Keynote Content, we help RIAs, broker-dealers, and advisory leaders build the right story, systems, and stages to attract the investors they actually want through thought leadership and technology.⏰ Timecodes ⏰00:00 - The Invisible Firm: How AI is Changing Advisor Searches00:41 - Beyond the 10 Blue Links: The Evolution of SEO01:44 - The Rise of Zero-Click Search and AI Overviews03:02 - Breaking Down AEO vs. GEO04:50 - Mastering E-A-T for AI Recommendations07:13 - Action 1: Niche Positioning and Ending "Vanilla" Messaging08:26 - Action 2: Answering Intent-Based Prospect Questions10:16 - Action 3: Creating a Consistent Message Across Channels11:33 - The Human Side: Why You Aren't Too Late for the AI Opportunity#keynotecontent #joncook #AIforAdvisors #RIAGrowth #FinancialAdvisorMarketing 12:59
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Most RIA Firms are Invisible In AI Searches (And Here's Why)

May 12, 2026 2:02 pm

AI is rapidly becoming the mainstream expectation of investors. When everyone is using AI, how do you stand out as a financial advisor? Technology alone is not enough; clients need a reason to work specifically with you and your firm.In this video, Jon Cook, founder of Keynote Content, outlines the three essential pillars advisory leaders must implement to thrive in an AI-driven world. Without these pillars, firms risk being outpaced by competition as the industry transforms over the next five years.In this video, you will learn:- The "Robo-Advisor Lesson": Why removing the human element loses the client and how to use technology to increase your capacity for irreplaceable tasks like deep relationship building and crisis management.- The Three Core Pillars for Growth: A deep dive into modernizing your Message, Method, and Multiplier to create stability and prevent your firm from stalling.- The Dangers of Invisible Messaging: Why generic language like "comprehensive financial planning" makes you invisible and how specific messaging attracts the right clients while repelling the wrong ones.- Systematizing Your Success: How to turn a generic service description into a proprietary, repeatable, and teachable framework that delivers a consistent, elevated experience.- The Rise of the "Agentic Advisor": Strategies for using AI to reclaim up to 40% of your time from manual administrative tasks, allowing you to refocus on high-value, human-centric work.🔥 Next Video: Why Financial Advisers Sound the Same (And How to Stand Out)👉 Watch the Next Video Here: https://www.youtube.com/watch?v=tlKZ4ZR010oSubscribe for More Advisory Growth Content:Hit the subscribe button and the bell icon to learn how to scale your advisory firm through thought leadership and technology.Connect with Jon Cook:- LinkedIn: https://www.linkedin.com/in/keynotecontent- Work with Jon: https://www.keynotecontent.com/start===========================At Keynote Content, we help RIAs, broker-dealers, and advisory leaders speak with conviction and scale their message through thought leadership and technology.⏰ Timecodes ⏰00:00 - Standing Out in an AI-Driven World00:24 - Introducing the 3 Core Pillars for the Next 5 Years00:48 - Technology vs. The Irreplaceable Human Touch02:38 - Pillar 1: Your Message – Escaping "Invisible" Messaging04:13 - Pillar 2: Your Method – Creating Proprietary Frameworks06:44 - Pillar 3: Your Multiplier – AI Tech and Thought Leadership06:57 - The Agentic Advisor: Reclaiming 40% of Your Time09:07 - Scenarios: What Happens When You're Weak in One Pillar?11:10 - The Ultimate Accelerant: Thought Leadership#keynotecontent #joncook #AIforAdvisors 11:55
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLkdZN1JBT3hOYklN

Why Every Advisor Using AI Will Still Fail Without This

April 28, 2026 3:43 pm

How do you measure ROI from AI as a financial advisor? In the sixth video of the AI 101 for Advisors series, Jon Cook, founder of Keynote Content, shows you how to plan, measure, and confirm what ROI looks like for your firm within the first 30, 60, and 90 days.In this video, you will learn:* The three essential metrics every advisory leader must track to know for certain if their AI implementation is successful.* Why advisory firm leaders must ignore the temptation to measure revenue in the first 30 days and what two metrics you should focus on instead to build a reliable system.* How to calculate ROI for AI implementation with reclaimed time based on specific tasks rather than weekly estimates to see the true compounding effect of AI on your firm’s efficiency.* The "80% accuracy" bar for AI performance and how to use trust signals from clients and prospects to determine when it’s time to scale your AI systems or when you need to pivot.🔥 Next Video in the Series: The Rise of the Agentic Advisor👉 Watch the next video here: 🔔 Subscribe for More AI 101 for Advisors videos: Hit the subscribe button for the rest of the series and learn how to scale your advisory business through thought leadership and technology.Receipts & Mentions:* F2 Strategy's 2025 AI Trends Report - http://f2strategy.com/research/q2-2025-trend-report* MIT report: 95% of generative AI pilots at companies are failing - https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/* AI 101 for Advisors - Video 01: What IS AI? What ISN'T AI? Do Advisors Need to Use AI? - https://www.youtube.com/watch?v=Q8gNe65uG7g* AI 101 for Advisors - Video 02: Will AI Replace Advisors? - https://youtu.be/i3EsVNfmmSM* AI 101 for Advisors - Video 03: How to Create an AI Implementation Strategy for Your Advisory Firm - https://youtu.be/hX2f\_7pU6kM8* AI 101 for Advisors - Video 04: Setting AI Guardrails With Your Compliance Department - https://www.youtube.com/watch?v=E-3Vnj-5NKI* AI 101 for Advisors - Video 05: How to Train AI on Your Advisory Firm's Identity and IP - https://youtu.be/PSzh1Vgxi1g?si=lSVGWzLfhFVktD9J* AI 101 for Advisors - Video 06: Measuring ROI In the First 90 Days - https://www.youtube.com/watch?v=4NUoGKz-R-oConnect with Jon Cook:* LinkedIn: https://www.linkedin.com/in/keynotecontent* Work with Jon: https://www.keynotecontent.com/intake===========================At Keynote Content, we help RIAs, broker-dealers, and financial advisors speak with conviction and scale their message through thought leadership and technology.⏰ Timecodes ⏰00:00 - The ROI Gap in Advisory AI Implementation01:32 - Days 1-30: Prioritizing Accuracy and Trust Over Revenue01:54 - The Note-Taker Test: Comparing AI Output to Manual Notes02:35 - Defining Success: The 80% Accuracy Benchmark03:20 - Days 31-60: Reclaiming and Reinvesting Your Time04:08 - Calculating ROI per Task: The Compounding Effect05:23 - Days 61-90: Quality Control and Client Perception07:21 - The 3 Vital Metrics: Accuracy, Time Savings, and Trust Signals08:00 - When to Scale, Refine, or Cut Your Losses09:08 - How to Get Direct Help Implementing AI in Your Firm09:37 - Preview: The Future of the Agentic Advisor#keynotecontent #joncook #AIforAdvisors 10:15
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Most Advisors Measure AI Wrong (Here's What Actually Works) | AI 101 for Advisors, 06

April 20, 2026 3:55 pm

How do you use AI as a financial advisor without sounding generic, or even worse, like ChatGPT? Advisors who use AI the wrong way to market their business sound generic, uninspired, and unremarkable. That changes today. In the fifth video of the AI 101 for Advisors series, Jon Cook, founder of Keynote Content, shows you how to use the right pieces to train your AI system to create content that matches your firm's brand voice.In this video, you will learn:* Why generic AI platforms and prompts produce generic responses - and how to protect against sounding generic when using AI as a financial advisor* The most crucial document your advisory business needs to properly train your AI system on how you want to communicate* The four steps you need to take to create a customized AI setup that's trained to create content to match your advisory firm's brand identity, values, message, and methodology🔥 Next Video in the Series: How to Calculate ROI from Implementing AI as a Financial Advisor👉 Watch the next video here: Coming soon!🔔 Subscribe for More AI 101 for Advisors videos: Hit the subscribe button for the rest of the series and learn how to scale your advisory business through thought leadership and technology.Receipts & Mentions:* AI 101 for Advisors - Video 01: What IS AI? What ISN'T AI? Do Advisors Need to Use AI? - https://www.youtube.com/watch?v=Q8gNe65uG7g* AI 101 for Advisors - Video 02: Will AI Replace Advisors? - https://youtu.be/i3EsVNfmmSM* AI 101 for Advisors - Video 03: How to Create an AI Implementation Strategy for Your Advisory Firm - https://youtu.be/hX2f\_7pU6kM8* AI 101 for Advisors - Video 04: Setting AI Guardrails With Your Compliance Department - https://www.youtube.com/watch?v=E-3Vnj-5NKI* AI 101 for Advisors - Video 05: How to Train AI on Your Advisory Firm's Identity and IP - https://youtu.be/PSzh1Vgxi1g?si=lSVGWzLfhFVktD9J* AI 101 for Advisors - Video 06: Measuring ROI In the First 90 Days - https://www.youtube.com/watch?v=4NUoGKz-R-oConnect with Jon Cook:- LinkedIn: https://www.linkedin.com/in/keynotecontent- Work with Jon: https://www.keynotecontent.com/intake===========================At Keynote Content, we help advisors, practitioners, consultants, innovators, and founders speak with conviction and scale their message through thought leadership and technology.9⏰ Timecodes ⏰00:00 - AI for Financial Advisors: Standing Out in a Sea of Sameness00:40 - What Are the Dangers of Using Generic AI Content as a Financial Advisor01:54 - Case Study: Aligning AI Strategy with Audience Expectations304:01 - Protecting the 3 Pillars: Audience Trust, Message, and Methodology05:12 - Step 1: Defining AI Communication Use Cases for Your Advisory Firm06:33 - Step 2: Training AI on Your Firm’s Unique Brand Voice07:08 - Creating a Voice Guide: 5 to 10 Pitch-Perfect Writing Examples08:18 - Integrating Proprietary Planning Frameworks into AI Training09:11 - AI Data Security: Protecting Proprietary and Client Information09:48 - Step 3: Testing and Refining AI Outputs Against Firm Standards11:36 - Step 4: Tracking Engagement to Prevent Trust Erosion12:12 - Summary: Scaling Advisory Firms Through Technology13:54 - Next in Series: How to Measure ROI with AI#keynotecontent #joncook #AIforAdvisors 14:02
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Top Financial Advisors Train Their AI Using These 4 Steps | AI 101 for Advisors, 05

March 27, 2026 7:09 am

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