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

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 Connect 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 Sameness 00:40 - What Are the Dangers of Using Generic AI Content as a Financial Advisor 01:54 - Case Study: Aligning AI Strategy with Audience Expectations3 04:01 - Protecting the 3 Pillars: Audience Trust, Message, and Methodology 05:12 - Step 1: Defining AI Communication Use Cases for Your Advisory Firm 06:33 - Step 2: Training AI on Your Firm’s Unique Brand Voice 07:08 - Creating a Voice Guide: 5 to 10 Pitch-Perfect Writing Examples 08:18 - Integrating Proprietary Planning Frameworks into AI Training 09:11 - AI Data Security: Protecting Proprietary and Client Information 09:48 - Step 3: Testing and Refining AI Outputs Against Firm Standards 11:36 - Step 4: Tracking Engagement to Prevent Trust Erosion 12:12 - Summary: Scaling Advisory Firms Through Technology 13:54 - 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

The SEC is increasingly penalizing advisory groups for AI washing with fines ranging from $175,000 to millions of dollars. This regulatory risk is a primary reason many firms hesitate to implement AI. In the fourth video of the AI 101 for Advisors series, Jon Cook, founder of Keynote Content, provides three essential AI guardrails to help your firm avoid unnecessary fines and stay compliant while adopting new AI capabilities. In this video, you will learn: * Understanding AI Washing: Learn why the SEC is cracking down on misrepresentations of AI capabilities in financial services. * Vendor Due Diligence for Advisors When Implementing AI: The critical questions to ask vendors about SOC 2 reports, data security, and data ownership. * Creating a Usage Policy for Your Advisory Firm: How to document what AI can and cannot do in your firm to keep your compliance department satisfied. 🔥 Next Video in the Series: Protecting Your Message and Methodology as a Financial Advisor When Using AI 👉 Watch the next video here: https://youtu.be/PSzh1Vgxi1g 🔔 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: Protecting Your Message and Methodology - https://youtu.be/PSzh1Vgxi1g Connect 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 - Introduction: The risk of SEC fines for AI washing. 00:13 - Introduction of Jon Cook and Keynote Content. 00:17 - Overview of the AI 101 for Advisors series and the three compliance guardrails. 00:52 - Disclaimer: Consult with your specific regulatory representatives. 01:11 - What is AI washing and its impact on financial services? 02:11 - Identifying truly AI-driven strategies versus simple automations. 03:01 - Why advisory firms are getting flagged by the SEC about AI usage. 03:51 - Step 1: Work with your OSJ 60-90 days before deployment. 04:59 - Three critical questions to ask your tech lead. 05:54 - Step 2: Running vendor due diligence and understanding SOC 2 reports. 07:01 - Vendor questions regarding data security, usage, and ownership. 08:19 - Assessing vendor stability and breach notification policies. 09:05 - Step 3: Implementing an AI usage policy. 09:11 - Examples of internal AI use cases (transcription, scheduling, research). 09:41 - What AI cannot do: The "no-fly zones" for advisors. 09:58 - Ensuring human approval for client-facing communication. 10:35 - Recap of the three steps to stay compliant. 11:13 - Teaser for the next video: Protecting your voice and differentiation when implementing AI as a financial advisor. #keynotecontent #joncook #AIforAdvisors 11:43
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Setting AI Guardrails With Your Compliance Department | AI 101 for Advisors, 04

March 12, 2026 8:25 pm

What is the best way to start implementing AI in your advisory firm? Many firm leaders know they want to use AI, but they are often unsure where to begin. This drives advisors to implement AI by default rather than by design. This can cause firms to spend thousands of dollars without reclaiming any time due to a lack of coordination. In the third video of the AI 101 for Advisors series, Jon Cook, founder of Keynote Content, outlines a four-step framework for creating an implementation strategy, or 'roadmap', for your advisory firm. This top-down strategy is designed to increase your firm's chances of success when implementing new technologies. In this video, you will learn: + The four simple steps to create an AI implementation strategy for advisors + The two costs of not implementing AI with a good strategy as an advisory firm + The types of AI use cases that advisors need to prioritize 🔥 Next Video in the Series: How to Work With Your Compliance Department and Building Guard Rails for AI 👉 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: - The Four Quadrants of Work for a Financial Advisor and How to Escape Quadrant 3 Using AI: https://www.youtube.com/watch?v=OBAHE2BufFk - 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 Connect 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. ⏰ Timecodes ⏰ 00:00 - Introduction: What's the best way to start implementing AI in your advisory firm? 00:09 - Overview of the four simple steps for an implementation strategy. 00:18 - Introduction of Jon Cook and Keynote Content. 00:28 - Review of the first two videos in the AI 101 for Advisors series. 00:42 - The problem with advisors implementing AI by default, not by design. 01:16 - Examples of advisors implementing AI by default without coordination. 01:53 - What are the consequences of implementing AI without a clearly defined strategy? 02:30 - What does a good AI roadmap for advisory firms look like, and what is the four-step framework? 02:41 - Step 1: Define your firm's current reality. 02:54 - Auditing three critical areas: operations, staffing, and your technology stack. 03:11 - Tracking where advisors spend their time. 03:21 - The average advisor spends 40% of their time on operational work (Quadrant 3 tasks). 04:03 - Auditing your tech stack and three questions to ask about each product. 04:51 - Efficiency is lost when tools don't communicate. 05:25 - Step 2: Map your friction points. 05:35 - Asking advisors where they are most frustrated. 06:14 - Frequent frustrations for advisors: manually typing notes and chasing signatures. 06:40 - Friction points are AI opportunities. 06:45 - AI implementation is a people decision, not a tech decision. 07:23 - Step 3: Finding your champions and your cautionaries. 07:31 - Defining "champions" as advocates for AI adoption. 08:21 - Defining "cautionaries" as those resistant to implementing AI. 08:52 - Addressing the cautionaries' concern about AI replacing them. 09:29 - The cost of standing still and not implementing new technologies. 09:37 - First cost: the relational cost (e.g., friction between advisors using note-takers and those who are not). 10:23 - Second cost: opportunity cost (e.g., spending time on manual data entry instead of growth opportunities). 12:02 - Step 4: Prioritize implementing one high-impact workflow at a time. 12:33 - Choosing the right workflow based on impact and complexity. 12:47 - Recommending starting where impact is high and complexity is low. 12:53 - Example: Integrating an AI note-taker with your CRM (Wealthbox). 13:40 - Other high-impact, low-complexity use cases: meeting prep automation and document collection. 13:55 - Next focus: high-impact, high-complexity use cases (e.g., client onboarding, annual review automations). 14:20 - Skipping low-impact opportunities. 14:41 - The importance of having documented AI systems for selling your practice (McKenzie report on advisor exit by 2035). 15:24 - Teaser for the next video: working with compliance and building guard rails. #keynotecontent #joncook #AIforAdvisors 15:56
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The Advisory Firm's AI Roadmap: From Chaos to ROI | AI 101 for Advisors, 03

February 26, 2026 3:18 pm

Will AI replace advisors? A quick scroll of YouTube or any other platform shows a divided crowd. Many videos claim, "Advisors are doomed!" while others say advisors will never be replaced. What's the real answer? More importantly, who benefits from that answer on either side? In the second video of the AI 101 for Advisors series, Jon Cook, founder of Keynote Content, digs into the two crowds who are asking this question, what the future for advisors can look like, and the answer that will give you greater clarity and conviction to do great work as an advisor. In this video, you will learn: + Why the premise of the question "Will AI replace advisors?" is a "false dichotomy". + How the history of robo-advisors (and their eventual failure) proves that clients want human connection for complex decisions. + The two parts of an advisor's role that can be freed and empowered with AI to better serve clients without losing human connection. 🔥 Next Video in the Series: How to Create an AI Implementation Strategy for Your Advisory Firm - 4 Steps to Using AI as a Financial Advisor 👉 Watch the next video here: https://youtu.be/hX2f_7pU6kM8 🔔 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: - The Four Quadrants of Work for a Financial Advisor and How to Escape Quadrant 3 Using AI: https://www.youtube.com/watch?v=OBAHE2BufFk 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 Connect 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. =========================== ⏰ Timecodes ⏰ 00:00 - Introduction: Will AI Replace Financial Advisors? 00:34 - Who is Asking the Question, "Will AI Replace Advisors?" 01:18 - Group 1: Non-Advisor Stakeholders (Tech Vendors, Broker-Dealers, Custodians) 01:47 - The History and Failure of Robo-Advisors 02:39 - Why Robo-Advisors Failed: The Need for Human Connection 03:25 - Group 2: Advisors and the False Dichotomy 03:48 - Which Parts of Advisory Work Should Be Replaced by AI? 04:52 - The Three Types of AI for Financial Advisors: Work AI, Think AI, and Create AI 05:37 - Reclaiming Time with AI: Moving Beyond "Busy Work" 06:13 - The Advisor's Existential Question: "Will My Work Still Matter?" 06:36 - The Irreplaceable Relational Role of the Advisor 07:52 - The Answer: AI-Empowered Advisors Will Replace Non-AI Advisors 08:13 - Why AI Adoption is Necessary: Speed and Elevated Investor Expectations 09:04 - The Rise of the Agentic Advisor 09:37 - Two Types of Advisors Emerging on the Technology Spectrum 10:53 - The Real Threat: Advisors Who Use AI Better Than You 11:00 - How to Use AI to Become the Advisor Clients Choose 11:34 - Summary and Call to Action - How to Work With Keynote Content 12:10 - Next Video: How to Create an AI Implementation Strategy for Your Advisory Firm (Teaser for the next video in the series) =========================== #keynotecontent #joncook #AIforAdvisors #Fintech 12:37
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Will AI Replace Advisors? Who Benefits from AI Replacing Advisors? | AI 101 for Advisors, 02

February 11, 2026 10:09 am

Public speaking is one of the best ways to grow your business as a financial advisor. When you step on stage, 3 things instantly happen with your audience. =========================== Subscribe to Keynote Content here: https://www.youtube.com/@keynotecontent?sub_confirmation=1 =========================== Connect with Us! =========================== https://www.keynotecontent.com https://www.linkedin.com/in/keynotecontent https://twitter.com/keynotecontent https://instagram.com/keynotecontent https://www.tiktok.com/@keynotecontent?lang=en =========================== QUESTION - Have a question about using public speaking as a financial advisor? Post in the comments section of this video! =========================== At Keynote Content, we work with financial advisors to help you speak with conviction and scale your message through thought leadership and technology. #shorts 0:54
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLm1jNG1oQWhWSXNR

3 Ways Live Speaking Builds Trust for Advisors #shorts

February 5, 2026 6:47 am

What is AI? What isn't AI? More importantly, how can you use AI to grow your advisory business? 95% of RIA firms are using AI, and 82% already have formal AI policies in place. While most advisory firms have adopted some AI, many advisors are still wasting time deploying it in the wrong places. In this first video of the AI 101 for Advisors series, Jon Cook, founder of Keynote Content, breaks down the critical difference between AI and automation and introduces a framework for strategically evaluating and deploying AI in your advisory practice. Learn how successful advisors are moving past the question, "Should we use AI?" to asking, "What are we trying to solve?" In this video, you will learn: - The State of AI Adoption for Financial Advisors - What's the difference between Automations and AI? - The 3 Main Types of AI for Your Firm’s Tech Stack - What's the Long-Term Value of Using AI as a Financial Advisor? 🔥 Next Video in the Series: Will AI replace financial advisors? Addressing the fear, the reality, and what it means for your practice. 👉 Watch the next video here: https://youtu.be/i3EsVNfmmSM 🔔 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: - The Four Quadrants of Work for a Financial Advisor and How to Escape Quadrant 3 Using AI: https://www.youtube.com/watch?v=OBAHE2BufFk - F2 Strategies 2025 AI Trends Report: https://www.wealthsolutionsreport.com/f2-report-ai-use-grew-23-since-2023-among-wealth-management-firms/ - Schwab 2025 RIA Benchmarking Study: https://advisorservices.schwab.com/resource/ria-benchmarking-study-insights-2025 Connect 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 from stage and screen. =========================== ⏰ Timecodes ⏰ 00:00 - AI for RIAs: 95% Adoption Rate Among Advisory Firms (Focus on statistics and adoption rates in the RIA/Advisory space) 00:22 - Introducing AI 101 for Financial Advisors hosted by Jon Cook, founder of Keynote Content 00:50 - Why Do Financial Advisors Need to Use AI? What are the Adoption Rates and ROI for using AI as a Financial Advisor? (Discusses why adoption matters and the need for ROI on technology investments) 01:12 - The State of AI Adoption in Advisory Firms: Data from F2 Strategies and Schwab (Cites specific reports and statistics on how many firms are using AI) 01:44 - Where U.S. Advisory Firms Are Deploying AI: Admin, Marketing, and Client Correspondence (Details the specific uses of AI in an advisory firm's operations) 01:58 - How Many Advisory Firms Have Formal AI Policies? (82% Have Them\!): A US-based Trend (Focuses on the high percentage of firms with formal AI policies) 02:13 - Getting Ahead of the Competition: Moving Past "Should We Use AI?" in the Financial Sector (Focuses on strategic deployment of AI vs. simply having the tools) 02:56 - AI vs. Automation for Financial Advisors: What's the Difference for Advisory Practices? (Explains the core distinction: fixed rules vs. learning and adapting to context) 04:02 - Most Advisors Need Solid Automation with AI Capabilities in Their Practice (Focuses on the need for a blended approach: automation for repetitive tasks, AI for context) 04:31 - The 3 Main Types of AI for Financial Advisors: Work, Think, and Create (Introduces the core framework for evaluating AI tools) 04:54 - Work AI for Financial Advisors: Eliminating Quadrant 3 Administrative Tasks (Details the function of Work AI: note-takers, scheduling, document collection, and reclaiming time) 06:40 - Think AI for Advisory Practices: Portfolio Optimization and Strategic Insights (Details the function of Think AI: risk modeling, client segmentation, and planning software for better decisions) 07:26 - Create AI for Financial Communication: Scaling Your Unique Voice with Generative Content as a Financial Advisor (Details the function of Create AI: drafting emails, social media posts, and training AI on proprietary methodology) 08:56 - Using the Work, Think, Create Framework to Evaluate AI Tools for Your Firm (Instructions on how to practically apply the 3-category framework) 10:17 - The Long-Term Goal of AI for Advisors: Building Industry Authority and Differentiation (Connects AI deployment back to high-level business goals) 11:08 - AI and Your Firm's Valuation: Signaling Operational Maturity to Future Buyers (Explains how AI systems demonstrate scalability and can command higher exit valuations) 11:59 - Next Video: Will AI Replace Financial Advisors? (Teaser for the next video in the series) =========================== #keynotecontent #joncook #RIA #AIforAdvisors #Fintech #ScalingYourPractice 12:27
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RIA AI Adoption Rates Are Skyrocketing - Is Your Firm Getting Left Behind? | AI 101 for Advisors, 01

February 4, 2026 5:46 pm

What's the best way to implement AI as an RIA leader? The conversation around AI is everywhere, but the challenge is that advisors and admins are still buried in manual, time-consuming work. In this video, Jon Cook, founder of Keynote Content, reveals the three fastest, most impactful AI wins for RIAs right now to reclaim hundreds, if not thousands, of hours every year. You will learn how to: ✅ Modernize your operations as an RIA firm using AI... ✅ Increase your overall enterprise value... ✅ Achieve a return on investment (ROI) within 30 days... And all without replacing a single advisor or admin. One of these wins alone could save your firm over $200,000 annually for an investment of less than $15,000. Watch next: The 7 Questions Every Advisor Must Ask Before Using AI → https://www.youtube.com/watch?v=LUz8TxkREaY ➡️ Ready to rise above your industry as a financial advisor using AI? https://www.keynotecontent.com/intake 🔔 Subscribe: https://www.youtube.com/@keynotecontent =========================== At Keynote Content, we help advisors, practitioners, consultants, innovators, and founders speak with conviction and scale their message from stage and screen. =========================== Connect with Us! https://www.keynotecontent.com https://www.linkedin.com/in/keynotecontent https://www.x.com/keynotecontent https://www.instagram.com/keynotecontent https://www.facebook.com/keynotecontent https://www.tiktok.com/@keynotecontent?lang=en =========================== ⏰ Timecodes ⏰ 00:00 - Introduction: The AI Squeeze for RIA Leaders - What are the top questions RIA leaders are facing with AI? 01:26 - The Hidden Cost of Operational Drag - How much is manual work costing RIA firms? 02:49 - Win #1: Integrate Your AI Note Taker with Your CRM - What's the best AI notetaker for RIAs? Jump vs. FinMate vs. Zocks vs. Focal - these are four of the most popular AI notetakers for independent advisors. 04:56 - The Value of CRM Integration: Reclaimed Capacity, Clean Data, Automated Workflows, and Increased Valuation - What's the value of integrating your CRM with your AI notetaker as a financial advisor? 06:50 - Win #2: Automate One Advisor Workflow at a Time - What's the best way to start implementing AI as an RIA leader? Start with one defined micro use case, solve that with an AI-empowered workflow. 08:54 - Agentic AI: The Next Evolution of Automation - What is agentic AI? Do financial advisors need AI or just automations? How is agentic AI different from automations? Agentic AI is an autonomous, learning program deployed to act within certain guardrails inside your advisory firm. Automations are passively triggered sequences that often rely on human interaction to work. 10:28 - The Strategic Approach to Workflow Automation - How can financial advisors use AI to better streamline their business operations? Advisors can leverage AI to handle many of the manual tasks that are typically time-consuming, repetitive, and lower-value opportunities. 11:47 - Win #3: Use AI to Facilitate Message Consistency - How can AI help advisors better market their business? An AI Content Ecosystem, such as ones built by Keynote Content, can provide more customized content at scale that is more consistent your advisory firm's brand voice, tone, and style. That content can be turned into audio and video content that reflects your brand presence as a firm. 12:58 - How to Define Your Core Message and Train Your Custom AI System - An AI Content Ecosystem needs to be trained on your advisory firm's exact core values, IP, books, seminar content, training courses, website content, and other key details to consistently produce high-quality content that aligns with your desired brand voice. It's best to start by defining your core message, market differentiation, and what matters to your clients and your firm before creating a custom AI Content Ecosystem. 14:55 - Summary of the 3 Fastest Wins for RIA Leaders 15:44 - Next Steps: Connect with Keynote Content - What does Keynote Content do for financial advisors? =========================== #keynotecontent #joncook Receipts: - https://www.docupace.com/blog/optimizing-how-financial-advisors-spend-their-time/ 16:58
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3 Ways RIA Leaders are Winning With AI - Why Top RIA Firms Are All In on AI Right Now

January 27, 2026 10:09 am

The average financial advisor spends 40% of their time in Quadrant 3 work, rather than leveraging thought leadership and technology. In this video, Jon Cook, founder of Keynote Content, shows advisory leaders how to escape Quadrant 3, reclaim time for building thought leadership, and build the practice you want. You will learn: ✅ The 4 Quadrants of Advisory Work - and where advisors typically get stuck ✅ How to leverage AI-driven workflows to escape the minutiae and be more strategic with your message and methodology. ✅ A simple, fast way to identify the tasks consuming 40+% of your time as an advisor. Watch next: The 7 Questions Every Advisor Must Ask Before Using AI → https://www.youtube.com/watch?v=LUz8TxkREaY ➡️ Ready to rise above your industry as a financial advisor using AI? https://www.keynotecontent.com/intake 🔔 Subscribe: https://www.youtube.com/@keynotecontent =========================== At Keynote Content, we help advisors, practitioners, consultants, innovators, and founders speak with conviction and scale their message from stage and screen. =========================== Connect with Us! https://www.keynotecontent.com https://www.linkedin.com/in/keynotecontent https://www.x.com/keynotecontent https://www.instagram.com/keynotecontent https://www.facebook.com/keynotecontent https://www.tiktok.com/@keynotecontent?lang=en =========================== ⏰ Timecodes ⏰ 00:00 - What percentage of the average financial advisor's time is spent on manual tasks? According to multiple reports by Docupace, Investipal, and Michael Kitces, the average financial advisor typically spends at least 40% of their time on manual or administrative tasks. 02:30 - How does the average financial advisor spend their time? There are four quadrants where financial advisors tend to spend their time. Visualize a standard 2x2 grid with an x-y axis. On the left end of the x (horizontal) axis is Analog (human-centric) work. On the right end of the x axis is Agentic (technology-centric) work. For the y (vertical) axis, the bottom end of the y axis is Operational (task-based) work whil the top end of the y axis is Strategic (high-value) work. Quadrant 1 (upper-left) is Analog + Strategic, Quadrant 2 (upper-right) is Agentic + Strategic, Quadrant 3 (bottom-left) is Analog + Operational, and Quadrant 4 (bottom-right) is Agentic + Operational. 04:38 - What is the most valuable work for Financial Advisors? The highest value work for financial advisors is typically found in Quadrant 1 (Analog + Strategic). This is human-focused interactions, such as client meetings, calls, crisis management, legacy conversations, mentoring, educating, and leading. 06:00 - What is the most strategic way for advisors to leverage AI? Quadrant 2 (Agentic + Strategic) is where financial advisors can often leverage AI to create the greatest value for their clients. AI-empowered systems and programs, such as scenario modeling, portfolio management, market research, and planning, can identify opportunities and details that a human advisor might easily miss. 07:36 - Where do financial advisors waste the most time? Financial advisors typically spend 40-60% of their time in Quadrant 3 (Analog + Operational) doing manual tasks, such as data entry, CRM updates, and document completion. 08:50 - How much are manual tasks costing financial advisors in lost productivity? The average financial advisor spends 40% of their time doing administrative tasks that could easily be automated, if not fully delegated to agentic AI systems. 09:43 - What's the best way for financial advisors to be more productive? Often, the best way for advisors to be more productive is to leverage AI to automate, if not fully delegate, manual tasks, specifically administrative work. 13:18 - How can advisors automate manual tasks with AI? There are four main steps for automating manual tasks using AI as a financial advisor. Step 1: Audit your time. Step 2: Identify which Quadrant 3 tasks you can move into Quadrant 4 using automations and agentic AI capabilities. Step 3: Implement changes one at a time. Step 4: Reinvest your lost time from Quadrant 3 into Quadrant 1 opportunities, such as mentoring more junior advisors, sharing thought leadership, connecting with more clients and prospects, and building better strategic partnerships with COIs. 16:50 - Financial advisors shouldn't automate every part of their roles. 18:15 - What's the value of implementing AI as a financial advisor? It reclaims lost productivity, grows your business, and increases your exit valuation. =========================== #keynotecontent #joncook Receipts: - https://www.docupace.com/blog/optimizing-how-financial-advisors-spend-their-time/ 22:51
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Why Advisors Are Losing 40% of Their Day - AI Solves THIS

January 20, 2026 9:17 pm

What happens when more advisors use the same AI tools? There's a massive shift in market attention. How do advisors continue reaching the right audience? By speaking with conviction! The greatest differentiators for financial advisors will be a combination of leveraging AI for operational efficiency and embodying a powerful message for the right group of investors. #FinancialAdvisors #fintech #AIforadvisors #advisorAI #AIadvisors #AIinFinance #shorts 0:57
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Advisor Differentiation In an AI World #shorts

December 17, 2025 4:18 pm

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