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

What is Client Queries in Zocks, and how do you use it? Client Queries is Zocks' in-platform account intelligence that uses conversational AI search to show advisors hidden opportunities: held-away assets, overdue reviews, planning gaps, and more. In today's video, Jon Cook, founder of Advisor Story, demonstrates exactly how Zocks Client Queries works, from typing natural-language questions to surfacing matched clients, reviewing data sources, and taking action through your CRM.What you'll learn in this video:- How to ask conversational questions about your entire client book- Examples of high-value queries: held-away assets, overdue reviews, estate plan gaps, tax strategy opportunities, 401(k) rollovers, and more- How Zocks AI builds and maintains comprehensive client profiles across Wealthbox, Redtail, Salesforce, RightCapital, and other integrations- The difference between structured data queries (instant) and deep AI analysis (semantic search)- A full live demo: finding clients with overdue annual reviews and $250K+ in held-away assets- How to review match details and trace where Zocks sourced each data point- How to send matched clients to email automation or create CRM activities- How to use Zocks' recommended queries and schedule recurring searchesLearn more about Zocks Client Queries here: https://www.zocks.io/features/client-queriesSign up for your free trial of Zocks here: https://console.zocks.io/signupSchedule a demo with the Zocks team: https://www.zocks.io/book-your-demo - Tell them Jon Cook sent you.________________________________⏰ Timecodes ⏰00:00 - Hidden Opportunities in Your Firm's Data00:17 - What Is Zocks Client Queries?00:45 Example Questions Advisors Can Ask Client Queries with Zocks02:09 How Zocks AI Builds Client Profiles 03:01 Structured Data vs Deep AI Analysis for Zocks03:51 Sponsored by Zocks + Free Trial 04:12 Live Demo of Zocks Client Queries: Overdue Reviews & Held-Away Assets 05:11 Match Details in Client Queries: Where Zocks Found the Data05:41 Email Automation & CRM Integration with Zocks Client Queries06:46 Recommended Queries in Zocks07:22 Scheduling Recurring Client Queries inside Zocks 07:52 How to Schedule Your Demo of Zocks08:19 Next: Is AI Safe for Advisors?________________________________FAQ About Zocks Client Queries:What is Zocks Client Queries? Zocks Client Queries is a conversational AI search feature that lets financial advisors ask natural-language questions about their entire client book and instantly receive a prioritized list of matching clients, drawn from all connected data sources including CRM records, meeting notes, email threads, planning documents, and fact-finders.How does Zocks Client Queries work? Type a question (e.g., "Which clients have not had an annual review this year and have more than $250K in held-away assets?"), select your data sources, and Zocks searches every connected system (Wealthbox, Redtail, Salesforce, RightCapital, and more) to return matched clients in seconds. Straightforward queries pull from structured CRM fields instantly; deeper questions (like "Who mentioned an aging parent needing financial support?") trigger semantic AI analysis across unstructured data.What kinds of questions can advisors ask with Zocks Client Queries?* Which clients have a significant age milestone in the next 90 days and haven't been contacted in 12 months?* Who has a 401(k) with another provider that could be brought under management?* Which clients mentioned a major life change but haven't updated their estate plan?* Which clients have retirement accounts without a tax strategy in place?* Which clients are overdue for their annual review and hold $250K+ in held-away assets?Can you schedule recurring queries in Zocks? Yes. You can save a query, click Schedule Query, choose a frequency (daily, weekly, or monthly), and set how many results to return on each run.Does Zocks integrate with my CRM?Zocks integrates with Wealthbox, Redtail, Salesforce, RightCapital, HubSpot, and other popular advisor platforms. Matched clients can be pushed to email automation workflows or assigned as CRM activities directly from the query results.Subscribe for more videos about AI for financial advisors: https://www.youtube.com/@advisorstory?sub_confirmation=1About Jon Cook:Jon Cook is the founder of Advisor Story, a keynote speaker on AI for financial advisors, an author, YouTube host, and previously contributed to TheStreet, MarketWatch, Advisor Perspectives, Proactive Advisor Magazine, and Retirement Daily. 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 sponsored by Zocks.===========================#advisorstory #joncook 8:46
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I Tried Zocks Client Queries (This Changed Everything)

October 28, 2026 5:07 am

Jon Cook is the founder of Advisor Story, a top AI Keynote Speaker for Financial Advisors, author, and previously contributed to TheStreet, MarketWatch, Advisor Perspectives, and Proactive Advisor Magazine, among other advisor-focused publications. He's personally worked with close to 300 advisory firms, primarily RIAs, since 2018. Jon Cook regularly presents to audiences of financial professionals on the topics of AI implementation, AI governance, regulatory chances inside advisor tech, and how to use AI as a financial advisor to get ROI.If you're interested in booking Jon to speak at your next event for financial professionals, take your next step at https://advisorstory.com/speaking/.Connect with Jon Cook & Advisor Story:https://www.advisorstory.comhttps://www.linkedin.com/in/keynotecontent===========================#advisorstory #joncook 5:01
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Jon Cook Keynote Speaker AI for Financial Advisors - Sample Clip, October 2026

October 21, 2026 4:01 am

Slant CRM, winner of XPYN's 2026 AdviceTech Competition, is taking over the Advisor Operating System conversation. In this video, Jon Cook, founder of Advisor Story, sat down with Thomas Clawson, co-founder of Slant, to review the top questions and challenges advisors have with Slant CRM.What you'll learn:- Thomas Clawson breaks down the capabilities of Slant CRM and how it addresses common pain points advisors face when managing client relationships and data within an RIA CRM.- Why 2,000 advisors have switched to Slant (and which CRMs they're leaving)- How Slant CRM is built on the premise that Relationships Matter- Where Slant CRM is focused for the future of advisor tech⏰ Timecodes ⏰00:00 - Avoiding the Slop Grenade in Advisor Tech00:44 - The Power of Consolidation in CRM: Exploring how Slant CRM acts as a central system of record to reduce the need for multiple tools.01:40 - Relationships Matter: The Core Motto of Slant CRM03:24 - How Slant CRM Handles AI-Powered Meeting Prep and Context: Discussing Slant's chat-first interface and how AI uses various data points to enhance client meetings.04:47 - Eradicating Manual Data Entry With Slant: How AI automates data gathering and form filling to save time with Slant.07:12 - The Rapid Growth and User Adoption of Slant CRM: Slant's philosophy of prioritizing user feedback and human-centric service.08:56 - Slant's Market Expansion Within the Financial Industry: What types of firms are adopting Slant CRM? How is Slant continuously improving the migration experience from legacy CRMs like Wealthbox and Redtail?11:00 - Future Outlook and Product Philosophy for Slant: Thomas Clawson shares his perspective on building tasteful software and the commitment to long-term client success.Receipts (Stats & Facts Mentioned): - Sign up for your demo of Slant here: https://www.slant.app/- XYPN Live's 2026 AdviceTech Competition finalists: https://live.xyplanningnetwork.com/advice-tech-competition-2026Next Steps: Are you ready to make the switch to an AI-forward CRM, like Slant, for your advisory firm? Our Advisor Systems program offers AI implementation for RIA firms: https://advisorstory.com/advisor-systemsWatch Next: If your firm lacks an AI policy or hasn't updated it recently, watch our step-by-step guide on how to draft an AI policy for your firm: https://www.youtube.com/watch?v=SHVl29nAPAsSubscribe 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, a keynote speaker on AI for financial advisors, an author, YouTube host, and previously contributed to TheStreet, MarketWatch, Advisor Perspectives, Proactive Advisor Magazine, and Retirement Daily. 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 15:16
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Why Top Advisors Are Switching to This New CRM: Interview with Thomas Clawson, Slant CRM

October 5, 2026 4:09 pm

Is your Registered Investment Advisor (RIA) firm prepared for its next SEC exam? With the SEC explicitly prioritizing AI governance and policy documentation for Fiscal Year 2026 and beyond, having an incomplete AI policy, or worse, none at all, is an immediate compliance finding.In this video, Jon Cook, founder of Advisor Story, breaks down the six most common areas where RIA AI policies fall short and walks you through actionable steps to protect your firm, secure your client data, and align with recent regulatory changes.What You’ll Learn:+ The Non-Existent AI Policy: Why 85% of firms are currently vulnerable and what the SEC started prioritizing in their exams in Q3 2026.+ The Missing Tech Stack: How to build an approved platform list with explicit data classification levels and fast-track updates.+ AI Policies Without "Teeth": Why the SEC and FINRA will look for clear governance inside AI policies for RIA firms, which may include disciplinary action ladders and employee education.+ Reg S-P Amendment Adherence: Integrating the June 2026 Reg S-P amendments covering vendor vetting, incident response timelines, and breach notifications.+ Personal Devices: Establishing guardrails for staff, advisors, and partners on how and when, if ever, they're able to access firm data on personal hardware.+ Outdated Documentation: The critical importance of keeping your policy timestamped and signed firm-wide to protect against liability.⏰ Timecodes ⏰00:00 - Why does an RIA Firm need an AI policy? Every Registered Investment Advisor (RIA) firm needs a formalized artificial intelligence strategy based on the Securities and Exchange Commission's Fiscal Year 2026 Examination Priorities report, which states the SEC is prioritizing AI governance and documentation for RIA firms moving forward.00:31 - What are the most common AI Policy problems for RIA firms? There are six major problems that tend to show up in AI policies for RIA firms: the policy is incomplete or nonexistent, lack of specificity on approved AI platforms and use cases, lack of disciplinary action as outlined, lack of adherence in Reg S-P amendments, no personal device usage guardrails for RIA firm staff, and the policy is outdated.00:44 - Compliance and Legal Disclosures02:07 - Problem 1: The AI Policy Doesn’t Exist03:24 - Problem 2: Lack of Specificity on Approved Platforms and Use Cases05:06 - Problem 3: The Policy Lacks Teeth and Consequences06:12 - Problem 4: Missing Reg SP Amendments08:12 - Problem 5: Personal Device Usage Guardrails09:32 - Problem 6: The AI Policy Isn’t Up to Date10:47 - Next Steps: How to Create Your RIA AI PolicyPractical next steps for firms looking to draft or update their AI documentation in collaboration with legal counsel and internal compliance departments.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: If your firm lacks an AI policy or hasn't updated it recently, watch our step-by-step guide on how to draft an AI policy for your firm: https://www.youtube.com/watch?v=SHVl29nAPAsSubscribe 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, a keynote speaker on AI for financial advisors, an author, YouTube host, and previously contributed to TheStreet, MarketWatch, Advisor Perspectives, Proactive Advisor Magazine, and Retirement Daily. 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.keynotecontent.com/advisorshttps://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 #joncookDisclaimer: The information in this video is for perspective and educational purposes only and does not constitute legal or compliance advice. Always consult your legal representative or compliance authority before implementing new firm policies. 11:36
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6 AI Policy Flaws That Will Fail Your Next SEC Exam And How to Fix Them

August 19, 2026 11:00 pm

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 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, a keynote speaker on AI for financial advisors, an author, YouTube host, and previously contributed to TheStreet, MarketWatch, Advisor Perspectives, Proactive Advisor Magazine, and Retirement Daily. 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 10:47 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 Advisor Story, a keynote speaker on AI for financial advisors, an author, YouTube host, and previously contributed to TheStreet, MarketWatch, Advisor Perspectives, Proactive Advisor Magazine, and Retirement Daily. 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.keynotecontent.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 16:25
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Your Advisory Firm Will Fall Behind Without An Advisor OS

July 6, 2026 6:11 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 5:14 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 Advisor Story, 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://advisorstory.comSubscribe 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 10:56 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?At Advisor Story, 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 ContentNext Video: How Investors Are Finding Advisors Using AI Searches - Watch here: https://www.youtube.com/watch?v=A2fgxH0v0C0Subscribe for More Advisory Growth Content: https://www.youtube.com/@advisorstory?sub_confirmation=1About Jon Cook:Jon Cook is the founder of Advisor Story, a keynote speaker on AI for financial advisors, an author, YouTube host, and previously contributed to TheStreet, MarketWatch, Advisor Perspectives, Proactive Advisor Magazine, and Retirement Daily. 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.keynotecontent.com/advisorshttps://www.linkedin.com/in/keynotecontent#advisorstory #joncook 9:47
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How to Rank In AI Searches as a Financial Advisor

May 24, 2026 7:49 am

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