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

Most financial advisors I've met are stuck with outdated lead intake processes. Imagine getting prospect info, checking availability, and doing research automatically, saving you hours. That's one micro use case that can help you leverage AI for your advisory business. #AdvisoryBusiness #fintech #advisorgrowth #demandgen #Aiforadvisors #shorts 1:33
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLndrWnpJOXQ1YThr

Top Advisors Are Using AI This Way #shorts

December 1, 2025 1:43 pm

Financial advisors who integrate AI in the right processes will improve their book's appeal for future acquisition. #AIinFinance #FinancialAdvisors #FinTech #WealthManagement #AiforAdvisors #shorts 2:12
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLllfbXZxMzU2LXlN

Grow Your Advisor Book's Value With AI for Acquisition #shorts

November 25, 2025 10:18 am

Financial advisors who want to stand out more need to ditch using pre-approved content and start doing more public speaking. Whether it's a local association, luncheon, or even a town hall, public speaking is one of the fastest ways to grow trust as a financial advisor. #trustforinvestors #investortrust #advisorgrowth #AIadvisors #AIforadvisors #shorts 0:39
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLm1naExZaTRWVTRr

Advisors Need to Leverage Public Speaking #shorts

November 21, 2025 1:57 pm

Investors don't want generic content from their financial advisor - they want perspective. What's one of the best ways to stand out as an advisor? Speak with conviction, be clear about what you can say, and be willing to share your opinion. #trustforinvestors #investortrust #advisorgrowth #AIadvisors #AIforadvisors #shorts 1:25
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLjRSTG1YYlZtN1pR

Why Advisors Need to Share Perspective, Not Generic Content #shorts

November 19, 2025 1:40 pm

Want to stand out and build trust as a financial advisor? Follow these 3 steps from Jon Cook, founder of Keynote Content. #fintech #advisorgrowth #AIadvisors #AIforadvisors #shorts 0:31
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLkVsZEdpUVgzMmJN

How Do I Build Trust as a Financial Advisor? #shorts

November 18, 2025 1:46 pm

Investor trust in financial advisors is at an all-time low due to AI disruption, economic uncertainty, and confusing voices. Yet, some TikTok guru, 'stonk bro', or simply a less experienced, better-positioned financial advisor is packing your clients' inboxes and newsfeeds. They're catching your clients' attention for one key reason: They know how to nurture trust. Using AI in a smart, responsible way may be one of the best ways to build trust as a financial advisor. In today's video, Jon Cook, founder of Keynote Content, shares three steps to help you win investors' trust in an AI-saturated marketplace. You will learn: ✅ Why you need to ditch boilerplate, pre-approved content if you want to stand out as a financial advisor ✅ How to speak with conviction in a way that catches HNW investors' attention ✅ The #1 opportunity to scale your reach as a financial advisor with the right audience This may be the most significant moment in history to leverage technology to create a stronger impact with the right investors. How you choose to use AI as an advisor is about empowering your future, not replacing you or your team. 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 - Investors are tired of noisy, confusing voices and advisors all sounding the same. How do you stand out as a financial advisor with AI? By following the three key steps in this video from Jon Cook and Keynote Content. 00:38 - What are top financial advisors doing to stand out in their niche? They aren't churning out content, cold calling prospects, or buying massive lead lists. They're being clearer, not louder. 01:23 - What are some areas where AI won't replace financial advisors? Top advisors are using AI to augment trust, not synthesize it. 02:57 - How do you stand out as a financial advisor using AI? The first step to stand out as a financial advisor is to stop using pre-approved content. Boilerplate content from providers like Smarsh, FMG Suite, and content syndication farms for financial advisors is built for convenience, but the overall quality and effect actually undermine perceived authority for financial advisors in the eyes of high-net-worth investors. 06:08 - The second step to stand out as a financial advisor after ditching boilerplate content is to speak with conviction and share your exact perspective through organic content. This could be through videos, audio, emails, or social media posts. How do financial advisors create custom content that's Compliant? By using common sense parameters and going through your Compliance content review process, it's much easier and far more effective to create custom content. 09:15 - The third step to stand out as a financial advisor after you stop using boilerplate content is to leverage public speaking opportunities to get in front of the right audience. How do you get speaking opportunities as a financial advisor? Start by reaching out to local chapters of organizations or interest groups where your target investor type spends time. =========================== #keynotecontent #joncook 14:19
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLk9yN2VPdnZEOU80

How to Build Trust as a Financial Advisor In an AI World

October 22, 2025 10:12 am

J.D. Power projects that 46% of financial advisors will retire by 2035. For seasoned advisors considering succession or exit, today's AI systems directly impact future valuation. In today's video, Jon Cook, founder of Keynote Content, shares how financial advisors can leverage AI to: ✅ Reclaim time and eliminate bottlenecks with AI efficiency tools ✅ Strengthen trust with clients while adopting new technologies ✅ Make your practice more attractive and valuable when it’s time to exit If you’ve spent 20+ years building your practice, you deserve an exit that reflects the true value of your work. Watch next: The 7 Questions Every Advisor Must Ask Before Using AI → https://www.youtube.com/watch?v=LUz8TxkREaY Receipts: https://www.wealthmanagement.com/ibd-news/j-d-power-study-finds-46-of-financial-advisors-to-retire-by-2035 ➡️ Ready to rise above your industry 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 financial advisors are expected to retire by 2035? Approximately 46% of financial advisors are expected to retire by 2035, according to J.D. Power's 2025 U.S. Financial Advisor Satisfaction Study, released in July 2025. 01:08 – How is AI affecting older financial advisors? Do older financial advisors have a future with AI disruption? AI is reshaping the future of advisory firms. 03:52 - How many advisors are expected to leave the financial services space soon? Approximately 110,000 financial advisors are expected to exit the industry by 2035. The three biggest factors are AI technology disruption, aging into retirement, and self-directed account accessibility by retail investors. 05:00 – How do you use AI to increase operational efficiency as a financial advisor? Notetakers, CRM integration, and agentic workflows for financial advisors are only a few ways to improve margin gains for exit valuation. What are the best AI notetakers for financial advisors? Jump, FinMate, Zocks, Focal, and Fathom are some of the most popular AI notetakers for financial advisors. How do you integrate your AI notetaker with your CRM as a financial advisor? 06:26 - Having automated reporting allows your AI assistant to pull from your CRM and gives personalized insight about your prospects and investor clients as a financial advisor. 06:44 - AI can help advisors manage client workflows. Agentic workflows carry incredible potential to guide advisors through several redundant processes, including Lead Intake, Onboarding, Touchpoints, and Annual Review. 07:55 – What are the benefits of implementing AI inside your advisory business? It allows you to focus on what matters, such as building relationships and making memories. 08:44 - AI is a differentiator for Client Trust. Advisors in the Age of AI are often referred to as The Agentic Advisor. Pairing 20+ years of advisory experience with AI insights is unstoppable. Will AI replace financial advisors? AI cannot replace decades-old relationships, the power of human-to-human connection, or the ability to empathize with someone. 11:12 – How do you use AI to increase your exit valuation as a financial advisor? Every financial advisor will exit their business, whether that's by default or by design. There are three major benefits of implementing AI to grow your advisory book's valuation. 12:23 - The first benefit of implementing AI as a financial advisor is that it allows you to lead your clients to transition into new tech. We, as a society, are already using AI in many ways. 13:14 - The second benefit is that it guides your clients through this change ahead of time, underscored by your responsibility as a fiduciary. 14:15 - What's the best way to start using AI as a financial advisor? Choose one micro use case with a specific problem and work to solve that problem in as efficient a way as possible. 14:22 - The third benefit of incorporating AI as a financial advisor is increasing your book's appeal to potential buyers. Training clients to adopt change, meeting tech expectations, and focusing on what drives efficiency and efficacy will make your advisory book more attractive to prospective buyers as a financial advisor. =========================== #keynotecontent #joncook 19:32
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLmtPQm9VMGQ5cERB

Can Financial Advisors BOOST Their Exit Valuation with AI?

October 7, 2025 7:17 am

Discover how AI-powered micro-solutions can streamline workflows. It helps to securely collect, process, and transfer data to your calendar and CRM. Solve specific problems to optimize time, energy, and grow your advisory business more efficiently. #AIworkflows #fintech #advisorgrowth #AIadvisors #AIforadvisors #shorts 1:05
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLkFLazlzU1FDakhV

Financial Advisors and AI WorkFlows That Save Time #shorts

October 2, 2025 5:09 am

Advisors who want to use AI in their business often ask me, "Where's a good place to start?" Of course, I only recommend using integrations that your Compliance department approves. The good news is AI notetakers are highly effective and gaining popularity with advisors, and for good reason. Let's take it another step further... #AINotetaker #CRM #FinancialAdvisors #Wealthbox #Fathom #fintech #advisorgrowth #shorts 2:20
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLjVUYjd0SXdkTl9B

AI and Financial Advisors: Do This With Your AI Notetaker #shorts

October 1, 2025 8:19 am

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