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

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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Why Most RIA Firms are Invisible to AI Searches

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
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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

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: 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 - 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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Your Compliance Department Needs These AI Guardrails Right Now | 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/i3EsVNfmmSMConnect 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=OBAHE2BufFkAI 101 for Advisors - Video 01: What IS AI? What ISN'T AI? Do Advisors Need to Use AI? - https://www.youtube.com/watch?v=Q8gNe65uG7gAI 101 for Advisors - Video 02: Will AI Replace Advisors? - https://youtu.be/i3EsVNfmmSMAI 101 for Advisors - Video 03: How to Create an AI Implementation Strategy for Your Advisory Firm - https://youtu.be/hX2f_7pU6kM8AI 101 for Advisors - Video 04: Setting AI Guardrails With Your Compliance Department - https://www.youtube.com/watch?v=E-3Vnj-5NKIConnect 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-Advisors02:39 - Why Robo-Advisors Failed: The Need for Human Connection03:25 - Group 2: Advisors and the False Dichotomy03:48 - 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 AI05:37 - 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 Advisor07:52 - The Answer: AI-Empowered Advisors Will Replace Non-AI Advisors08:13 - Why AI Adoption is Necessary: Speed and Elevated Investor Expectations09:04 - The Rise of the Agentic Advisor09:37 - Two Types of Advisors Emerging on the Technology Spectrum10:53 - The Real Threat: Advisors Who Use AI Better Than You11:00 - How to Use AI to Become the Advisor Clients Choose11:34 - Summary and Call to Action - How to Work With Keynote Content12:10 - 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
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLmkzRXNWTmZtbVNN

Will AI Replace Advisors? Who Benefits from AI Replacing Advisors? | AI 101 for Advisors, 02

February 11, 2026 10:09 am

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