Your Audience doesn’t have time for cute stories and theories.
They deserve real, practical insight to drive Results.
That starts with jon Cook.
Meet Jon Cook, Keynote Speaker on AI for Financial Advisors
TRENDING TALK
Hi, I’m Jon Cook!
Jon Cook is the founder of Keynote Content® and the creator of Advisor Story®, the Neurempathy Symbiotic Messaging Approach™, and the Expert Elevation Method™. He’s worked with close to 300 financial advisors and their teams since 2018, helping fiduciaries stand out as preeminent experts in their space. Jon also contributes to TheStreet, MarketWatch, Retirement Daily, and Proactive Advisor Magazine. His YouTube channel may be found at youtube.com/@keynotecontent. He is a student of behavioral neuroscience, an author, speaker, and YouTube host, but his favorite byline is husband and dad.
SPEAKING SAMPLES
Featured Talk Topics
TRENDING TALK
The future of AI and Financial Advisors
Approximately 50% of financial advisors will exit the industry by 2035. AI integration and technology shifts are one of the leading reasons. Savvy, relationship-driven advisors have a generational opportunity to leverage AI to better serve audiences of investors. In this talk, Jon Cook, founder of Keynote Content®, shares key concepts, ideas, and what’s working with AI for advisors and growing your book and firm.
KEY TAKEAWAYS:
- Advisors who don’t have a solid plan for integrating AI into their businesses will face extinction within the next 12 months.
- The #1 hire your advisory firm will make in the next five years likely won’t carry any designations.
- 25% of investors seeking a new advisor in 2026 are using AI for their search – and if your firm isn’t positioned for AI searches, you’re invisible to 1/4 of your prospects.
- 95% of RIA firms claim they’re using AI, but what are only 5% of AI pilots producing positive ROI?
TRENDING TALK
3 Pillars of Advisory Growth (And Why You’re Invisible If You Miss Any of These)
Your prospects don’t care about your credentials, your firm’s size, your origin story, or even your core values. They care about three key factors when considering your firm. In this talk, Jon Cook, founder of Keynote Content®, shares the three core pillars every advisory firm needs to thrive in an AI-forward world.
KEY TAKEAWAYS:
- Differentiating yourself as a true expert in your advisory niche is one of the best investments you will ever make in your firm.
- Most advisors, especially RIAs and fully autonomous IARs, don’t truly understand their investor archetype.
- Your prospects and clients already expect to interact with you the same way they interact with their favorite AI platform.
- Judgment and discretion are two intentionally unscalable values in advisory firms for a reason.
The Rise of the Agentic Advisor: Why Human-First Firms Will Win With Ai
Multi-tiered AI agents are poised to fulfill most, if not all, admin work for advisory businesses by 2035. How can advisors streamline their operations while preserving the process, relationships, and connections vital to fiduciary work? In this talk, Jon Cook, founder of Keynote Content®, shares the latest advancements in agentic AI for advisors, what they mean for the future of financial professionals, and the right questions and steps to better protect the advisor-investor relationship.
KEY TAKEAWAYS:
- Approximately 110,000 advisors are expected to exit by 2035. Technology disruption, specifically AI, is the second-leading cause.
- AI agents will team with human admins and advisors in the near future for hybrid efficiency.
- Outdated, inefficient workflows must be streamlined to meet elevated investor expectations.
- Data ownership, security, and multi-level hierarchy are crucial for advisors moving forward.
Audiences and Event planners love Jon…
“Jon Cook’s extraordinary insight was worth far more than any other branding or consulting firm that wanted over $50,000 to coach me.””
“If you are looking for actionable, insightful, and practical content insight, Jon is your man. He did a great job of understanding our audience and making sure his presentation catered to them. Everyone walked away with a ‘to-do’ list of items to put into practice in their businesses. I highly recommend Jon!”
