Most Advisors Measure AI Wrong (Here's What Actually Works) | AI 101 for Advisors, 06

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/q2-202... MIT report: 95% of generative AI pilots at companies are failing - https://fortune.com/2025/08/18/mit-re... AI 101 for Advisors - Video 01: What IS AI? What ISN'T AI? Do Advisors Need to Use AI? -    • RIA AI Adoption Rates Are Skyrocketing - I...   AI 101 for Advisors - Video 02: Will AI Replace Advisors? -    • Will AI Replace Advisors? Who Benefits fro...   AI 101 for Advisors - Video 03: How to Create an AI Implementation Strategy for Your Advisory Firm -    / hx2f  \_7pU6kM8 AI 101 for Advisors - Video 04: Setting AI Guardrails With Your Compliance Department -    • Your Compliance Department Needs These AI ...   AI 101 for Advisors - Video 05: How to Train AI on Your Advisory Firm's Identity and IP -    • Top Financial Advisors Train Their AI Usin...   AI 101 for Advisors - Video 06: Measuring ROI In the First 90 Days -    • Most Advisors Measure AI Wrong (Here's Wha...   Connect with Jon Cook: LinkedIn:   / 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 Implementation 01:32 - Days 1-30: Prioritizing Accuracy and Trust Over Revenue 01:54 - The Note-Taker Test: Comparing AI Output to Manual Notes 02:35 - Defining Success: The 80% Accuracy Benchmark 03:20 - Days 31-60: Reclaiming and Reinvesting Your Time 04:08 - Calculating ROI per Task: The Compounding Effect 05:23 - Days 61-90: Quality Control and Client Perception 07:21 - The 3 Vital Metrics: Accuracy, Time Savings, and Trust Signals 08:00 - When to Scale, Refine, or Cut Your Losses 09:08 - How to Get Direct Help Implementing AI in Your Firm 09:37 - Preview: The Future of the Agentic Advisor #keynotecontent #joncook #AIforAdvisors