3 Immediate AI Wins for Financial Advisors

Approximately 47% of Americans prefer to work with a financial advisor who understands and uses AI. So, what are the best AI wins for financial advisors to start implementing AI right now? How do you use AI to grow your advisory business? Where’s the best place to start with AI as an advisor? In this video, Jon Cook, founder of Keynote Content, shares three AI action steps any financial advisor can implement for fast, measurable ROI. Receipts: https://news.northwesternmutual.com/2... ➡️ Ready to rise above your industry using AI as a financial advisor? Take your first step here: https://www.keynotecontent.com/intake Subscribe for more videos on: AI for financial advisors Messaging strategy and market differentiation Scaling your influence with AI systems for advisors How to stand out as an advisor and connect with the right audience 🔔 Subscribe:    / @keynotecontent   =========================== At Keynote Content, we work with advisors, practitioners, consultants, innovators, and founders to help you speak with conviction and scale your message from the stage and screen in a smart, responsible way. =========================== Connect with Us! https://www.keynotecontent.com   / keynotecontent   https://www.x.com/keynotecontent   / keynotecontent     / keynotecontent   https://www.tiktok.com/@keynoteconten... =========================== QUESTION - Have a question about what Jon shared in the video? Post in the comments section to get answers. =========================== ⏰ Timecodes ⏰ 00:00 - What percentage of investors prefer to work with a financial advisor who uses AI? According to Northwestern Mutual's 2025 Planning & Progress Study, nearly half of Americans (47%) say they would actually prefer to work with a financial advisor who understands and uses AI to help their clients build financial security. 00:49 - What's the best way to use AI as an advisor right now? There are three easy ways to implement AI as a financial advisor. 01:50 - The first simple way to use AI as a financial advisor is to connect your AI notetaker to your CRM. What are good AI note takers for advisors? Jump, FinMate, Zocks, Focal, and Fathom are all good AI notetakers for financial advisors. What is an AI notetaker? How do I set up an AI notetaker as a financial advisor? 03:14 - Does Wealthbox have an AI meeting assistant? Wealthbox is introducing its AI notetaker and AI meeting assistant codenamed Project Althea in late 2025. 03:45 - How do you integrate your AI notetaker with your CRM as a financial advisor? What are the benefits of integrating your AI notetaker with your CRM as a financial advisor? 04:11 - The second simple way to start implementing AI as a financial advisor is to solve for specific use cases with micro solutions. How do you identify the right use cases for AI as a financial advisor? One example is having a truly AI agentic workflow for your lead intake through annual review client engagement experience for advisory firms. 05:57 - The third easy way to start using AI as a financial advisor is to invest in building an AI content ecosystem. What's a content ecosystem for financial advisors? How do you use AI to create content as an advisor? 06:07 - How do you differentiate yourself as an advisor with AI? By focusing on having a clear, compelling message built on your proprietary process, IP, origin story, and values. 07:06 - How do you build a content ecosystem as a financial advisor? You start by creating a custom AI assistant that serves as the central hub of your ecosystem. This AI assistant is trained on your intellectual property, proprietary process, custom Compliance-approved content, books, dinner seminars, training courses, and values. 07:35 - What can a custom AI content ecosystem do for financial advisors? AI can help advisors write email newsletters, LinkedIn posts, video scripts, and other pieces of content. The most important part is to use a custom AI assistant to generate your content as an advisor. =========================== This video is NOT sponsored. Some product 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