For human-first, AI-forward financial advisors
Advisor Story® helps RIAs, broker-dealers, and multi-advisor financial advisory leaders build the right stories, systems, and stages that protect trust.
What’s your staying power in an AI-saturated advisory space?
AI is the new table stakes in the financial advisory conversation. The firms that endure will be the ones with a clear message, AI-centric systems, and technology that multiplies your voice and relationships.
That’s where Advisor Story® enters the conversation.
advisors are expected to exit the industry by 2035.
of investors are using AI to find a new advisor.
of investors prefer advisors who actively use AI.
The advisory firms that thrive in an AI-forward world focus on three pillars.
A Highly Differentiated Brand Story
Can you speak about what you do from a deep-in-your-guts level of conviction? That’s the secret to standing out as an advisor.
Systems that Reinforce Your Client Relationships
Elevated, AI-powered processes that make your firm more responsive without sacrificing trust and connection.
Stages Where You Can Share Your Point of View
Human-sourced content from the screen and the stage that amplifies the exact perspective your ideal investors crave.
How Does Advisor Story® Work With Advisory Firms?
Advisor Story®
Brand messaging, market niche positioning, and AI search optimization for financial advisory firms.
- Clarify your message, positioning, and client transformation.
- Identify the differentiators that matter in a crowded market.
- Build targeted marketing and COI outreach around your point of view.
- Develop a proprietary client methodology that makes expertise repeatable.
Advisor Systems™
Human-first process development, AI roadmapping, and AI implementation for financial advisors.
- Map your investor clients’ life-cycle from lead intake through client exit.
- Implement workflows and agentic AI that solve real problems inside your firm.
- Develop the proper documentation for AI governance, including your AI policy.
- Optimize your tech stack to remove or replace unnecessary, ineffective, and wrong-fit subscriptions.
Advisor Stages™
Content strategy, development, and public speaking for financial advisors.
- Create an omnichannel strategy that amplifies your perspective.
- Identify the events where your ideal prospects are already listening.
- Develop speaker materials that present you as the expert in your niche.
- Develop your Signature Talk from blank page to applause on stage in less than 60 days.
Hi, I’m Jon Cook, Founder of Advisor Story®...
This is the part where I could tell you that I’ve contributed to TheStreet, MarketWatch, Advisor Perspectives, Proactive Advisor Magazine, and more. Let’s be honest: You don’t care unless it benefits your firm, and that’s good. What matters the most here and now is what your firm needs and how I can help you get there.
So, Are We the Right Fit to Work Together?
We’re likely the right fit if…
- You lead a multi-advisor RIA firm, or you’re an IAR, with full autonomy over your messaging and marketing decisions.
- You’re ready to invest in how you talk about your firm, why your work matters, and what makes your approach different.
- You’re generating at least $15,000/month, ideally $20,000+/month through your advisory firm. There are some exceptions, but we want to ensure you’re ready to accelerate what’s already working well.
- You’re interested, even eager, in using the latest technologies in a smart, responsible way to be at the forefront of your industry.
We’re likely not the right fit if…
- You don’t actually care about your clients. Being in your role carries tremendous responsibility. We only want to work with people who have a high give-a-darn factor.
- You don’t have full autonomy over your messaging and marketing decisions.
- You want a template, a prompt pack, or a plug-and-play solution that doesn’t require your involvement
- You’re looking for some magic pill to plug into your business without doing the necessary work.
- You’re brand-new in your space with limited experience, and you’re not generating at least $15,000/month in revenue yet.
Advisor U.
Your Front-Row Seat for How Top Human-First, AI-Forward Firms Are Growing
A searchable library of practical thinking on AI for financial advisors, firm positioning, and the systems that reinforce the human side of advisory work.
6 AI Policy Flaws That Will Fail Your Next SEC Exam And How to Fix Them
Is your Registered Investment Advisor (RIA) firm prepared for its next SEC exam? With the SEC explicitly prioritizing AI governance and policy documentation for Fiscal Year 2026 and beyond, having an incomplete AI policy, or worse, none at all, is an immediate compliance finding. In this video, Jon Cook, founder of Advisor Story…
Every Financial Advisor Needs AI Governance
How do you create an AI policy as an RIA Firm? What details should an AI policy include for your financial advisory firm? Reg S-P amendments and the SEC's recent emphasis on AI governance and regulatory guidelines are key reasons why every RIA firm should have a good AI usage policy. The question is how to build an AI policy tha…
Your Advisory Firm Will Fall Behind Without An Advisor OS
What is an Advisor Operating System (Advisor OS)? Financial advisors are often stuck context-switching between six to eight different tools, losing up to 40% of their time to low-value administrative tasks. While legacy CRMs and meeting assistants have served their purpose, a new shift toward a unified "Advisor Operating System"…
Which Financial Advisory Firms Are Best Positioned for AI Searches? #shorts
Which financial advisory firms are more likely to rank in AI searches? How do you rank in AI searches as a financial advisor? In this video, Jon Cook, founder of Keynote Content, shares which firms are better positioned for AI searches. Watch Next: How to Rank In AI Searches as a Financial Advisor: https://www.youtube.com/watch?…
RIA Firms Are Getting Left Behind by AI Search
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 th…
How to Rank In AI Searches as a Financial Advisor
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 fra…
The RIA guide to becoming visible in AI search
AI search is changing how prospects decide which advice to trust. Start with the language, proof, and point of view your firm already owns.
Turn your firm’s process into an AI-ready operating system
The best AI roadmap begins before the tool selection. Map the decisions, handoffs, and judgment that make your process worth improving.
Build a point of view that earns attention
A memorable firm is not louder by accident. It says something specific, useful, and repeatable enough for the right people to carry forward.
7 Takeaways from Working With 900 Public Speakers: How To Craft Your Message, Grow Your Speaking Business, and Get Out of Your Own Way
Key Takeaways: If you have an outreach plan, a sample video, a solid talk title with takeaways, and a great headshot, you’re ahead of most speakers. Imposter Syndrome happens from lack of familiarity with your…
Metaverse and Public Speaking: How to Leverage Virtual Reality for Optimal Audience Engagement
The Covid-19 pandemic shut down in-person events around the world. For professional speakers, their businesses came to a screeching halt with overnight lockdown orders in place. My phone and inbox were screaming for…
How to Get Booked on More Podcasts
Podcasts are hugely popular: there are over 850,000 active podcasts in the Apple podcast store now. There is a podcast for nearly every imaginable topic, and probably more than one podcast relating to your specific
The future belongs to human-first AI-forward firms ready to lead.
Ready to connect? Tell us what you’re building, where it’s stuck, and what you want the market to understand. We’ll come prepared.