For Human-First, AI-Forward Financial Advisors

Advisor Story® empowers RIAs, broker-dealers, and financial advisory leaders to build the right stories, systems, and stages that protect trust.

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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.

0%+

of investors are using AI to find a new advisor.

Wealthtender

The advisory firms that thrive in an AI-forward world focus on three pillars.

01

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.

02

Systems that Reinforce Your Client Relationships

Elevated, AI-powered processes that make your firm more responsive without sacrificing trust and connection.

03

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.
Targeted outcome

Increase inbound qualified leads within the first 90 days of launching your new messaging.

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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.
Targeted outcome

Reclaim at least two hours of wasted time each week per advisor within the first 90 days of implementation.

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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.
Targeted outcome

Connect with at least one event planner for your exact audience within 90 days of implementation.

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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.

Read More of My Story
Jon Cook, founder of Advisor Story

Jon Cook / Founder, Advisor Story®

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 as an advisory leader.

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.
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Advisor U.

Our content library for human-first, AI-forward financial advisors

Practical insights on AI, advisory firm positioning, and the stories, systems, and stages that reinforce the human side of advisory work.

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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.

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