Speak With Conviction.

Scale Your Message
In a Smart, Responsible Way.

At Keynote Content®, we help RIAs, broker-dealers, and multi-advisor financial advisory firms speak with conviction and scale their message through thought leadership and technology.

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You’re Not Just Competing With Other Humans Anymore.

AI has leveled the playing field once again by offering unfathomable access, capacity, and reach. It’s also adding an obscene amount of noise.

Advisors are fighting to stand out from:

  • Pre-approved, vanilla-sounding content that even your mother doesn’t read.
  • Algorithm-appeasing soundbites that serve nobody but Lord Zuckerberg’s data farms.
  • An army of ‘fin-fluencers’ raving about ‘stonks’, crypto, or whatever else they want with zero accountability – and some of them aren’t even human!
  • Untrained AI engines that churn out ‘content confetti’ faster than the truth can catch up.

It Doesn’t Have to be This Way.

Your Message Deserves to Reach the Right Group of Investors for the Right Reasons Without Apology.

Most advisors, especially smaller RIA firms and IARs, struggle to clearly articulate what they truly do and why it matters.

That’s what we fix for good. At Keynote Content, you get:

  • Strategic messaging rooted in behavioral neuroscience and actionable empathy.
  • Your expert voice translated across platforms.
  • Differentiation that feels natural, not some shtick or marketing gimmick.
  • AI tools trained on your voice, values, process, and brilliance.

We Help you say What Humans Want to Hear – Then Scale It Using AI.

GREETINGS

Hi, Jon Cook Here, Founder of Keynote Content®.

We are living in one of the greatest moments in human history. You have all the power you need in this pixel-packed device you’re staring at to reach more people than any of your ancestors.

Your everyday reality is your great-grandfather’s wildest dreams come true – and this is YOUR moment.

The marketing and business development game for advisors is completely different thanks to AI. While others in the industry may be scrambling for more prompts and asking ChatGPT to redo their brand messaging, you’re on the hunt for real answers.

What’s the best way to use AI and other key opportunities to grow your business today? And, who can you trust to make that happen?

The Answer Is Keynote Content®.

WORK WITH US

What We can offer you…

ADVISOR STORY®: Market Positioning & Message Development for advisors to Help You Stand Out as a Preeminent Expert and build your Authority

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AGENTIC ADvisor™: AI Roadmapping and Workflow Implementation to help optimize and scale your practice with your message at the core

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SIGNATURE TALK development FOR PUBLIC SPEAKers - Go From Blank Page to Applause on Stage in 60 Days or Less without sounding like a robot

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SUCCESS STORIES

Oh, Look – Here’s Some Street Cred…

Average Client ROI

Trusted Clients

%

Average Revenue Increase

Advisors Served

Industries Served

Speakers Served

SEE MORE RESULTS

So, Are We the Right Fit to Work Together?

We're Likely the Right Fit IF...

  • You lead a multi-advisor RIA or IAR firm with full autonomy over your messaging and marketing decisions.
  • You’re ready to invest in how you talk about your work, why it matters, and what makes you, your firm, and your approach different.
  • You’re generating at least $15,000/month, ideally $20,000+/month through advisory, consulting, and/or expertise services. There are some exceptions, but we want to ensure you’re ready to accelerate what’s already working well.
  • You’re comfortable, even eager to leverage 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, and we only want to work with people who care.
  • 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.
WORK WITH US

What Makes Us Different

We are the Best We Know at Helping You as a Financial Advisor Stand Out as a Preeminent Expert and Elevate Your Impact By Combining Behavioral Neuroscience and Empathetic Messaging Powered By AI.

WORK WITH US
SEE OUR PROCESS

FROM KEYNOTE U.

Watch Our Latest VIDEOs

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/q2-2025-trend-report* MIT report: 95% of generative AI pilots at companies are failing - https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/* AI 101 for Advisors - Video 01: What IS AI? What ISN'T AI? Do Advisors Need to Use AI? - https://www.youtube.com/watch?v=Q8gNe65uG7g* AI 101 for Advisors - Video 02: Will AI Replace Advisors? - https://youtu.be/i3EsVNfmmSM* AI 101 for Advisors - Video 03: How to Create an AI Implementation Strategy for Your Advisory Firm - https://youtu.be/hX2f\_7pU6kM8* AI 101 for Advisors - Video 04: Setting AI Guardrails With Your Compliance Department - https://www.youtube.com/watch?v=E-3Vnj-5NKI* AI 101 for Advisors - Video 05: How to Train AI on Your Advisory Firm's Identity and IP - https://youtu.be/PSzh1Vgxi1g?si=lSVGWzLfhFVktD9J* AI 101 for Advisors - Video 06: Measuring ROI In the First 90 Days - https://www.youtube.com/watch?v=4NUoGKz-R-oConnect with Jon Cook:* LinkedIn: https://www.linkedin.com/in/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 Implementation01:32 - Days 1-30: Prioritizing Accuracy and Trust Over Revenue01:54 - The Note-Taker Test: Comparing AI Output to Manual Notes02:35 - Defining Success: The 80% Accuracy Benchmark03:20 - Days 31-60: Reclaiming and Reinvesting Your Time04:08 - Calculating ROI per Task: The Compounding Effect05:23 - Days 61-90: Quality Control and Client Perception07:21 - The 3 Vital Metrics: Accuracy, Time Savings, and Trust Signals08:00 - When to Scale, Refine, or Cut Your Losses09:08 - How to Get Direct Help Implementing AI in Your Firm09:37 - Preview: The Future of the Agentic Advisor#keynotecontent #joncook #AIforAdvisors 10:15
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLjROVW9HS3otUi1v

How to Measure ROI from AI as a Financial Advisor | AI 101 for Advisors, 06

April 20, 2026 3:55 pm

How do you use AI as a financial advisor without sounding generic, or even worse, like ChatGPT? Advisors who use AI the wrong way to market their business sound generic, uninspired, and unremarkable. That changes today. In the fifth video of the AI 101 for Advisors series, Jon Cook, founder of Keynote Content, shows you how to use the right pieces to train your AI system to create content that matches your firm's brand voice.In this video, you will learn:* Why generic AI platforms and prompts produce generic responses - and how to protect against sounding generic when using AI as a financial advisor* The most crucial document your advisory business needs to properly train your AI system on how you want to communicate* The four steps you need to take to create a customized AI setup that's trained to create content to match your advisory firm's brand identity, values, message, and methodology🔥 Next Video in the Series: How to Calculate ROI from Implementing AI as a Financial Advisor👉 Watch the next video here: Coming soon!🔔 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:* AI 101 for Advisors - Video 01: What IS AI? What ISN'T AI? Do Advisors Need to Use AI? - https://www.youtube.com/watch?v=Q8gNe65uG7g* AI 101 for Advisors - Video 02: Will AI Replace Advisors? - https://youtu.be/i3EsVNfmmSM* AI 101 for Advisors - Video 03: How to Create an AI Implementation Strategy for Your Advisory Firm - https://youtu.be/hX2f\_7pU6kM8* AI 101 for Advisors - Video 04: Setting AI Guardrails With Your Compliance Department - https://www.youtube.com/watch?v=E-3Vnj-5NKI* AI 101 for Advisors - Video 05: How to Train AI on Your Advisory Firm's Identity and IP - https://youtu.be/PSzh1Vgxi1g?si=lSVGWzLfhFVktD9J* AI 101 for Advisors - Video 06: Measuring ROI In the First 90 Days - https://www.youtube.com/watch?v=4NUoGKz-R-oConnect with Jon Cook:- LinkedIn: https://www.linkedin.com/in/keynotecontent- Work with Jon: https://www.keynotecontent.com/intake===========================At Keynote Content, we help advisors, practitioners, consultants, innovators, and founders speak with conviction and scale their message through thought leadership and technology.9⏰ Timecodes ⏰00:00 - AI for Financial Advisors: Standing Out in a Sea of Sameness00:40 - What Are the Dangers of Using Generic AI Content as a Financial Advisor01:54 - Case Study: Aligning AI Strategy with Audience Expectations304:01 - Protecting the 3 Pillars: Audience Trust, Message, and Methodology05:12 - Step 1: Defining AI Communication Use Cases for Your Advisory Firm06:33 - Step 2: Training AI on Your Firm’s Unique Brand Voice07:08 - Creating a Voice Guide: 5 to 10 Pitch-Perfect Writing Examples08:18 - Integrating Proprietary Planning Frameworks into AI Training09:11 - AI Data Security: Protecting Proprietary and Client Information09:48 - Step 3: Testing and Refining AI Outputs Against Firm Standards11:36 - Step 4: Tracking Engagement to Prevent Trust Erosion12:12 - Summary: Scaling Advisory Firms Through Technology13:54 - Next in Series: How to Measure ROI with AI#keynotecontent #joncook #AIforAdvisors 14:02
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLlBTemgxVmd4aTFn

Top Financial Advisors Train Their AI Using These 4 Steps | AI 101 for Advisors, 05

March 27, 2026 7:09 am

The SEC is increasingly penalizing advisory groups for AI washing with fines ranging from $175,000 to millions of dollars. This regulatory risk is a primary reason many firms hesitate to implement AI. In the fourth video of the AI 101 for Advisors series, Jon Cook, founder of Keynote Content, provides three essential AI guardrails to help your firm avoid unnecessary fines and stay compliant while adopting new AI capabilities.In this video, you will learn:* Understanding AI Washing: Learn why the SEC is cracking down on misrepresentations of AI capabilities in financial services.* Vendor Due Diligence for Advisors When Implementing AI: The critical questions to ask vendors about SOC 2 reports, data security, and data ownership.* Creating a Usage Policy for Your Advisory Firm: How to document what AI can and cannot do in your firm to keep your compliance department satisfied.🔥 Next Video in the Series: Protecting Your Message and Methodology as a Financial Advisor When Using AI👉 Watch the next video here: https://youtu.be/PSzh1Vgxi1g🔔 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:* AI 101 for Advisors - Video 01: What IS AI? What ISN'T AI? Do Advisors Need to Use AI? - https://www.youtube.com/watch?v=Q8gNe65uG7g* AI 101 for Advisors - Video 02: Will AI Replace Advisors? - https://youtu.be/i3EsVNfmmSM* AI 101 for Advisors - Video 03: How to Create an AI Implementation Strategy for Your Advisory Firm - https://youtu.be/hX2f\_7pU6kM8* AI 101 for Advisors - Video 04: Setting AI Guardrails With Your Compliance Department - https://www.youtube.com/watch?v=E-3Vnj-5NKI* AI 101 for Advisors - Video 05: How to Train AI on Your Advisory Firm's Identity and IP - https://youtu.be/PSzh1Vgxi1g?si=lSVGWzLfhFVktD9J* AI 101 for Advisors - Video 06: Measuring ROI In the First 90 Days - https://www.youtube.com/watch?v=4NUoGKz-R-oConnect with Jon Cook:- LinkedIn: https://www.linkedin.com/in/keynotecontent- Work with Jon: https://www.keynotecontent.com/intake===========================At Keynote Content, we help advisors, practitioners, consultants, innovators, and founders speak with conviction and scale their message through thought leadership and technology.9⏰ Timecodes ⏰00:00 - Introduction: The risk of SEC fines for AI washing.00:13 - Introduction of Jon Cook and Keynote Content.00:17 - Overview of the AI 101 for Advisors series and the three compliance guardrails.00:52 - Disclaimer: Consult with your specific regulatory representatives.01:11 - What is AI washing and its impact on financial services?02:11 - Identifying truly AI-driven strategies versus simple automations.03:01 - Why advisory firms are getting flagged by the SEC about AI usage.03:51 - Step 1: Work with your OSJ 60-90 days before deployment.04:59 - Three critical questions to ask your tech lead.05:54 - Step 2: Running vendor due diligence and understanding SOC 2 reports.07:01 - Vendor questions regarding data security, usage, and ownership.08:19 - Assessing vendor stability and breach notification policies.09:05 - Step 3: Implementing an AI usage policy.09:11 - Examples of internal AI use cases (transcription, scheduling, research).09:41 - What AI cannot do: The "no-fly zones" for advisors.09:58 - Ensuring human approval for client-facing communication.10:35 - Recap of the three steps to stay compliant.11:13 - Teaser for the next video: Protecting your voice and differentiation when implementing AI as a financial advisor.#keynotecontent #joncook #AIforAdvisors 11:43
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLkUtM1Zuai01TktJ

Setting AI Guardrails With Your Compliance Department | AI 101 for Advisors, 04

March 12, 2026 8:25 pm

What is the best way to start implementing AI in your advisory firm? Many firm leaders know they want to use AI, but they are often unsure where to begin. This drives advisors to implement AI by default rather than by design. This can cause firms to spend thousands of dollars without reclaiming any time due to a lack of coordination.In the third video of the AI 101 for Advisors series, Jon Cook, founder of Keynote Content, outlines a four-step framework for creating an implementation strategy, or 'roadmap', for your advisory firm. This top-down strategy is designed to increase your firm's chances of success when implementing new technologies.In this video, you will learn:+ The four simple steps to create an AI implementation strategy for advisors+ The two costs of not implementing AI with a good strategy as an advisory firm+ The types of AI use cases that advisors need to prioritize🔥 Next Video in the Series: How to Work With Your Compliance Department and Building Guard Rails for AI👉 Watch the next video here: Coming soon!🔔 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:- The Four Quadrants of Work for a Financial Advisor and How to Escape Quadrant 3 Using AI: https://www.youtube.com/watch?v=OBAHE2BufFk- AI 101 for Advisors - Video 01: What IS AI? What ISN'T AI? Do Advisors Need to Use AI? - https://www.youtube.com/watch?v=Q8gNe65uG7g- AI 101 for Advisors - Video 02: Will AI Replace Advisors? https://youtu.be/i3EsVNfmmSMConnect with Jon Cook:- LinkedIn: https://www.linkedin.com/in/keynotecontent- Work with Jon: https://www.keynotecontent.com/intake===========================At Keynote Content, we help advisors, practitioners, consultants, innovators, and founders speak with conviction and scale their message through thought leadership and technology.⏰ Timecodes ⏰00:00 - Introduction: What's the best way to start implementing AI in your advisory firm?00:09 - Overview of the four simple steps for an implementation strategy.00:18 - Introduction of Jon Cook and Keynote Content.00:28 - Review of the first two videos in the AI 101 for Advisors series.00:42 - The problem with advisors implementing AI by default, not by design.01:16 - Examples of advisors implementing AI by default without coordination.01:53 - What are the consequences of implementing AI without a clearly defined strategy?02:30 - What does a good AI roadmap for advisory firms look like, and what is the four-step framework?02:41 - Step 1: Define your firm's current reality.02:54 - Auditing three critical areas: operations, staffing, and your technology stack.03:11 - Tracking where advisors spend their time.03:21 - The average advisor spends 40% of their time on operational work (Quadrant 3 tasks).04:03 - Auditing your tech stack and three questions to ask about each product.04:51 - Efficiency is lost when tools don't communicate.05:25 - Step 2: Map your friction points.05:35 - Asking advisors where they are most frustrated.06:14 - Frequent frustrations for advisors: manually typing notes and chasing signatures.06:40 - Friction points are AI opportunities.06:45 - AI implementation is a people decision, not a tech decision.07:23 - Step 3: Finding your champions and your cautionaries.07:31 - Defining "champions" as advocates for AI adoption.08:21 - Defining "cautionaries" as those resistant to implementing AI.08:52 - Addressing the cautionaries' concern about AI replacing them.09:29 - The cost of standing still and not implementing new technologies.09:37 - First cost: the relational cost (e.g., friction between advisors using note-takers and those who are not).10:23 - Second cost: opportunity cost (e.g., spending time on manual data entry instead of growth opportunities).12:02 - Step 4: Prioritize implementing one high-impact workflow at a time.12:33 - Choosing the right workflow based on impact and complexity.12:47 - Recommending starting where impact is high and complexity is low.12:53 - Example: Integrating an AI note-taker with your CRM (Wealthbox).13:40 - Other high-impact, low-complexity use cases: meeting prep automation and document collection.13:55 - Next focus: high-impact, high-complexity use cases (e.g., client onboarding, annual review automations).14:20 - Skipping low-impact opportunities.14:41 - The importance of having documented AI systems for selling your practice (McKenzie report on advisor exit by 2035).15:24 - Teaser for the next video: working with compliance and building guard rails.#keynotecontent #joncook #AIforAdvisors 15:56
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLk51c2JKZ1RjemZz

The Advisory Firm's AI Roadmap: From Chaos to ROI | AI 101 for Advisors, 03

February 26, 2026 3:18 pm

Will AI replace advisors? A quick scroll of YouTube or any other platform shows a divided crowd. Many videos claim, "Advisors are doomed!" while others say advisors will never be replaced. What's the real answer? More importantly, who benefits from that answer on either side?In the second video of the AI 101 for Advisors series, Jon Cook, founder of Keynote Content, digs into the two crowds who are asking this question, what the future for advisors can look like, and the answer that will give you greater clarity and conviction to do great work as an advisor.In this video, you will learn:+ Why the premise of the question "Will AI replace advisors?" is a "false dichotomy".+ How the history of robo-advisors (and their eventual failure) proves that clients want human connection for complex decisions. + The two parts of an advisor's role that can be freed and empowered with AI to better serve clients without losing human connection.🔥 Next Video in the Series: How to Create an AI Implementation Strategy for Your Advisory Firm - 4 Steps to Using AI as a Financial Advisor👉 Watch the next video here: https://youtu.be/hX2f_7pU6kM8🔔 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:- The Four Quadrants of Work for a Financial Advisor and How to Escape Quadrant 3 Using AI: https://www.youtube.com/watch?v=OBAHE2BufFkAI 101 for Advisors - Video 01: What IS AI? What ISN'T AI? Do Advisors Need to Use AI? - https://www.youtube.com/watch?v=Q8gNe65uG7gAI 101 for Advisors - Video 02: Will AI Replace Advisors? - https://youtu.be/i3EsVNfmmSMAI 101 for Advisors - Video 03: How to Create an AI Implementation Strategy for Your Advisory Firm - https://youtu.be/hX2f_7pU6kM8AI 101 for Advisors - Video 04: Setting AI Guardrails With Your Compliance Department - https://www.youtube.com/watch?v=E-3Vnj-5NKIConnect with Jon Cook:- LinkedIn: https://www.linkedin.com/in/keynotecontent- Work with Jon: https://www.keynotecontent.com/intake===========================At Keynote Content, we help advisors, practitioners, consultants, innovators, and founders speak with conviction and scale their message through thought leadership and technology.===========================⏰ Timecodes ⏰00:00 - Introduction: Will AI Replace Financial Advisors?00:34 - Who is Asking the Question, "Will AI Replace Advisors?"01:18 - Group 1: Non-Advisor Stakeholders (Tech Vendors, Broker-Dealers, Custodians)01:47 - The History and Failure of Robo-Advisors02:39 - Why Robo-Advisors Failed: The Need for Human Connection03:25 - Group 2: Advisors and the False Dichotomy03:48 - Which Parts of Advisory Work Should Be Replaced by AI?04:52 - The Three Types of AI for Financial Advisors: Work AI, Think AI, and Create AI05:37 - Reclaiming Time with AI: Moving Beyond "Busy Work"06:13 - The Advisor's Existential Question: "Will My Work Still Matter?"06:36 - The Irreplaceable Relational Role of the Advisor07:52 - The Answer: AI-Empowered Advisors Will Replace Non-AI Advisors08:13 - Why AI Adoption is Necessary: Speed and Elevated Investor Expectations09:04 - The Rise of the Agentic Advisor09:37 - Two Types of Advisors Emerging on the Technology Spectrum10:53 - The Real Threat: Advisors Who Use AI Better Than You11:00 - How to Use AI to Become the Advisor Clients Choose11:34 - Summary and Call to Action - How to Work With Keynote Content12:10 - Next Video: How to Create an AI Implementation Strategy for Your Advisory Firm (Teaser for the next video in the series)===========================#keynotecontent #joncook #AIforAdvisors #Fintech 12:37
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLmkzRXNWTmZtbVNN

Will AI Replace Advisors? Who Benefits from AI Replacing Advisors? | AI 101 for Advisors, 02

February 11, 2026 10:09 am

Public speaking is one of the best ways to grow your business as a financial advisor. When you step on stage, 3 things instantly happen with your audience.===========================Subscribe to Keynote Content here: https://www.youtube.com/@keynotecontent?sub_confirmation=1===========================Connect with Us!===========================https://www.keynotecontent.comhttps://www.linkedin.com/in/keynotecontenthttps://twitter.com/keynotecontenthttps://instagram.com/keynotecontenthttps://www.tiktok.com/@keynotecontent?lang=en===========================QUESTION - Have a question about using public speaking as a financial advisor? Post in the comments section of this video!===========================At Keynote Content, we work with financial advisors to help you speak with conviction and scale your message through thought leadership and technology.#shorts 0:54
YouTube Video VVVJbU5lY09EWC1QUHBKeF9ZSVdITlNnLm1jNG1oQWhWSXNR

3 Ways Live Speaking Builds Trust for Advisors #shorts

February 5, 2026 6:47 am

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