The WealthStack Podcast: AI, Video and the New Rules of Client Engagement with David Moricca
For wealth professionals, the episode addresses how advisory firms can use AI and video to repurpose existing expertise into client communications while considering compliance and authenticity. It also discusses metrics for evaluating video marketing efforts.
Summary
By the wealth tech & ai deskThis episode of The WealthStack Podcast features host Shannon Rosic speaking with David Moricca, founder and CEO of Socialive, about AI-powered video for advisor marketing and client engagement. The discussion covers turning existing firm content into personalized video at scale, maintaining authenticity, managing compliance, and measuring video marketing ROI. It also includes a demonstration of Socialive’s Catalyst platform turning static content into shareable videos.
- Video is described as becoming essential for advisor marketing and client retention.
- AI can turn existing firm content into personalized videos at scale.
- The episode says authenticity matters more than AI avatars in client communication.
- RIAs need to balance AI-powered content creation with compliance.
Similar items
Same topic China's Double 11: How AI Is Reshaping China's Biggest Shopping Festival | KrKraneShares |
| The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.com | WTWealthTech Today |
 AI Agents Are Here. What Do They Actually Do? | FPFuture Proof |
 Social Hour With Alvin Graylin (Ep. 6) | FVFacts vs Feelings (Carson Group) |
| October WealthTech News | WTWealthTech Today |
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.