The only video creation platform built for the enterprise

Key Takeaways

• Investors use digital channels to evaluate advisors
• Authenticity drives higher engagement than polished corporate content
• AI isn't the story — human connection at scale is

Trust is now built digitally before the first meeting ever occurs.

Investors research advisors online. They watch videos. They follow social channels. They form opinions from a number of online sources.

Younger investors are the driving force behind this shift and represent a massive area of opportunity with an estimated $124 trillion in wealth expected to transfer to heirs through 2048.

So how can firms show up where investors are? How can they maintain the human touch at scale and establish trust to capture a share of that new business?

Marketing leaders at Composition Wealth, Integrated Partners, and Summit Financial all point to authentic, snackable video content.

As wealth management firms adapt, video has emerged as the most powerful medium to bridge the gap between digital scale and human connection. Here are a few lessons from growth-minded wealth management firms that are using snackable video to stay ahead.

Lesson 1: Visibility builds trust before the first meeting

For Ed Friedman, Director of Marketing & Advisor Engagement at Summit Financial, the future of the industry belongs to those who embrace a roadmap for technology. He notes that winning firms use tools like AI to remove production friction, allowing for human connection at scale. The goal is to equip advisors with a more efficient way of doing business, where increased video visibility directly builds earlier trust with prospects.

"Video is the closest thing to being there in person," Friedman shared during his conversation with Socialive CEO and Founder David Moricca.

In addition to client engagement, Summit uses video as a critical advisor recruitment tool. By providing platforms like Socialive, Summit demonstrates to prospective advisors that it is a forward-thinking partner capable of helping them reach the next generation of investors.

The importance of tracking engagement

For Summit, the ROI of video isn't just a marketing metric — it's a measurable business outcome that justifies further investment. By tracking engagement data, the firm can clearly see how video outreach increases prospect close rates and strengthens recruiter-candidate conversations, allowing marketing leaders to build a business case for video content.

It might sound intuitive to seasoned marketers, but a simple step like connecting social channels, your marketing website, and your CRM can make a massive difference — especially lower in the funnel, after the initial awareness and lead-generation stages.

Snappy Kraken’s 2026 report showed that more than 70% of firms focus on lead-generating activities, but less than 25% focus on nurture and client lifecycle activities. These ongoing marketing channels are the most cost-effective channels for most wealth firms, especially for those who focus on referral business.

Key takeaway: Data-driven insights transform video from a marketing expense into a proven driver of advisor recruitment and prospect conversion.

Build your AI strategy, then launch

The firm’s approach to AI also serves as a model for a "crawl, walk, run" strategy, emphasizing the importance of clean data as the foundation for any innovation. By first creating a robust data "lakehouse," Summit enables agentic AI to pull real-time insights that help advisors make faster, smarter decisions during client interactions.

Key takeaway: A clean data foundation is the prerequisite for deploying AI that genuinely enhances advisor decision-making.

Focus on snackable content for efficiency

Summit’s vision centers on "advisor capacity," recognizing that video and AI are not replacements for the human relationship but rather force multipliers that allow advisors to serve more clients without service degradation. By automating routine communication through video snippets, advisors gain back precious hours to focus on high-value, complex planning work. 

Key takeaway: Automation of routine communication via video is the most effective way to unlock advisor capacity for high-value client work.

Lesson 2: Authenticity beats perfection in content

Meghan McCartan, CMO of Composition Wealth, views herself as a storyteller first. She believes the biggest barrier to video adoption is the advisor’s fear of not being "perfect." Her experience shows that clients actually prefer the human element over the corporate tie. "People like imperfection," McCartan explained.

One example of that imperfection was a Composition Wealth advisor who had a set style for his video series … until he switched up his look in a single video. He made the “mistake” of ditching his standard business attire for a sweater in his fireside-style conversation. His audience loved it. Views and comments went through the roof for that one-off episode — and viewers clamored for the return of the sweater when he switched back to his suit and tie.

Ultimately for Composition Wealth, the goal of the content they create is to drive "richer conversations" that lead to referrals. Those conversations and referrals can start with an investor who recognizes “the sweater guy” further down the line.

It takes effort to find what works best in content, but for McCartan and Composition Wealth, there is plenty of value in trying out different things.

Start small with a pilot program

McCartan emphasizes that the biggest barrier to entry isn't technical skill, but rather the fear of perfectionism. To overcome this, Composition Wealth uses a "buddy system" where five trained advisors pilot content strategies, creating a FOMO effect that encourages others to adopt video without the pressure of being perfect.

Key takeaway: A "buddy system" pilot program effectively bypasses the fear of perfectionism that often stalls advisor content creation.

One video fuels an entire campaign

Composition Wealth’s strategy demonstrates that video is most powerful when it’s treated as a multi-purpose asset rather than a one-time project. By taking a 20-minute long-form thought leadership conversation and mining it for "buckets" of short-form clips, listicles, and blog posts, advisors get an entire month's worth of content from a single recording.

Key takeaway: Treat every long-form asset as a content engine by mining it for diverse, shorter-form formats that maximize reach.

Create content to be shared

Finally, as Composition treats referrals as the primary measure of success, they’ve found that shareable, conversational video is more likely to be forwarded by clients than traditional long-form financial reports. This shifts the focus of marketing from "lead gen" to "referral enablement," making it easier for happy clients to advocate for their advisor.

Key takeaway: Design content for referral enablement by ensuring videos are conversational and inherently easy to share.

Lesson 3: Create a repeatable system for video creation

Matt Ackermann, Chief Brand Officer at Integrated Partners, challenges his advisors to stop being "safe" and start being creative. His philosophy is simple: don't just be part of the crowd — be "one of one."

In his fireside chat, Ackermann highlighted that authentic video, like sharing a story about a childhood "money mistake," earns far more engagement than a polished elevator pitch. Integrated Partners uses Socialive to remove the "handcuffs" of production.

The firm breaks the process into manageable steps to ensure compliance never stifles creativity:

• Monday: Draft a script
• Tuesday: Script review
• Wednesday: Script approval from compliance
• Thursday: Invite advisors to record approved script
• Friday: Content ready to publish

"For video to succeed, you need innovators that are looking at the problem ... not just stapling it onto the back of a wealth management platform," Ackermann said of their choice to partner with Socialive.

Find your “Four F’s”

Ackermann’s approach to content creation is deeply rooted in his concept of "four Fs" — food, family, fitness, and finance. His approach ensures advisors build their professional narrative around their whole persona, not just their job title. This holistic strategy prevents advisors from sounding like every other generic financial professional, positioning them as "one of one" in a crowded marketplace.

Key takeaway: Integrating personal passions into professional narratives creates a unique, human-centric brand that stands out in a crowded market.

Apply a workflow mindset for content

To maintain this creative output while satisfying rigorous compliance requirements, Integrated Partners utilizes a multi-day workflow that separates scripting from recording. This process forces advisors to commit to key talking points early, allowing compliance teams to review content before the "record" button is ever pushed, which drastically reduces the anxiety of the creative process.

Key takeaway: Standardizing a pre-recording workflow for scripting and compliance removes the primary friction point preventing advisor participation.

Lean into reverse mentorship for creators

Similar to Composition Wealth’s pilot programs, Integrated Partners also uses the power of "reverse mentorship." Ackermann emphasizes the practice where younger, digital-native interns or junior staff help senior advisors navigate social media platforms and emerging communication trends. This cross-generational collaboration ensures the firm stays relevant and keeps the "digital train" moving for even the most traditional advisors.

Key takeaway: Cross-generational mentorship accelerates digital adoption by pairing experienced advisors with native digital talent.

The tech behind the talent: Socialive

While these leaders bring the vision, Socialive provides the infrastructure for the content. Socialive’s CreatorSuite allows firms to maintain enterprise-grade governance and brand consistency while giving advisors the flexibility to record on their own time. By removing the friction of editing and compliance reviews, Socialive transforms video from a slow, one-off project into a fast, repeatable growth engine.

The firms highlighted here aren't using video because it's trendy. They're using it because the buying journey has changed. Investors now form relationships long before they schedule a meeting.

The advisors who consistently show up — authentically, consistently, and at scale — will earn that trust first. AI simply makes that possible for every advisor, not just the few with marketing teams behind them.

EL SEGUNDO, CA — July 29, 2026 — Socialive, the enterprise video creation platform built for regulated industries, and Summit Financial, a premier independent advisory firm, today announced a strategic partnership to help advisors scale trust, visibility, and organic growth through video, social media, and AI.

The partnership will equip Summit advisors with the tools to create high-quality, branded video content that strengthens client relationships, expands digital reach, and helps advisors build a consistent presence across social and digital channels. The collaboration reflects a growing industry shift toward advisor-led content and the increasing importance of digital engagement in wealth management.

As part of the announcement, Socialive CEO and Founder David Moricca sat down with Summit Financial Director of Marketing & Advisor Engagement Ed Friedman for a companion conversation on the future of advisor growth and the role of video, social media, and AI in wealth management. In the 15-minute discussion, they explore how advisors can build trust at scale, strengthen client relationships, and create a more consistent digital presence while maintaining the personal connections that remain at the heart of financial advice.

Listen to the full conversation below:

The financial landscape is undergoing a massive transformation, with an estimated $124 trillion in wealth expected to transfer to heirs, spouses, and charities through 2048 in what has been called the largest intergenerational wealth transfer in history. At the same time, many firms are facing advisor shortages, increasing competition, and changing client expectations. As investors increasingly research financial topics online and through social media before engaging with an advisor, trust is being built long before the first meeting. Research shows that 30% of Americans use social media for financial advice, with adoption significantly higher among younger generations.

In this environment, trust is increasingly driven by visibility, familiarity, and ongoing communication. While technology continues to reshape the industry, investors still choose advisors they know and trust. Video has emerged as one of the most effective ways to scale authentic human connection, allowing advisors to share expertise, communicate consistently, and build relationships across digital channels. As firms adapt to the expectations of younger, digitally engaged investors, many are investing in video as a core component of advisor growth, visibility, and client engagement. Research from CFA Institute found that 44% of Gen Z investors use social media to learn about investing, underscoring the growing importance of digital engagement for wealth management firms.

The Socialive platform will enable Summit Financial advisors to easily create professional and engaging video content at scale.

Advisors can record, edit, brand, and distribute video content through streamlined workflows designed specifically for regulated industries. This capability helps advisors leverage video to build trust, social media to increase visibility, and AI to expand reach and efficiency — all while maintaining the personal connections that remain at the heart of financial advice.

“The future of wealth management isn't about replacing human relationships with technology—it's about helping advisors scale those relationships in a more digital world,” said David Moricca, CEO and Founder of Socialive. “Trust has always been the foundation of this industry, but today trust is increasingly built through visibility, familiarity, and ongoing communication. Video gives advisors the ability to show up consistently, share their expertise authentically, and build meaningful connections with clients and prospects at scale. We're excited to partner with Summit Financial to help advisors combine the power of human advice with video, social media, and AI to drive sustainable organic growth.”

The partnership directly addresses the challenges advisors face in creating consistent, compliant, and impactful content. Summit advisors will gain access to Socialive's intuitive platform, enabling them to produce professional-quality video without the complexity, cost, or time commitment traditionally associated with video production.

“At Summit Financial, we believe growth starts with relationships,” said Ed Friedman, Director of Marketing & Advisor Engagement at Summit Financial. “As investors increasingly engage online before ever speaking with an advisor, it's critical that our advisors have modern ways to share their expertise and build trust. Socialive gives our advisors an efficient, compliant way to create professional video content that strengthens client relationships, expands visibility, and helps them connect with the next generation of investors without sacrificing the personal touch that defines great advice.”

Socialive's commitment to helping advisors harness the power of video, social media, and AI is demonstrated through initiatives such as its Advisor Makeover series, which showcases how financial professionals are transforming their marketing and client acquisition strategies through authentic, advisor-led content.

As wealth management firms navigate the largest intergenerational wealth transfer in history, many are searching for ways to help advisors deepen relationships while expanding their reach. Socialive enables firms to turn every advisor into a trusted digital presence, helping scale authentic communication without losing the human connection that remains at the heart of financial advice.

Statements regarding future results, technology adoption, AI capabilities, or marketing outcomes are the opinions of the speakers as of the recording date and may not be realized. Due to this business relationship, a conflict of interest exists. Any endorsement provided by Socialive is not based on any specific experience as a client or investor.

Socialive was not compensated for this endorsement. However, they receive compensation from Summit for separate services that may incentivize Socialive to provide favorable statements about Summit.

Unless otherwise noted, any references to research studies or industry statistics are based on information generally available to the public from sources believed to be reliable. No representation is made that the information is accurate or complete. Additional research and supporting analysis can be provided upon request.

Press Contact

Jennifer Burak

VP of Marketing, Socialive

press@socialive.us

About Socialive

Socialive is an enterprise platform for scalable video communication, helping organizations to communicate with video as easily as they do with text. Built for modern, real-time communication, the platform empowers centralized teams to enable employees across the business to create authentic, on-brand video quickly and consistently without specialized equipment.  With guided workflows, embedded AI, and enterprise-grade governance, Socialive transforms video from a slow, one-off process into a fast, repeatable system for everyday communication. The result is timely, in-the-moment video delivered across the organization—helping companies build trust, increase visibility, and drive organic growth without sacrificing quality, brand consistency, or control. Socialive is led by Founder and CEO David Moricca.

About Summit Financial

Summit Financial is a premier independent advisory firm committed to helping advisors grow successful practices while delivering exceptional client experiences. Through innovative resources, technology, and support, Summit empowers advisors to build lasting relationships and drive long-term growth.

EL SEGUNDO, CA — July 1, 2026 — Socialive, the enterprise video creation platform built for regulated industries, and Composition Wealth, a leading independent wealth management firm, today announced a strategic partnership to help advisors strengthen client relationships, increase visibility, and scale authentic communication through video, social media, and AI.‍

The partnership will equip Composition Wealth advisors with the tools to create high-quality, branded video content that helps them share expertise, communicate consistently, and build trust with clients and prospects across digital channels. Together, the firms are creating a scalable approach to advisor communication that combines the power of human connection with modern technology.

As part of the announcement, Socialive CEO and Founder David Moricca sat down with Composition Wealth Chief Marketing Officer Meghan McCartan for a conversation on the future of advisor communication and the role of video, social media, and AI in wealth management.‍

In the 15-minute discussion, they explore why human connection matters more than ever, how firms can create a culture that embraces video and social engagement, and why the firms that win won't use technology to replace relationships — they'll use it to strengthen relationships, scale trust, and help advisors connect with more people in meaningful ways.‍

Watch the full conversation below

The financial landscape is undergoing a massive transformation, with an estimated $124 trillion in wealth expected to transfer to heirs, spouses, and charities through 2048 in what has been called the largest intergenerational wealth transfer in history. At the same time, investors increasingly expect personalized advice, timely communication, and digital engagement. Research shows that 30% of Americans use social media for financial advice, with adoption significantly higher among younger generations.

In this environment, trust is increasingly built through visibility, familiarity, and ongoing communication. While technology continues to reshape the industry, investors still choose advisors they know and trust. Video has emerged as one of the most effective ways to humanize expertise and create meaningful connections at scale. Research from CFA Institute found that 44% of Gen Z investors use social media to learn about investing, underscoring the growing importance of digital engagement for wealth management firms.

The Socialive platform enables advisors to record, edit, brand, review, and publish video through workflows designed specifically for regulated industries. By reducing the friction traditionally associated with video production, advisors can focus on what they do best: building relationships and delivering personalized advice.‍

"The future of wealth management isn't about replacing human relationships with technology — it's about helping advisors deepen and scale those relationships in a more digital world," said David Moricca, CEO and Founder of Socialive. "As demand for personalized advice continues to grow, firms need new ways to help advisors stay visible, build trust, and communicate consistently. Video is one of the most powerful ways to humanize expertise, and AI is making it more scalable than ever. We're excited to partner with Composition Wealth to help advisors amplify their voice, strengthen client relationships, and drive sustainable growth."

"At Composition Wealth, we believe exceptional client experiences are built on authentic human relationships," said Meghan McCartan, Chief Marketing Officer at Composition Wealth. "As investors increasingly form impressions online before ever speaking with an advisor, it's important that our advisors have modern ways to communicate, educate, and build trust. Video allows advisors to bring their personalities, expertise, and perspectives to life in a way that other channels simply can't. Socialive gives us a scalable framework for empowering advisors to create professional, compliant content while maintaining the authenticity that makes those relationships meaningful."‍

As wealth management firms navigate a rapidly changing landscape, many are searching for ways to help advisors deepen relationships while expanding their reach. Through this partnership, Socialive and Composition Wealth are helping advisors build stronger connections, communicate more consistently, and create a trusted digital presence without sacrificing the human element that remains at the heart of financial advice.

Press Contact

Jennifer Burak

VP of Marketing, Socialive

press@socialive.us

About Socialive

Socialive is an enterprise platform for scalable video communication, helping organizations to communicate with video as easily as they do with text. Built for modern, real-time communication, the platform empowers centralized teams to enable employees across the business to create authentic, on-brand video quickly and consistently without specialized equipment. With guided workflows, embedded AI, and enterprise-grade governance, Socialive transforms video from a slow, one-off process into a fast, repeatable system for everyday communication. The result is timely, in-the-moment video delivered across the organization — helping companies build trust, increase visibility, and drive organic growth without sacrificing quality, brand consistency or control. Socialive is led by Founder and CEO David Moricca.

About Composition Wealth

Composition Wealth is an independent, registered investment advisory firm. As fiduciaries, we are focused on providing a best-in-class experience, advice, and technology tailored to evolve with you over time so that you can live the story you’ve always envisioned.

EL SEGUNDO, CA — July 8, 2026 — Socialive, the enterprise video creation platform built for regulated industries, and Integrated Partners, a leading national financial planning and wealth management firm, today announced a strategic partnership to help advisors strengthen client relationships, increase visibility, and scale authentic communication through video, social media, and AI.

The partnership will equip Integrated Partners advisors with the tools to create high-quality, branded video content that helps them share expertise, communicate consistently, and build trust with clients and prospects across digital channels. Together, the firms are creating a scalable approach to advisor communication that combines the power of human connection with modern technology.

As part of the announcement, Socialive Founder and CEO David Moricca sat down with Integrated Partners Chief Brand Officer Matt Ackermann for a conversation on how wealth management firms can use video to scale expertise, build trust, and strengthen human connection in an increasingly AI-driven world.

In the 30-minute discussion, they explore why authentic expertise matters more than ever, how video has become one of the most effective ways for advisors to build credibility and familiarity, and why the firms that win won't use technology to replace human relationships — they'll use it to amplify expertise, strengthen trust, and help advisors connect with more people in meaningful ways.

The financial landscape is undergoing a massive transformation, with an estimated $124 trillion in wealth expected to transfer to heirs, spouses, and charities through 2048 in what has been called the largest intergenerational wealth transfer in history.¹ At the same time, many firms are facing advisor shortages, increasing competition, and changing client expectations. As investors increasingly research financial topics online and through social media before engaging with an advisor, trust is being built long before the first meeting. Research shows that 30% of Americans use social media for financial advice, with adoption significantly higher among younger generations.²

In this environment, trust is increasingly driven by visibility, familiarity, and ongoing communication. While technology continues to reshape the industry, investors still choose advisors they know and trust. Video has emerged as one of the most effective ways to scale authentic human connection, allowing advisors to share expertise, communicate consistently, and build relationships across digital channels. As firms adapt to the expectations of younger, digitally engaged investors, many are investing in video as a core component of advisor growth, visibility, and client engagement. Research from CFA Institute found that 44% of Gen Z investors use social media to learn about investing, underscoring the growing importance of digital engagement for wealth management firms.³

While technology continues to reshape the industry, investors still choose advisors they know and trust. Video has emerged as one of the most powerful ways to humanize expertise, demonstrate credibility, and create authentic connections at scale. At the same time, AI is helping firms remove the traditional barriers associated with content creation, making it easier for advisors to communicate consistently while remaining authentic and compliant.

"The future of wealth management isn't about replacing human relationships with technology. It's about helping advisors scale their expertise and strengthen those relationships in a more digital world," said David Moricca, Founder and CEO of Socialive. "Video gives advisors the ability to communicate in a way that is personal, authentic, and human, while AI helps remove the friction that has traditionally limited participation. The firms that succeed will be the ones that combine technology with authentic expertise."

"As AI becomes more prevalent, authenticity becomes more valuable," said Matt Ackermann, Chief Brand Officer at Integrated Partners. "Investors still want trusted guidance from real people. Video gives advisors the ability to share their expertise, perspective, and personality in a way that builds familiarity and trust long before a first meeting. The opportunity isn't simply to create more content—it's to create more meaningful connections."

While technology continues to transform how advisors communicate, relationships remain the foundation of wealth management. Firms that successfully combine authentic expertise, human connection, and modern communication channels will be best positioned to earn trust, deepen engagement, and grow in the years ahead. Through conversations like this one, Socialive and Integrated Partners are helping industry leaders explore what that future looks like.

About Socialive

Socialive is an AI-powered video creation platform that helps organizations communicate with video as easily as they do with text. Built for scalable, real-time communication, Socialive enables marketing and business teams to empower executives, advisors, and subject matter experts to create authentic, on-brand, and compliant video quickly and consistently.

Through guided workflows, embedded AI, and enterprise-grade governance, Socialive transforms video from a slow, one-off production process into a fast, repeatable system for everyday communication. Its newest AI capabilities help organizations transform expertise, insights, and ideas into compelling video while removing friction from creation, production, branding, and compliance workflows.

About Integrated Partners

Integrated Partners is a national financial planning and registered investment advisory firm that helps advisors deliver comprehensive wealth management through an integrated approach that combines financial planning, tax expertise, and business consulting. The firm supports advisors with the resources, technology, and strategic guidance needed to strengthen client relationships and grow their businesses.