Socialive and Ficomm Partners Join Forces to Help Wealth Management Firms Scale Advisor Video Content

EL SEGUNDO, CA — October 1, 2026 — Socialive, the leading AI-first video creation platform for wealth management, and Ficomm Partners, a strategic marketing and PR firm specializing in Registered Investment Advisors (RIAs), are collaborating to help wealth management firms more effectively create and distribute advisor-led video content. Through the collaboration, Ficomm will incorporate Socialive’s video technology into its work with clients, helping advisors turn their expertise and insights into branded video content designed for social platforms such as LinkedIn.

By incorporating Socialive into its client work, Ficomm can help wealth management firms more efficiently produce video content for social media, giving advisors another way to share their expertise, build visibility, and connect with clients and prospects. Making video content easier to create and distribute consistently, Socialive helps advisors expand their digital presence while maintaining the human connection that remains central to client relationships.

To kick off the partnership, Socialive Founder and CEO David Moricca sat down with Ficomm Partners’ CEO Meg Carpenter. Their discussion centers on navigating the AI-driven landscape by using video to amplify advisor expertise and foster genuine human connection.

In their deep dive, they examine the relationship between video, social media, and building trust for advisors — a key piece in driving organic growth.

Watch the full conversation:

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.

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.

Behind the scenes, Socialive is building Catalyst, its new AI-first, prompt-based video creation engine designed to make video creation dramatically easier. Currently in early access with customers and launching later this fall, Catalyst uses natural-language prompts to transform existing content and recordings into polished, on-brand video — while keeping the authentic person at the center.

"Technology in wealth management should enhance human relationships, not replace them. It empowers advisors to broaden their expertise and deepen connections in an increasingly digital landscape," stated David Moricca, Founder and CEO of Socialive. "By combining authentic video communication with AI that streamlines the process, advisors can engage more personally and effectively. Success belongs to firms that seamlessly merge modern tech with genuine human insight."

“People want to hear from people, not just brands,” said Meg Carpenter, CEO and Co-Founder of Ficomm Partners. “Video gives advisors and firm leaders an opportunity to share how they think, communicate their expertise, and show up authentically in the places clients and prospects are already spending time. As AI makes it easier to create and share content, the opportunity is to use that technology to amplify the human voices behind a firm.”

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 Ficomm Partners are helping industry leaders explore what that future looks like.

About Socialive

Socialive is the AI-first video creation platform built for the enterprise. Its intelligent orchestration layer brings together people, AI, production workflows, branding, compliance, enterprise controls, and publishing to make video dramatically easier to create and scale. Socialive helps organizations turn their people, expertise, and existing content into authentic, on-brand, compliant video — faster and at scale.

About Ficomm Partners

Founded in 2012, Ficomm Partners delivers strategic marketing and PR solutions for financial advisory teams across all channels. Through strategic consulting, execution services, and advisor coaching, Ficomm empowers firms to achieve measurable growth objectives aligned with business goals. The firm helps advisory businesses articulate their authentic value, connect meaningfully with ideal clients, and diversify lead sources. Combining industry expertise with human-centered strategies, Ficomm guides teams to increased net new assets, deeper client engagement, and sustainable business scaling. For more information, visit ficommpartners.com.