Socialive, Finny, and Integrated Partners launch Advisor Video Bootcamp at Future Proof Citywide

MIAMI BEACH, FL — February 9, 2026 — Socialive, Finny, and Integrated Partners today announced a strategic partnership debuting an Advisor Video Bootcamp experience at Future Proof Citywide, taking place March 9–12 in Miami.

Designed to spark awareness, interest, and curiosity among financial advisors, the Advisor Video Bootcamp gives attendees a hands-on opportunity to experience how short-form, authentic video paired with AI-powered prospecting can transform modern advisor outreach. Hosted at the Finny booth, the experience brings together Socialive’s AI-powered video creation platform, Finny’s hyper-targeted prospecting technology, and Integrated Partners’ deep advisor enablement expertise.

Advisors can sign up for a 15-minute, pre-booked recording session, with limited walk-up opportunities available onsite. During each session, advisors are guided through a structured, coach-led experience to record a 60-second professional introduction video — their personal advisor story — using Socialive’s browser-based platform.

Each recording includes light coaching, a built-in teleprompter, and AI enhancements such as eye-contact correction and studio-quality audio, helping advisors look and sound polished without the friction of traditional video production. The final video is delivered digitally and is ready for immediate use across LinkedIn profiles, LinkedIn prospecting messages, and email outreach.

“The goal of the Advisor Video Bootcamp is to show advisors just how easy — and powerful — video can be when it’s designed for real workflows,” said David Moricca, Founder and CEO of Socialive. “When you pair authentic storytelling with applied AI, advisors can create meaningful connections at scale — without sacrificing trust or compliance.”

The recorded advisor videos focus on the moments that matter most to prospects: why the advisor chose the profession, who they serve, their niche expertise, years of experience, and the value they bring to client relationships. Each video closes with a simple, authentic invitation to connect — creating a highly versatile asset for modern prospecting.

Finny ensures those messages reach the right prospects at the right time. Unlike traditional cold outreach tools, Finny continuously analyzes thousands of data points to identify high-intent prospects aligned with each advisor’s niche, enabling personalized, timely engagement that doesn’t get lost when advisors get busy.

“Personalization is everything in advisor prospecting,” said Eden Obadia, CEO and Co-Founder of Finny. “This partnership shows how the right message, delivered through authentic video and powered by intelligent targeting, can help advisors break the ice and build trust faster.”

Integrated Partners, a long-standing advocate for advisor growth and independence, brings a content-first lens to the experience.

“Advisors don’t need more noise — they need tools that help them tell their story clearly and confidently,” said Matt Ackermann, Chief Content Officer at Integrated Partners. “This bootcamp gives advisors a tangible asset they can use immediately, while experiencing what modern, scalable content creation looks like.”

The Advisor Video Bootcamp will run throughout Future Proof Citywide at the Finny booth. Space is limited, and advance registration is encouraged.

About Socialive

Socialive is an AI-powered, end-to-end video creation platform built for wealth management firms and financial advisors. The platform enables compliant, on-brand video creation at scale across advisor communications, client education, and prospecting. With governed workflows, built-in review, and embedded AI, Socialive helps firms accelerate video creation while meeting regulatory, brand, and fiduciary standards — turning trusted advisor expertise into scalable, measurable engagement with video. Socialive is led by Founder and CEO David Moricca.

About Finny

Finny is an AI-powered prospecting platform purpose-built for financial advisors. By aggregating thousands of data points and continuously monitoring financial life events across millions of prospects, Finny identifies high-intent opportunities within an advisor’s target niche. Unlike traditional cold outreach tools, Finny matches the right prospects with the advisors best equipped to serve them — delivering personalized outreach on autopilot so advisors can focus on what they do best. Finny was founded by CEO and Co-Founder Eden Obadia.

About Integrated Partners

Founded in 1996, Integrated Partners supports independent financial advisors with comprehensive business-building services designed to help them achieve their entrepreneurial vision. With a national network of advisors, CPAs, and regional offices across the United States, Integrated provides a customizable open-architecture platform spanning technology, investment management, advanced planning, marketing, public relations, M&A, and succession planning. Integrated Partners is built on a foundation of empowerment, integrity, and trust, and is led by a seasoned leadership team including Chief Content Officer Matt Ackermann.

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