Socialive, Integrated Partners partner to help advisors scale expertise, build trust, strengthen human connection through video, social media, AI
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.
