Socialive and Summit Financial partner to help advisors drive organic growth and scale trust through video, social media, and AI

EL SEGUNDO, CA — July 22, 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 compliant, 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.

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.