AI will not make you a better advisor on camera. It can make it much easier to show up there. The trick is knowing which jobs to hand over and which to keep.
Why advisor video, and why now
Two pieces of research are worth knowing. The first is a randomized study of 7,609 US adults, published in PNAS in 2021, which found that video was significantly more believable than the same message as text, even though it was not much more persuasive. Trust is the whole job for an advisor, so believability is the advantage that counts.
The second is the CFA Institute's 2026 Next-Gen Investors report, based on more than 2,400 investors across six markets. It found that human advisers remain "the single most trusted source of investment guidance," and that about one-third of Gen Z and millennial investors have already used generative AI for financial education. Younger investors are learning online, and many are already using AI to do it. The most trusted voice in their financial life should be there too.
A six-step workflow
1. Start from something timely, or something approved
Good advisor videos answer a question clients are already asking. A headline from this morning's news is often the best prompt. If your firm keeps a library of approved scripts, that is an even faster start.
2. Let AI write the first draft
Give the AI a clear brief: the article or topic, who you are talking to and how long the video should be. In Cue, you pick a trending article or enter a topic, set the audience and a target length, and Cue writes an editable first pass.
3. Make it sound like you
This is the step AI can't do for you. Read the draft out loud and change anything you would never actually say. Cut the jargon. Add a line only you would say, like how you are talking with clients about the topic this week. Shorter sentences almost always record better.
4. Lock the script
Once the words are right, lock them. A locked script means what you record matches what was approved, and it gives your compliance team one version to review instead of several.
Want to see this on a topic you choose? Book a demo and we'll walk through it with you, from headline to finished video.
5. Check the camera, then record
Before you hit record, a camera check coaches your framing, lighting and audio, so you don't discover a problem after a great take. A paced teleprompter keeps you on the locked script. In weeks when you can't get in front of a camera, your AI Twin, an AI avatar built from your own recordings, can deliver the same script through the same steps.
6. Let AI handle the finishing work
This is where AI saves the most time. Trim stumbles by removing words from the captions. Get landscape, portrait and vertical versions from one take, each with captions, your branding and a disclosure slide. Start your LinkedIn post from a draft written in your voice, and reuse the transcript as an email or a blog post.
What AI doesn't change
Using AI does not change who is responsible for the message. FINRA has said its rules apply when firms use generative AI "just as they apply when member firms use any other technology or tool," and that the content standards of Rule 2210 apply whether a communication is generated by a human or a technology tool. For registered investment advisers, videos that market advisory services may also fall under the SEC's Marketing Rule.
In practice, AI-assisted videos should go through the same review as anything else you publish. Build your workflow so review is easy: one locked script, one rendered file, and nothing posted until someone decides it should be.
Ready to make your first AI-assisted video? Book a demo and we'll take you through Cue Studio from script to finished video, then set you up with a 14-day free trial.