Advisor Story was featured in Proactive Advisor Magazine's latest article about establishing credibility beyond referrals

Over 100,000 financial advisors will likely exit by 2035. The second-leading reason? AI disruption. Advisor Story® helps RIAs, broker-dealers, and multi-advisor financial advisory leaders build human-first, AI-forward firms. We publish practical, no-fluff content on AI for financial advisors, brand messaging, and building a platform that compounds over time. Our work runs on three pillars: - Advisor Story®: Brand messaging, market differentiation, and AI search optimization for financial advisory firms. - Advisor Systems™: Process development, AI roadmapping, and AI implementation for advisory firms - Advisor Stages™: Content strategy and public speaking development for financial advisors Our founder, Jon Cook, has contributed to TheStreet, MarketWatch, Advisor Perspectives, Retirement Daily, and Proactive Advisor Magazine, and regularly speaks at advisor conferences. Want to work with us? New website launching September 2026.