by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| Marketing for financial advisors is being reshaped by artificial intelligence, changing search behavior, and tighter compliance constraints. Lance Roberts & Greg Joslyn break down how advisors can adapt their marketing and PR strategies without sacrificing credibility, consistency, or regulatory discipline. We discuss why persistence—not virality—is the true driver of long-term visibility, how AI fits into content creation and search optimization, and why social media works best when it is treated as a conversation rather than a broadcast channel. The discussion also covers optimal content cadence, platform selection, budgeting realities, and the growing importance of earned media over paid promotion. We explore best practices for interview preparation and media coaching, including message discipline, positioning within a niche, and how to manage bullish versus bearish narratives without damaging trust. Finally, we address the challenge of compliance, why fewer platforms with tailored content often outperform broad distribution, and how advisors can prepare for the next evolution of AI-driven discovery. This episode is designed for advisors focused on sustainable growth, stronger prospect engagement, and long-term brand positioning in an AI-first marketing environment. 0:00 - INTRO 0:19 - PR Challenges for Financial Advisors 3:11 - Adding the AI Umbrella 4:03 - Key to success is persistence 5:52 - Why Social Media is a natural arena for Financial Advisors 6:40 - Content is King, 8:27 - What is the optimum content cadence 10:10 - SEO and the new frontier of search optimization 12:25 - Have something interesting to say (writing composition tools) 13:11 - Best practices for dealing with AI; the Reddit effect 16:01 - What makes for the most effective marketing campaign - be ready for the results 17:21 - Earned Media is best 17:53 - Media Coaching and interview prep: The Message Triangle; be ready to pivot 21:37 - Going to New York? Where should Advisors focus for presence? The downfall of Websites 26:09 - The Perpetuals (bullish vs bearish): How to retain credibility; Controlling your response 29:20 - The Importance of positioning in a niche 33:31 - The Challenge of Compliance 35:58 - Limiting Platforms, vary content on each 37:13 - Social Media should not be a one way experience 40:25 - Budgeting for Social Media Marketing Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Greg Joslyn, Principal, The Lowe Group Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Rz5VtHnobEk?feature=share ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Facing Your Financial Ghosts," here: _HKgciow&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FinancialAdvisorMarketing #AIInMarketing #AdvisorGrowth #DigitalPR #WealthManagement |
You Might Also Like
12-2-25 LIVE Q&A: Ask Us Anything About Markets & Money
2025-12-02
Welcome to our LIVE Q&A session!
Lance Roberts is taking your questions directly from the YouTube live chat—covering markets, investing, retirement planning, inflation, interest rates, the Federal Reserve, portfolio strategy, risk management, and your personal finance questions.
No scripts, no agenda—just real-time answers based on data, history, and risk-focused investing principles.
We’ll break down what’s moving the markets, how to think about pullbacks, what the Fed may do next, how valuations affect future returns, and how to build financial plans that survive full market cycles. Whether you’re a new investor or a seasoned pro, this LIVE Q&A is your chance to get expert insight—right now.
0:00 – INTRO
0:19 – Not Every December is Positive; Retail Sales, Black Friday, & Target
Overheating Financial Markets Highlight Data Centers Handicap
2025-12-02
The Chicago Mercantile Exchange (CME) trading platforms were shut down for approximately 4 hours due to overheating after its cooling system at its Illinois data center failed. The outage began around 10:00 p.m. ET on November 27, halting about 90% of global derivatives volume on the Globex platform across futures and options for equities, bonds, …
10-15-25 Is the Fed Poised to Pause Quantitative Tightening?
2025-10-15
Federal Reserve Chair Jerome Powell just hinted that the Fed may soon pause its balance-sheet runoff — a potential shift that could reshape market liquidity and investor sentiment.
Lance Roberts breaks down:
* Why the Fed may pause QT — and what it signals about financial conditions.
* How ending balance-sheet runoff affects liquidity, yields, and asset prices.
* What history tells us about QT pauses and subsequent market rallies.
* Why the Fed’s portfolio composition (Treasuries vs. MBS) still matters for inflation and housing.
* Portfolio tactics if the liquidity tide begins to turn.
#FederalReserve #QuantitativeTightening #FedPolicy
#MarketLiquidity #StockMarketAnalysis
10-10-25 Maximize Your Money: The Hierarchy of Smart Savings Strategies
2025-10-10
How do you make every dollar work harder for you?
Richard Rosso breaks down the Hierarchy of Smart Savings Strategies — a smart, structured approach to prioritize where to save and invest for maximum growth and minimum taxes. This simple yet powerful framework helps you build wealth efficiently, protect against taxes, and optimize your financial future.
0:19 – Foundational Basis & Economic Conundrum
8:05 – Prioritizing Saving Money – Pay Yourself First
12:58 – How to Create a Tax Management Wave
15:50 – The Triple Tax Benefits of HSA’s
18:39 – After-tax Contributions to 401k
21:04 – Investing & Spending
23:55 – Life Insurance applications
👉 Subscribe for daily market insights and portfolio strategy updates.
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP
The AI Trillion Dollar Question
2025-10-10
According to The Wall Street Journal, on an inflation-adjusted basis, technology companies have spent more in the last three years on data centers, chips, and energy than has been spent over the past forty years building out the nation’s interstate system. The massive amount of investments being put to work is stunning. But the Wall …
8-14-25 The Risks of Over-Valued AI Stocks
2025-08-14
What happens if Nvidia reports slowing earnings or lowered guidance in their next quarterly report? Anything that might change the narrative of the AI cap-ex cycle will have consequences.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
——-
Read the article Lance mentions on our website, sign up for Lance’s newsletter:
https://realinvestmentadvice.com/newsletter/
——-
➢ Watch Live Mon-Fri, 6a-7a Central on our YouTube Channel:
www.youtube.com/c/TheRealInvestmentShow
——-
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
——-
Register for our next Candid Coffee, "Savvy Social Security Planning,"
6-23-25 Investing Tactically, Not Emotionally
2025-06-23
Lance Roberts shares the process of logical evaluation and portfolio risk management when markets experience turmoil: What matters most to investors? What do these attacks mean for earnings?
How might geopolitics affect EOQ activity?
Comparing the Japanese Carry Trade blow up vs the most recent Iran Bombings: There is not the same sense of urgency this time; markets have already moved-on.
How will the Israel-Iran conflict play out?
Likely outcomes will be higher oil prices, a stronger dollar, and weaker equities.
SEG-1: Japan Carry Trade vs Iran Bombings
SEG-2: How the Iran-Israel Conflict Will Play Out
RIA Advisors Chief Investment Strategist Lance Roberts, CIO,
Produced by Brent Clanton, Executive Producer
——-
Articles mentioned in this show:
"Iran Struck By U.S.: Markets,
Behind The Meter Solutions: The Gas Powering AI
2025-06-23
As the building of AI and cloud data centers expands rapidly, the demand for energy to power these data centers grows. The problem, however, is that the existing power grid can’t keep up with the rapidly increasing demand. Furthermore, improving and expanding the power grid takes longer than building data centers.
Tags: Featured,newsletter
