The WealthStack Podcast: AI, Video and the New Rules of Client Engagement with David Moricca
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Spotify Wealth management firms are sitting on a goldmine of expertise, but how much of that valuable content is actually reaching clients? As artificial intelligence makes video production faster, cheaper and more accessible, financial advisors have a new opportunity to turn existing content into personalized client communications at scale. But can they do it without sacrificing authenticity?
In this episode of The WealthStack Podcast, host Shannon Rosic talks with David Moricca, founder and CEO of Socialive, about how AI-powered video is transforming advisor marketing, client engagement, and communication strategies. David explains how firms can repurpose existing thought leadership into engaging video content, streamline production while maintaining compliance, and use personalization to strengthen client relationships. Plus, he demonstrates how Socialive’s AI-powered Catalyst platform turns static content into ready-to-share videos in minutes.
Key takeaways:
- Why video is becoming essential for advisor marketing and client retention.
- How AI can turn existing firm content into personalized videos at scale.
- Why authenticity matters more than AI avatars in client communication.
- How RIAs can balance AI-powered content creation with compliance.
- Which metrics matter most when measuring video marketing ROI.
Resources:
- Listen to WealthStack on Wealth Management
- Subscribe and listen to WealthStack on Apple Podcasts
- Subscribe and listen to WealthStack on Spotify
Connect with Shannon Rosic:
Connect with David Moricca:
About Our Guest:
David Moricca is the founder & CEO of Socialive, an enterprise video creation & live streaming SaaS platform. Trusted by organizations from startups to the Fortune 100, Socialive brings unprecedented ease and scale to high-quality video content creation for teams across the enterprise.
With 15 years of leadership and innovation in digital media, David is helping drive and shape the video-first communications revolution in business. Before Socialive, David developed and launched Scholastic’s first digital learning platform and worked as a strategy consultant at McKinsey & Company.