How to Turn Advisor Interviews into AI-Assisted Marketing Gold

When it comes to actual AI use inside advisory firms, most marketing leaders admit they’re still in the early innings.

In this season finale of Marketing Matchup, Terra McBride of Prime Capital Financial, Michele Welsh of Verdence Capital Advisors, Angela Giombetti of Wealthspire Advisors, and Darcy O’Brien of Simon Quick Advisors, four CMOs at high-growth firms, get candid about where AI fits into their workflow. Each is wary of hype, but they have all found ways to drive real results from the use of AI tools.

AI is already changing how RIA CMOs work

All four marketers on the season finale episode agreed: AI is changing the pace, workflow, and creative possibilities inside wealth management firms.

At Verdence Capital Advisors, Michele is introducing a framework they call “AAI”: Acceleration, Accuracy, and Innovation. The idea is to measure every use case against three questions: Can this help us move faster? Can this double-check or polish our work? Can it spark or sharpen new ideas? For her, AI only works when it’s anchored by the right structure—and the right expectations. She sees her job not as letting AI take over, but as training the humans to use it well. “It’s human at the beginning, human in the middle, and human at the end,” she said.

Darcy from Simon Quick Advisors shared a similar view. Her team is already using ChatGPT daily, especially for content creation, but she’s pushing for deeper integration into the team’s systems and workflows. Right now, the challenge is figuring out which tools are worth training and how to make them work together with existing software. “There are still manual processes we’re doing that a robot could do,” she said. “But which robot, and how do we teach it what to do?”

That’s not to say these teams aren’t finding practical, immediate wins. At Prime Capital Financial, Terra has a repeatable process that saves hours of time—and proves AI can be more than a novelty.

Here’s a simple, high-impact workflow that Terra is already using to create standout content with AI:

1. Record a video call or interview with your subject.
   Schedule 20–30 minutes with an advisor, client, or thought leader at your firm and hit record.
2. Transcribe the conversation.
   Use tools like Otter, Rev, or your video platform’s native transcript feature to generate a clean text version.
3. Feed the transcript into ChatGPT (or your AI tool of choice).
   Use a detailed prompt that includes your preferred tone, target audience, and format. For example:
   “Write a 600-word profile article in a conversational tone using this transcript. Keep the speaker’s voice natural. Highlight three key insights that would matter to business owners thinking about retirement.”
4. Review, revise, and publish.
   AI gets you 80–90% of the way there. Add polish, double-check facts, and make sure it matches your compliance standards. Then plug it into your newsletter, website, or client comms platform.
5. Repeat and scale.
   Once you refine your prompt and process, you can repeat this with different advisors, topics, or even clients (with permission). Over time, you’ll build a content library that’s rooted in your team’s real voices—and produced at a fraction of the time.

As Terra put it, “It takes me five minutes to get something I can work with, and it’s in my voice, it’s in their voice, it pulls quotes from our conversation… I was very pleased with the output.”

Listen to the full episode below, or download it on your platform of choice. Be sure to check out the rest of season 1 of Marketing Matchup and our interviews with some of the most forward-thinking marketing professionals in financial services!