One click turns finished video into SEO- and AEO-ready blog content and transcripts that help advisors show up on Google and AI platforms where prospects are looking for financial advice

NEW YORK: WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced a two-way integration with SageContent, the all-in-one video content platform for financial advisors. Through the integration, a single click turns advisor video made with SageContent into website content that WealthReach automatically converts into blog posts and transcripts that can be found and cited on Google and AI platforms like Claude, ChatGPT and Perplexity, helping advisors show up on the platforms their prospects are actively searching.

Video has become one of the most-consumed types of online content, and advisors are increasingly turning to it to connect in a more authentic way with the individuals and families they serve. The challenge is that those videos often remain confined to social platforms, where they may generate engagement but do little to improve a firm's visibility in Google or AI search.

With the integration between WealthReach and SageContent, every video an advisor produces can now be instantly published to the firm's website along with content that Google and AI models can crawl, index and cite. Instead of creating a video for a single social platform, advisors create one piece of content that becomes a complete website asset designed to keep working long after it is published.

The content helps advisors reach potential clients where they are searching and brings them back to the advisor’s website. Once there, WealthReach’s Convert tool uses a dedicated on-site pixel to identify who is engaging with each video and the topics they care about, giving advisors a natural starting point for personalized outreach.

“Advisors have been using video to show their personality and expertise and to stand out in a crowded RIA space,” said Michael Barrasso, Co-Founder and CEO of WealthReach. “With the integration between WealthReach and SageContent, that video and related content now lives on a page of the advisor's own website rather than stagnating on a social feed, so the firm knows exactly who is viewing each video and what topics they care about. Armed with that information, advisors can reach out to prospects in a hyper-personalized way, tailoring their outreach accordingly and starting a more meaningful conversation.”

In addition to blog posts and transcripts being generated from videos on an advisor’s website, the integration also works in reverse. WealthReach's content intelligence can identify topics based on what a firm's target demographic and market is actively searching for. The advisor pushes that topic into SageContent, which generates a script, including the opening hook and call to action, which the advisor then uses to produce the finished video. One piece of content becomes a full web presence, fully optimized for today’s search and AI platforms, with zero extra work from the advisor.

“WealthReach has conducted audits of more than 30,000 advisor websites, and the clear takeaway is that Google and AI models can't surface what they can't read,” said David DeCelle, Co-Founder and Chief Partnership Officer at WealthReach. “Turning a previously siloed video into a structured transcript and blog post on the RIA's own site is what gets a firm cited to show up to the clients that matter. SageContent has the video process dialed in, and now advisors get search visibility from every video they make, courtesy of WealthReach's platform.”

The integration closes the gap between what clients are consuming and websites that rank in the modern era of online search.

“Advisors want to make videos to better connect with clients, and search engines and AI platforms want to read text. This integration is the bridge between the two,” said Nate Hoskin, CFP®, Co-Founder and CEO of SageContent. “We've built the best video process in the industry for advisors, and pairing that with WealthReach's organic growth platform means every video an advisor makes now works twice as hard, once as content their prospects want to watch and read, and once as content search engines and AI models can find.”

The integration is available now to mutual WealthReach and SageContent clients. WealthReach and SageContent will host a joint webinar, “Making Your YouTube Channel AI-Visible (and Owning the Pipeline),” on Wednesday, August 20 at 12pm ET, where Nate Hoskin and David DeCelle will walk through the integration live. To register, visit sagecontent.ai/webinarsignup.

To learn more about WealthReach, visit wealthreach.ai.

About WealthReach

WealthReach is an AI-powered growth platform built for financial advisors and wealth management firms. The company helps firms modernize organic growth through tools designed to improve visibility, support personalized outreach, and turn demand into conversations. For more information, please visit wealthreach.ai.

About SageContent

SageContent is the all-in-one video content platform built for financial advisors and wealth management firms. The company helps advisors build trust at scale by posting high-quality video content, combining AI-powered scripting tools, professional editing, coaching, and posting in a single platform so advisors only have to show up on camera. For more information, please visit sagecontent.ai.

Fonte: Business Wire