Horsesmouth

AI-Powered Marketing: How Financial Advisors Are Winning Clients in 2025 Nearly 20 percent of advisors are already using AI to brainstorm marketing strategies, with many leveraging it for investment proposals, niche research, and social media content creation. The future is here. Sean Bailey and Devin Kropp from Horsesmouth will join us to explore: ? How advisors are framing AI prompts for valuable marketing insights ? The safeguards every advisor should have when using AI for investment proposals ? How AI is helping advisors identify and dominate specialized markets ? The untapped potential of AI-driven client personas ? The platforms advisors are prioritizing for AI-assisted social media strategies Join us live for expert insights, real-world strategies, and interactive Q&A. This is an opportunity to gain a competitive edge and future-proof your advisory practice.

A recent survey has shown that members of Gen Z appear to be much more optimistic about the prospects of one day being debt-free than their millennial counterparts. When survey and asked about if they thought they would ever be ‘debt-free’ in their lifetime, 81% of Gen Zers responded ‘yes,’ while only 66% of millennials felt the same https://lnkd.in/eU9YzcPE

Have you wondered what could save you time throughout your day? In this video, Sean Bailey discusses how you can collaborate with AI to save time on your post-meeting processes.

How Advisors Are Streamlining Workflows and Increasing Efficiency with AI Financial advisors are beginning to leverage AI for efficiency and advanced applications, but many untapped opportunities remain. While some advisors are using AI for strategic business planning, compliance documentation, and multilingual capabilities, others are still exploring where it fits into their practice. In this live discussion, Sean Bailey and Devin Kropp from Horsesmouth will share insights on: ? How advisors are using AI for strategic business planning and what initiatives they are developing ? The workflows being built around AI-powered data extraction from documents ? The opportunities and risks of using AI for compliance documentation ? The potential of AI-driven multilingual capabilities and personalized financial planning The AI-Powered Financial Advisor Program Virtual Workshop March 6, 13, 20, and 27 https://lnkd.in/eeMuTch5

Your brain is a tool. Practice making it work better for you. One step is to teach yourself to stop talking so much and start a program of listening. Your clients will notice the difference. Here are some ways to move forward. https://lnkd.in/eiRS9dyN

AI Revolution in Financial Advisory: Trends and Transformations Not sure how AI fits into your practice? We’ll take a look at how advisors are using AI to enhance their services and save hours of time per week. Plus, we'll give you specific use cases advisors are succeeding with to implement into your own workflows. The AI-Powered Financial Advisor Program Virtual Workshop: March 6, 13, 20, and 27: https://lnkd.in/eeMuTch5

?? Level up your advisory practice with our game-changing spring workshops! ?? Upcoming Programs: - AI-Powered Advisor (March 6-27) - Social Security & Medicare Mastery (March 24-27) - AI Marketing Accelerator (April 3-May 1) - Discovery Meeting Excellence (May 19-20) You can learn more about each workshop here https://lnkd.in/eySk62s

Fraudsters, with new AI tools at their disposal, are becoming more adept at stealing. You are in a position to help protect your clients from being victimized. Here are three strategies to put to work. https://lnkd.in/eKehHZ4F

Join us TODAY at 12 PM ET for our virtual workshop: Develop Your Medicare Strategy! Our Director of Retirement and Life Planning, Elaine Floyd, CFP?, will take you through a total immersion experience and will discuss: -???????????a complete review of various parts of Medicare -???????????what’s covered under those parts -???????????when to enroll -???????????how your employment status affects your Medicare decisions -???????????and so much more! You can learn more and sign-up last minute here: https://lnkd.in/g7pWexUg

Join us next week, Feb 24-26, for our Develop Your Medicare Strategy Virtual Workshop! Over these three days you will: -?????Deepen your understanding of Medicare and health-care-related topics -?????Learn the structure of the Medicare program and common planning pitfalls -?????Become a trusted resource for your clients and prospects -?????And more! You can learn more and sign up here https://lnkd.in/g7pWexUg