AI for Practice Efficiency: How Advisors Are Streamlining Workflows and Unlocking New Opportunities
AdvisorRadio: Actionable Insights for Thriving Advisors
Release Date: 03/03/2025
AI for Practice Efficiency: How Advisors Are Streamlining Workflows and Unlocking New Opportunities
AdvisorRadio: Actionable Insights for Thriving Advisors
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. Hear Sean Bailey and Devin Kropp from Horsesmouth 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...
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AI-Powered Marketing: How Financial Advisors Are Winning Clients in 2025
AdvisorRadio: Actionable Insights for Thriving Advisors
Nearly 20% 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 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...
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AI Revolution in Financial Advisory: Trends and Transformations
AdvisorRadio: Actionable Insights for Thriving Advisors
Financial advisors are turning to artificial intelligence to streamline their workflow, improve client engagement, and grow their businesses. In this episode, the Horsesmouth team explores how advisors are successfully integrating AI into their practices—and how you can do the same. You'll learn how leading advisors are: Reducing administrative work by using AI for post-meeting notes, cutting a two-hour task down to 20 minutes. Delivering more impactful client meetings with AI-powered agenda creation and strategic planning. Improving marketing and business development with AI-driven website...
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How Cultivating the Next Generation Easily Generates Valuable New Accounts
AdvisorRadio: Actionable Insights for Thriving Advisors
What’s Working Now: This advisor started paying attention to the kids of his original clients and has prevented millions of dollars in assets from walking out the door.
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How I Deliver Holistic Financial Services to Credit Union Members
AdvisorRadio: Actionable Insights for Thriving Advisors
What’s Working Now: First this advisor discovered that the local credit union needed help in providing financial services—then the pandemic taught him how to scale delivery of quality advice through webinars. And it’s still a winning formula.
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Moving Fraud: Be Careful If You’re Moving to a New Home
AdvisorRadio: Actionable Insights for Thriving Advisors
September HackTalk: From bait-and-switch estimates to movers holding your belongings hostage, there has been an uptick in fraudulent activity during the vulnerable time when people are relocating. Watch out for these red flags.
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Your December Marketing Meeting
AdvisorRadio: Actionable Insights for Thriving Advisors
Which kinds of marketing are poised to have the greatest impact in 2022? That's the main question we'll tackle in this month's meeting. AGENDA: • Client testimonials. Most of you can use these now, but how to find and gather them? • Video has been king for a while now when it comes to attracting and keeping attention online. Will 2022 be any different? • Target marketing in 2022. Why it's important to start looking beyond Baby Boomers. • Timely marketing pieces to send to clients now. "Charitable giving" is this month's theme!
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Social Security and Medicare: What’s New for 2022
AdvisorRadio: Actionable Insights for Thriving Advisors
• Beyond the COLA: What else is there to know about Social Security in addition to the 5.9% jump in benefits? • The latest Social Security proposals in Congress: What are they? will they pass? What happens then? • 14.5% jump in Medicare premiums: Why did this happen and what does it mean? • Life-changing scenarios: How to educate clients and ask the right questions to get clients the benefits they are entitled to. Elaine Floyd, CFP®, creator of Horsesmouth's Savvy Social Security and Medicare programs, tackles the above questions and more. Elaine will also talk about her upcoming...
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A 4-Part Framework For Streamlining Your Business
AdvisorRadio: Actionable Insights for Thriving Advisors
What’s Working Now: This advisor has been developing checklists and flowcharts for himself and other advisors to help streamline business.
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Biden Tax Plan—What Could Affect Clients Most
AdvisorRadio: Actionable Insights for Thriving Advisors
Certain elements of Biden's proposed tax plan such as a step up in basis and capital gains tax increases could have major repercussions for your clients. Get updated on the most impactful tax changes being talked about and what it could mean for your clients in the Savvy Tax Planning podcast here on AdvisorRadio with Debra Taylor, CPA/PFS, JD, CDFA, founder and principal of the Taylor Financial Group and Sean Bailey, Horsesmouth Editor-in-Chief.
info_outlineFinancial 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.
Hear Sean Bailey and Devin Kropp from Horsesmouth 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 lowest adoption areas, such as investment policy development, and the untapped opportunities advisors might be missing
Get an in-depth look at how AI can drive greater efficiency, reduce manual workload, and create new possibilities for your practice.
Resources mentioned:
The AI-Powered Financial Advisor Program Virtual Workshop March 6, 13, 20, and 27 https://www.horsesmouth.com/ai
AI Marketing for Advisors Workshop
Virtual Workshop: April 3, 10, 17, 24 and May 1
https://www.horsesmouth.com/aimarketing