NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Financial stress is brought on by external events, but financial anxiety can nag people even when there is no external problem. Clients experiencing stress may need one kind of communication and help, while those with anxiety may need another.
What’s Working Now: This advisor beat his initial paralysis and started actively talking about the crisis with clients, reminding them that their model accounts for volatility and is keeping them safe.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
The AI-Powered Financial Advisor
Begins November 20, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 8–11, 2025