SAVE TIME, WIN CLIENTS, ENJOY HIGHER PROFITS IN 2025!

5-Week Virtual Program: AI Marketing for Advisors-October 23, 30, November 6, 13 and 20.

Transform Your Marketing from Time-Consuming Burden to Powerful Growth Engine

Our industry’s first AI marketing program tailored for advisors.

• Step-by-step framework for building your marketing strategy
• 5-week training, 10 hours instruction, with weekly actionable deliverables
• 5 weekly, one-hour clinics for personal instruction
• 83+ advisor-specific, easy-to-use marketing prompts
• Custom, one-page, 12-month AI driven marketing plan
• Updated value propositions for ideal clients and niche markets
• Advisor-specific email campaigns, content creation, and social media

• AI-backed video, podcast and blog processes for content creation.

• Custom, personalized AI-writing codes to reflect your style and tone
• Tailored guidance on integrating AI tools and marketing workflows
• Your own 24/7 AI marketing director

Here's a shocking statistic: 80% of financial advisors don't have a defined marketing strategy.

But here's what's even more surprising: It's not your fault.

Until now, creating and executing a consistent marketing strategy required either:

• Significant time you don't have
• Marketing expertise you shouldn't need
• Staff resources you can't justify

But everything has changed.

The emergence of AI has transformed marketing from a time-consuming burden into a powerful opportunity for practice growth— if you know how to use it correctly.

Introducing The AI Marketing for Advisors:

Save Time, Win Clients, Drive Profits

 A groundbreaking 5-week program that transforms you into an AI-powered marketing expert in just 10 hours, helping you:

• Create your complete 2025 marketing strategy in your first two-hour session
• Build a consistent content creation system that takes 4 hours a month
• Develop a lead generation strategy that attracts qualified prospects
• Finally establish the marketing habits that drive sustainable practice growth

Get the AI Marketing Expertise to Save Time, Win Clients, Drive Profits

Yes, I want to master AI marketing, save time, and add new clients. Sign me up for the AI Marketing for Advisors program at the early-bird rate of $1,797 (deadline is October 9).

NOTE: Paid version of OpenAI's ChatGPT required for this class. Sign up or upgrade at www.chatgpt.com. (Sessions will be recorded and replays will be available for 90 days.)

What Makes This Program Different?

 ✓ Exclusive Focus: The only AI marketing program designed specifically for financial advisors

✓ Time-Efficient: Just 2 hours per week for 5 weeks, fitting your busy schedule

✓ Hands-On Learning: Lab sessions ensure you can implement everything you learn

✓ Immediate Results: Create your complete marketing plan in the first session

✓ Compliance-Aware: All strategies designed with regulatory requirements in mind

✓ Ongoing Support: 90 days of post-program guidance included

No AI experience required. No technical expertise needed. Just a desire to grow your practice in 2025.

Why This Program? Why Now?

The financial advisory landscape is shifting dramatically:

• Only 43% of advisors saw an increase in inbound prospect requests in the previous year
• Advisors with defined marketing strategies generate 168% more monthly website leads and 141% more new clients yearly compared to advisors with no strategy
• Early adopters of AI marketing are gaining a huge competitive edge

Source: Broadridge, 2023

Yet most advisors are falling behind.

Consider these findings from the 2024 Broadridge Financial Advisor Marketing Report:

• 85% of advisors find it challenging to make time for marketing
• 62% find their websites ineffective at generating leads
• Only 44% share personalized content with clients
• 74% aren't meeting client communication expectations

The cost of inaction is growing.

Without consistent marketing:

• Revenue growth becomes unpredictable
• Quality prospect flow diminishes
• Referral opportunities are missed
• Practice value stagnates
• Competitive position erodes

  But there's good news...

The AI Marketing Revolution Is Here

Imagine having both a marketing director AND a marketing assistant working for you 24/7:

• Crafting compelling content that sounds like you
• Building and nurturing your prospect list
• Creating engaging social media posts
• Developing custom client presentations
• Optimizing your website for lead generation
• Personalizing client communications
• Expediting follow-up sequences

All while requiring just 4 hours of your time per month.

This isn't science fiction. It's what advisors are already achieving with AI.

Transform Your Entire Marketing Approach With Advisor-Specific Strategies…

Finally, a marketing system designed exclusively for financial advisors that delivers consistent results in 4 hours a month. You'll master breakthrough, AI-tactics such as…

• Why becoming proficient at "AI prompting" is easier than learning Microsoft Word — and how this one skill will transform your marketing from burden to breakthrough in less than a week
• The exact process for how to turn a single recorded presentation into seven different marketing pieces — including social posts, blog articles, and email newsletters (complete with the AI prompts that make it happen) — without spending more than 30 minutes on the entire process
• The essential "3-Part Prompt Formula" that trains AI to perfectly match your writing voice and style — PLUS why this matters more than ever in today's trust-based marketplace
• Why traditional client personas fail to attract good clients and how to get AI-assisted ideal client personas that position your practice for Gen-Xers, Millennials and the $30 trillion transfer ahead
• The "Interview Inversion Technique" that turns AI into your personal content producer — asking you exactly the right questions to extract your expertise and transform it into engaging marketing material
• Four often-overlooked ways to customize educational content for different client types — and why this approach sparks new, qualified introductions for advisors who use it
• The website AI analysis trick that instantly reveals what's turning prospects away from your website — and the 15-minute AI fix that can boost your engagement and conversion rates
• How to use the "Content Cascade Method" to fill your entire quarter's marketing calendar in one afternoon — while maintaining full compliance oversight
• Why your current value proposition might be pushing away ideal prospects — and the simple AI technique that helps you craft the perfect message for your target market
• How to analyze your local competition's marketing in 20 minutes — and position your practice to stand out in ways that differentiates you from them
• Why most advisors struggle with video marketing — and how the "Script Shortcut System" is helping them create natural, engaging content in minutes

6 Reasons to Join the AI Marketing for Advisors Workshop

1. Because you'll finally escape the 80% of advisors trapped without a marketing strategy - In just your first two-hour session, you'll create a complete 2025 marketing plan that typically takes weeks or months to develop. Advisors with defined strategies generate 168% more monthly website leads and 141% more new clients yearly.
2. Because you're getting your own AI marketing director and assistant available to you 24/7 - Stop choosing between valuable staff resources or doing everything yourself. Your AI systems will handle content creation, prospect nurturing, social media, custom client presentations, and follow-up sequences - all while maintaining your unique voice and style.
3. Because early adopters of AI marketing are gaining a dramatic competitive advantage - While 85% of advisors struggle to make time for marketing and 62% find their websites ineffective, you'll be implementing proven AI marketing tactics that consistently connect with your ideal clients. The gap between AI-powered advisors and traditional practices grows wider every month.
4. Because you'll transform marketing from a time-consuming burden into a powerful growth engine - No more "blank page syndrome" or struggling to create consistent marketing content. Your AI marketing system will handle 80% of the work, from crafting compelling content and managing social media to optimizing your website and nurturing leads - all while you focus on serving clients.
5. Because this is the only AI marketing program designed specifically for financial advisors - No generic business applications or irrelevant examples. Every strategy, template, and each of the 83+ advisor-specific prompts is tailored for your unique needs and compliance requirements. As one advisor noted, "I got my money's worth the first day, frankly."
6. Because you get comprehensive support to ensure your success - Beyond the 10 hours of core training, you receive 5 weekly clinics for personal instruction, 90 days of implementation support, monthly group coaching calls, and access to Horsesmouth’s AI experts. You'll never be stuck trying to figure things out alone.

Remember, without consistent marketing, revenue growth becomes unpredictable, quality prospect flow diminishes, referral opportunities are missed, and your practice value stagnates. The cost of inaction grows every day.

Program Overview: Your Path to Marketing Mastery

October 23, 30, November 6, 13 and 20.

WEEK 1:  October 23, 1 pm ET/10 PT

Introduction to AI in Financial Advisor Marketing

Learn the step-by-step AI marketing framework that handles 80% of the work, brings in your ideal clients, and finally puts you in command of your practice’s growth.

WEEK 2: October 30, 1 PM ET/10 AM PT

Creating and Filling Your AI-Powered Content Marketing Calendar

Finally escape the ‘blank page’ syndrome and start delivering consistent, professional insights that showcase your expertise—all with AI doing the heavy lifting.

WEEK 3: November 6, 1 PM ET/10 AM PT

Lead Gen and Digital Marketing With AI: Website, Social, Visuals, and 1,000+ Email List

Turn your digital presence into a consistent source of qualified leads by mastering the AI tools that optimize your website, social media, and email—all working together.

WEEK 4: November 13, 1 PM ET/10 AM PT

Advanced AI Marketing and Client Engagement Integration

Turn every client interaction into an opportunity for practice growth with AI-powered tools that enhance your value proposition, systematize referrals, and create raving fans who actively champion your services.

WEEK 5: November 20, 1 PM ET/10 AM PT

AI-Powered Video, Podcasts, and Marketing Automation: Putting Your Plan Into Action

Complete your marketing transformation with video and podcasts, speed up execution across all channels, and implement the one-page road map that ensures your best year yet.

Each week includes:

• 2-hour live training session
• Hands-on lab time with expert guidance
• Implementation exercises
• Real-world examples and templates
• Interactive Q&A

BONUS: 90-Day Implementation Support

To ensure your success, you'll receive:

• Monthly group coaching calls
• Access to our AI Marketing Expert Help Desk
• Implementation checkpoints and accountability
• Ongoing strategy refinement support

Program Materials

You will receive comprehensive resources to support your AI Marketing for Advisors program, all conveniently housed in the AI Marketing for Advisors Advisor Virtual Clubhouse. This includes:

All session recordings (available for 90 days)

All program resources:

• Slides
• Transcript
• Notes/Summaries
• Session prompts and homework
• Clinic recordings
• Other resources

These valuable tools will be at your fingertips, empowering you to effectively integrate generative AI into your daily work and confidently navigate the AI landscape. With the AI Marketing for Advisors Clubhouse, you'll have a centralized hub to access the knowledge, skills, and resources needed to transform your practice and achieve long-term marketing success.

Your Expert Guides:

Sean Bailey, Horsesmouth's Editor-in-Chief, has dedicated over 3,000 hours to mastering ChatGPT and other generative AI tools, ensuring this AI for Financial Advisors program delivers the knowledge and skills you need to transform your practice, optimize client engagement, and stay ahead in the AI-driven financial industry.

Devin Kropp is Associate Editor of Horsesmouth’s Advisor/Client Marketing program. Devin holds the Facebook Blueprint Certification and has created and managed Facebook ads for financial advisors over the years. Working with advisors through Advisor/Client, she has helped many achieve their marketing goals.

Chris Holman is Horsesmouth’s executive coach. His career in financial services spans 35 years as a financial advisor, a national director of investments, and an executive coach. He is a member of the International Coach Federation (ICF), specializing in coaching financial advisors, especially through group coaching.

Doug Pierce is an Associate Editor at Horsesmouth, where in addition to editorial, he works on digital media production, from video, to livestreaming and podcasts. He may or may not hold the world record for number of webinars hosted.

What Makes This Program Different?

✓ Exclusive Focus: The only AI marketing program designed specifically for financial advisors

✓ Time-Efficient: Just 2 hours per week for 5 weeks, fitting your busy schedule

✓ Hands-On Learning: Lab sessions ensure you can implement everything you learn

✓ Immediate Results: Create your complete marketing plan in the first session

✓ Compliance-Aware: All strategies designed with regulatory requirements in mind

✓ Ongoing Support: 90 days of post-program guidance included

Your Investment

Regular Price: $1,997

Includes:

• Complete 5-week program
• All sessions recorded
• All lab sessions and materials
• 90 days of implementation support
• Templates and prompting guides
• Access to expert team

Secure Your Competitive Advantage and Sign Up Now

The AI marketing revolution in financial services is just beginning. Early adopters will gain an insurmountable advantage in their markets.

Don't let another year pass with inconsistent marketing holding back your practice growth.

Join us for the AI Marketing for Advisors and make 2025 the year your marketing finally drives the growth you deserve.

Your AI Marketing for Advisors program fee will be charged directly to your credit card. Our online process is secure, and you can safely provide your credit card information in the form below. (Note: If you are a Master Member, the program fee of $1,997 will be discounted 25% for a $1497.75, our introductory pricing for this exclusive program.)

Includes:

• Complete 5-week program
• All sessions recorded
• All lab sessions and materials
• 90 days of implementation support
• Templates and prompting guides
• Access to expert team

Cancellation and Refund policy

Your workshop registration fee is 100% refundable if you cancel and contact Horsesmouth’s Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.

Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit of 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given.

Substitutions/name changes may be made at any time prior to the event without penalty.

Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial professionals succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884 ext. 1
(Outside U.S.): 1-212-343-8760