Supercharge Your Productivity: Learn How AI Transforms Hours into Minutes in Our 4-Week Advisor-Focused Program

Master the power of generative AI and transform your business in just four weeks

Through a series of focused 2-hours sessions and practical modules, you will:

• Develop a deep understanding of generative AI principles and how leading models like ChatGPT and Claude will boost your business IQ
• Master the art and science of effective prompting for seamless collaboration with AI
• Discover AI-driven content creation strategies for meaningful marketing and client engagement
• Learn leadership strategies for successful AI adoption and team empowerment

Unleash the Power of AI to Revolutionize Your Practice

Imagine completing 25% more work in less time while delivering higher quality results. This isn't a far-off dream—it's the reality of generative AI today.

But that's just the beginning. AI can save you 80-90% of the time on crucial tasks:

• Blog post drafts: from 2 hours to 5 minutes
• Email newsletter: from 2 hours to 10 minutes
• Marketing plans: from weeks to a single day
• Press releases: from 3 hours to 5 minutes

These aren't just numbers—they're hours given back to you. Hours you can invest in client relationships, strategic growth, or simply reclaiming your work-life balance.

AI Isn't Just the Future - It's Your Competitive Edge Today

As a financial advisor, your expertise is invaluable. Now, imagine amplifying that expertise with AI's efficiency. You're not just adapting to the future; you're positioning yourself at the forefront of a revolution in financial advisory services.

The AI advantage isn't just about working faster—it's about working smarter. It's about delivering more value to your clients while taking back control of your time.

Welcome to the new era of AI-empowered financial advising. Are you ready to transform your practice?

Become the AI-Powered Financial Advisor This Spring/Summer

Yes, I want to expand my AI knowledge, boost my efficiency, and master cutting-edge AI skills. Sign me up for the AI-Powered Financial Advisor program at the early-bird rate of $1,397 (deadline is June 4). Please note, attendees who sign up after June 4  will have access to digital versions of the classroom material. Your hard copy materials may not arrive until after the workshop begins.

NOTE: Paid version of OpenAI's ChatGPT 4o required for this class. Sign up or upgrade at www.chatgpt.com. (Sessions will be recorded and replays will be available for 90 days.)

7 Reasons to Act This Spring/Summer:

1. Because the program's focus on fostering a culture of innovation and collaboration within your team will drive long-term success. Leading your team in the adoption of AI will boost productivity and foster a collaborative environment, essential for sustained growth and team satisfaction.
2. Because the AI-Powered Financial Advisor program is tailored specifically for financial advisors, addressing your unique needs and challenges. Customized training ensures that the content is directly applicable to your practice, maximizing the benefits you derive from the program.
3. Because you will gain exclusive insights into AI tools for video and audio content creation, enhancing your digital presence and client communications. Creating engaging multimedia content will set you apart from competitors and resonate more effectively with your target audience.
4. Because the program's curriculum covers everything from AI prompting to marketing, client engagement, and team leadership. This approach ensures you gain the skills needed to fully integrate AI into all aspects of your advisory practice, enhancing efficiency and client and team satisfaction.
5. Because mastering AI will enable you to optimize your daily workflows, freeing up more time for strategic client engagement and business growth. Integrating AI into your practice allows you to focus on high-value activities that directly impact your bottom line.
6. Because learning effective AI prompting techniques will empower you to generate high-quality, relevant outputs that enhance client interactions. The art of crafting prompts is crucial for leveraging AI's full potential.
7. Because you'll finally have a systematic, repeatable process for leveraging AI to engage clients, deliver value, attract prospects, and convert them into long-term clients - solving the common challenges of inefficiency and scalability that plague many advisors.

Three Types of Advisors Who Will Benefit:

1. Ideal for advisors new to AI, this program offers foundational knowledge and practical integration strategies.
2. Perfect for advisors already using AI, aiming to enhance their skills and leverage more advanced applications.
3. Essential for team members who will utilize AI, ensuring a unified approach to technology adoption.

Revolutionize Your Marketing and Supercharge Your Client Acquisition

Introducing the AI-Powered Financial Advisor, a transformative program designed to elevate your success through powerful AI tools and strategies, supported by four weeks of coaching and six months of ongoing support.

Goal: Equip you with the knowledge, skills and mindset to integrate generative AI into your daily work, optimizing your time and resources, enhancing your client interactions, streamlining your marketing, improving collaboration, and providing personalized, efficient service to grow your practice.

Objective:  You will gain a deep understanding of generative AI models, hands-on experience with AI content creation tools, and learn effective prompting principles. You'll develop an AI collaboration mindset, integrate AI into your daily workflows, and establish a habit of regularly integrating AI tools into your daily workflows and best practices.

How the AI-Powered Financial Advisor Program Works

This coaching program will guide you on all aspects of developing your AI-powered advisory practice. You'll meet with your coaches and fellow advisors every week for four weeks.

Throughout the program, you'll engage in action-planning exercises designed to help you apply the AI course content you've learned and implement it directly to your practice.

After each module, within each session, you'll complete a portion of a plan that captures your insights and ideas, which will ultimately form the foundation of your personalized AI-Powered Roadmap for a Thriving Practice.

By the end of the four-week program, you'll have a comprehensive roadmap for integrating AI into your daily workflows, developing consistent AI habits, and transforming your practice. This plan will serve as a valuable resource as you embark on your AI-powered advisory journey, ensuring you stay on track and achieve your goals

Agenda for the AI-Powered Financial Advisor Program

Four weekly 90-minute sessions on Wednesdays (1 PM EDT) from June 18-July 9, 2025.

Session #1: Embracing the Generative AI Revolution

Wednesday, June 18, 2025
1:00 pm - 3:00 pm ET/10:00 am – 12:00 pm PT

• Why Gen AI Is a Force-Multiplier for Advisors in this Era of Exponential Tech Advancements
• Generative AI 101: Understanding ChatGPT, Claude, and Other Leading AI Models
• How the Art & Science of Effective Prompting Will Deliver Co-Intelligence for AI-Advisor Collaboration

Session #2: Transforming Client Engagement with Generative AI

Wednesday,  June 25, 2025
1:00 pm - 3:00 pm ET/10:00 am – 12:00 pm PT

• Enhancing Client Meetings and Saving Time with AI
• AI-Powered Client Education: Simplifying Complex Concepts
• Streamlining Client Communication and Training AI to Write Like You

Session #3: Introduction to Gen-AI Powered Marketing

Wednesday,  July 2, 2025
1:00 pm - 3:00 pm ET/10:00 am – 12:00 pm PT

• Maximize Your Content ROI: AI-Driven Creating and Repurposing Techniques
• Optimizing Your Website Marketing Materials with AI
• Leveraging AI for Lead Generation Campaigns

Session #4: Leading Your Team's AI Journey 

Wednesday,  July 9, 2025
1:00 pm - 3:00 pm ET/10:00 am – 12:00 pm PT

• AI Adoption Strategies for Teams: Overcoming Resistance, Fostering Collaboration
• Making AI a Daily Habit: Strategies for Consistent and Purposeful Use
• Laying the Foundation for Your AI Roadmap: First Steps and Future Vision

Optional Friday Sessions AI Coaching Clinic

Every Friday at 1pm EDT/10am PDT for four weeks

Take advantage of our AI Coaching Clinics at 1pm EDT/10am PDT for four weeks. These live clinics (recorded for later viewing, too) provide a unique opportunity to work on specific AI challenges, explore additional AI software programs, and share insights and success stories with your peers. We'll you refine your AI strategies and address any questions or obstacles you may encounter.

Program Materials

You will receive comprehensive resources to support your AI-powered financial advisory journey, all conveniently housed in the AI-Powered Financial 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-Powered Financial Advisor Virtual Clubhouse, you'll have a centralized hub to access the knowledge, skills, and resources needed to transform your practice and achieve long-term success in an AI-driven industry.

Program Leaders:

Sean M. Bailey, editor in chief of Horsesmouth, has been giving webinars since 1999. He has interviewed and worked with hundreds of advisors about “what’s working now” in growing their businesses and built all that insight and experience into the Financial Education Webinar Coaching Program.    

 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.

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.

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.

Go Ahead and Sign Up Now: The AI-Powered Financial Advisor Virtual Training Program

Your AI-Powered Financial Advisor 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 $1,597 will be discounted 25% for a $1247.75, our introductory pricing for this exclusive program.)

Cancellation and Refund Policy

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 for 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. 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 or (Outside U.S.: 1-212-343-8760)