Spend less time preparing. Bring more to every client conversation.

A focused, 3-hour workshop for financial advisors

Preparing for meetings, writing follow-ups, and keeping clients informed can consume much of your week, leaving less time for the relationships those tasks are meant to support.

This workshop will help you use AI to prepare more thoughtful meetings, explain complex topics clearly, and turn meeting notes into useful follow-up communications more efficiently.

You’ll learn practical ways to get results that reflect your voice and your clients’ needs, with a repeatable process you can bring into your daily work.

Your package includes:

Client meeting preparation toolkit
Advisor notes and follow-up kit
Write Like You toolkit

Price: $795

Date and time: November 19, 2:00 p.m.–5:00 p.m. ET

What you’ll learn

During this 3-hour session, you’ll explore:

How to give AI the context and direction it needs to produce useful results
Ways to build meeting agendas that surface client priorities and strengthen discussions
A practical workflow for turning meeting notes into summaries, follow-up drafts, and CRM-ready notes
Techniques for explaining complex financial concepts through clear language and everyday analogies
Ways to draft more personal, empathetic communications, including during sensitive life events
How to review and refine AI drafts before using them with clients

The workshop is designed to help you move from experimenting with AI to using it consistently in client preparation, education, and follow-up.

Turn what you learn into stronger client relationships

The workshop will show you how to:

Prepare questions that help uncover client concerns and priorities
Create educational explanations tailored to a client’s level of understanding
Develop follow-ups that reinforce the discussion and clarify next steps
Build repeatable workflows for communications you create frequently

Use these approaches to spend less time starting from scratch and more time applying your judgment to each client’s situation.

A practical workshop for advisors who want more time for clients

This workshop is a fit for advisors who want to:

Reduce the time spent on meeting preparation and follow-up
Make client conversations more focused and productive
Communicate more consistently without adding hours to the workweek
Personalize service as their practice grows
Get AI results that sound more like them
Give their team a shared approach to using AI

Workshop presenters

Devin Kropp

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

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.

Workshop agenda

Getting Useful Results From AI

Learn how context, clear instructions, and refinement improve the quality of your drafts.

Preparing for Better Client Meetings

Use AI to develop agendas, discussion questions, and explanations around client priorities.

Making Financial Concepts Easier to Understand

Practice creating clear explanations and analogies for client education.

Streamlining Notes and Follow-Up

Work through a process for turning meeting notes into organized summaries and actionable communications.

Making AI Part of Your Client-Service Routine

Identify recurring tasks and establish practical habits for you and your team.

Leave ready to use it

You’ll finish with a clearer approach to using AI before and after client meetings—and practical ways to give clients more thoughtful attention while reducing the work surrounding each conversation.