Consistent marketing made easier with AI

A focused, 3-hour workshop for financial advisors

You know marketing matters. Finding topics, writing content, and keeping your website, email, and social channels active can be difficult alongside serving clients and running your practice.

This workshop will help you use AI to clarify your message, create content for your ideal audience, and get more mileage from the work you already produce.

You’ll learn how to move beyond generic AI copy and build a repeatable process for marketing that sounds like you and gives prospects a clearer reason to connect.

Your package includes:

Content multiplication toolkit
30-point website assessment
Marketing visuals prompt collection

These tools make consistent marketing easier to keep up with.

Price: $795

Date and time: December 3, 2:00 p.m.–5:00 p.m. ET

What you’ll learn

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

How to direct AI to write for your audience in your voice
Ways to clarify your value proposition and use it across your marketing
Techniques for generating relevant topics and building a manageable content plan
How to turn one article or idea into email, social posts, and other marketing pieces
Ways to evaluate your website for unclear messaging and missed opportunities
How to refine AI drafts into concise, useful content

The workshop is designed to help you move from occasional content creation to a more consistent marketing process you can sustain.

Turn what you learn into prospect conversations

The workshop will show you how to:

Address the questions and concerns your ideal clients bring to financial decisions
Explain your services and the value of your planning approach more clearly
Adapt a useful topic for your website, LinkedIn, and email
Develop outreach that gives prospects a relevant reason to respond

Use these approaches to build familiarity, demonstrate your expertise, and create openings for follow-up conversations.

A practical workshop for advisors who want to market more consistently

This workshop is a fit for advisors who want to:

Keep marketing moving during busy client-service periods
Spend less time facing a blank page
Create content that reflects their expertise and personality
Reach a clearer target audience
Improve their website and marketing message
Give their team a repeatable content workflow

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 AI to Understand Your Audience and Voice

Learn how to provide the direction and examples that lead to more relevant drafts.

Clarifying Why Clients Choose You

Use AI to examine and strengthen your value proposition.

Building a Practical Content Plan

Generate useful topics and organize them into a manageable publishing schedule.

Turning One Idea Into Multiple Marketing Pieces

Practice adapting content for email, social media, and your website.

Improving Your Website and Marketing Copy

Identify unclear language, strengthen headlines, and make the next step easier for prospects to understand.

Leave ready to use it

You’ll finish with a practical approach to planning, creating, and refining your marketing—so staying visible takes less effort and your message gives the right prospects more reason to engage.