Turn AI Into a Growth Engine—Whether You’re Just Starting or Ready to Go Deep

Leverage AI. Save Time. Grow Your Practice.

AI for Advisors Pro gives you the AI skills, systems, and support to grow faster, serve clients better, and stand out—with guided tracks for both beginners and advanced users. You get:

• A full year of expert-led AI training, 100+ prompts, and unlimited access to live session replays
• Unstuck fast with live help every week
• Build your own GPT training, plus pre-built AI tools like AdvisorNotes, Compliance Pre-Check, and Ideal Client Persona
• Step-by-step guidance to ChatGPT, Copilot, and other AI models
• Hands-on training to apply AI across your business
• AI-powered growth engine for leads, content, and client acquisition
• Client-first systems for timely, tailored, personal onboarding and communication
• Weekly briefings, new prompts, Q&A, and real-world advisor AI insights
• Founders' pricing locked at $497 when you act by Oct. 31.

No More Reinventing the Wheel

"This program has been a game changer! I just love that with AI, we’ve consolidated our entire message platform and eliminated the need to recreate the wheel every time we need marketing content. I think it's phenomenal, and I want to thank you for the program."

— Norris Brodsky, Pikesville, MD

What’s the Real Challenge Advisors Face with AI?

You’ve heard the hype. You’ve seen the tools. Maybe you’ve even tried ChatGPT or Copilot—but it didn’t sound like you, or it took more time than it saved. The bigger challenge? You want to grow and deepen client relationships without burning more hours or making compliance missteps.

But most advisors are stuck with piecemeal tools for business development, no real strategy, and doing things the ways they’ve always done them, even knowing that approach doesn’t seem efficient or effective.

They’re spending valuable time doing work that could be expedited, delegated, or even automated with the right AI assistance.

That’s exactly what AI for Advisors Pro solves.

Introducing: AI for Advisors Pro

Finally—AI training that speaks advisor-specific language. AI for Advisors Pro gives you the tools, training, and support to start using AI—confidently and compliantly—across every part of your practice.

No tech-speak. No fluff. Just real tools, real results, and step-by-step guidance that works.

Solves Real Advisor Problems—Now and Later

AI for Advisors Pro is designed to eliminate the most time-consuming, growth-limiting tasks in your business so you can get back to higher-value work. You’ll learn how to:

• Expedite meeting prep, notes, and follow-ups
• Standardize client emails, posts, and updates—in your voice
• Streamline referral follow-up and onboarding
• Tailor marketing content to resonate with key client segments
• Navigate the world of Generative AI and understand what’s really going on behind the headlines
• Save 5–10 hours a week—without sacrificing your personal touch

Whether you’re just getting started or ready to build your own AI tools, this membership program meets you where you are—and helps you move forward faster.

Quick-Win Insights from Advisors Using AI Now

Some comments and achievements from advisors who’ve completed Horsesmouth’s AI training:

• Stacy Sachs: “Best meeting we’ve ever had.” Prepped a high-stakes reinvestment meeting in minutes using an AI agenda framework.
• Victor Conner: Seamless $385K trade. Used AI to prep for an annuity replacement conversation—with zero guesswork.
• Giselle Crout: Taught her team to speak human. AI prompts helped junior advisors rewrite their value prop in their own voice.
• Terry Burke: Saved hours on prep. Used AI to extract vendor data and generate questions—plus turned PDFs into spreadsheets instantly.

See below for more details on these quick wins

✅ Yes! Enroll me in AI for Advisors Pro—The only membership built exclusively for financial advisors ready to turn AI into a real productivity engine.

Join now during our pre-launch window and get our “Founders” introductory rate—all of this for just $497 (Membership fee rises to $597 by 2026):

• 12 months of expert-led AI training and implementation support
• Access to custom-built GPTs like AdvisorNotes, plus exclusive prompt templates
• A growing vault of repeatable workflows and advisor use cases
• Weekly use-case briefings and monthly live sessions with experts
• Accelerate new client pipeline and turn freed-up hours into more prospect meetings, referrals, and steady AUM growth.
• No fluff, no tech-speak—just real tools and results for real advisors

⚠ This is the lowest price we’ll ever offer. Renewals and future memberships will be $597/year or higher. Official AI for Advisors Pro programming starts Oct. 31, but founding members will be invited to special pre-launch trainings and AI member “town halls” to assist in shaping this new program.

Finally Clear on Who We’re Talking To

"Using AI to help define our ideal client persona has been a game changer. In the past, we struggled to decide who we were really talking to in our marketing. This program helped us finally clarify that.

“It’s also enabled us to create content that’s not just for generating leads, but also for nurturing existing prospects — through tailored emails and short videos. That’s the power of this new process ."

Sam Rodriguez, Foundation Wealth Partners, Southlake, TX

Start Where You Are: Two Entry Points, One Complete Program

Whether you’re advanced or just getting started with AI, AI for Advisors Pro is designed to meet you where you are—and take you to the frontier of applied AI for financial advisory practices that drive profitability and deepen client impact through smart, strategic and tactical use of generative AI.

Our program includes foundational training for those new to AI, as well as advanced applications for advisors ready to push the boundaries. Everyone gets access to the same powerful tools, sessions, and support.

You’ll find guided tracks for both, with content that evolves alongside the AI landscape—so you’re continually enhancing your practice, attracting ideal clients, driving greater profitability.

FOUNDATIONAL TRACK

Mastering the Essentials of AI

Build confidence, clarity, and daily competence with generative AI. Our foundational track delivers comprehensive 101 training tailored precisely for financial advisors.

You’ll learn what generative AI is, how it works, and—more importantly—how to apply it now across your client communications, meetings, and marketing so you’re talking with better prospects, adding new AUM, and enjoying more free time to think about your business or just enjoy life.

In a nutshell, you’ll learn how to:

• Navigate ChatGPT and Copilot evolving interfaces so you can make the most of their powerful features, tools, and settings.
• Craft effective prompts using Horsesmouth’s PowerPrompt Framework.
• Use AI to prep for client meetings.
• Leverage AI for marketing to build your first prompt workflows.
• Develop a consistent marketing rhythm using your own AI-powered marketing content system.
• Design and develop custom infographics for client education.
• Learn proven frameworks and best practices to minimize AI inaccuracies.
• Configure AI tools to address compliance, security, and privacy.

You’ll finish the foundational track with real workflows you can use, take time back on your calendar, and utilize the tools to make AI a consistent asset in your practice.

Detailed Foundational Tracks

Your live and on-demand foundational tracks will include:

• Understanding ChatGPT and other AI personal assistants: Get quick-start guidance on using ChatGPT, Copilot and other AI assistants as timesaving, task-crushing tools in your advisory practice—while learning to navigate ChatGPT’s and Copilot’s evolving interfaces, features, and settings to ensure a secure and productive experience.
• Prompting Fundamentals for Advisors: Master the essential skills every advisor needs—no tech background required—using Horsesmouth’s PowerPrompt Framework to craft clear, effective prompts. You’ll develop the practical fluency needed to operate AI models with speed and precision and apply what you’ve learned using the AI for Advisors Pro growing Prompt Vault collection, featuring more than 100 advisor-specific examples.
• Cowriting with AI: Learn how to guide AI using your personal writing style and brand voice so it sounds like you. You’ll use real-world techniques and build repeatable writing workflows for blog posts, social media, and personalized client newsletters.
• AI-Powered Client Meetings: Learn how to use AI to create personalized agendas that make every client conversation more strategic, relevant, and high-impact. Then streamline your prep, summaries, follow-ups, and CRM entries with AdvisorNotes—a custom Horsesmouth tool that helps you write personalized emails, capture key points, and generate tailored next steps in minutes.
• Introduction to AI-Marketing: Discover how to market your advisory practice smarter, faster, and more consistently, without hiring help or burning out. You’ll learn how to use generative AI to create blog posts, social media content, and personalized newsletters for your website, LinkedIn, email outreach, and more.
• AI Adoption and Habit Building: Learn how to introduce AI across your team, overcome resistance, foster collaboration, and make AI a consistent, purpose-driven part of your daily workflow.
• Creating Infographics That Connect: Learn to use AI to design personalized infographics for client meetings and presentations. You’ll also explore image-generation tools that elevate your marketing and communication with clear, compelling visuals.
• Optimizing Accuracy With AI Tools: Learn proven frameworks and best practices to minimize AI inaccuracies (hallucinations). You’ll learn how to validate and refine AI-generated content so you can use it confidently and reliably in your day-to-day work.
• Understanding AI Security, Privacy and Compliance: Discover how to address common concerns around compliance, data protection, and confidentiality. We’ll highlight safe configurations and habits to help protect client trust while staying mindful of regulatory expectations.

ADVANCED TRACK

Next-Step Mastery for Advisors Ready to Push the Boundaries

Achieve your new client growth goals by tapping the deeper capabilities of AI.

Already using tools like ChatGPT, Copilot, Claude, or Gemini? The Advanced Track in AI for Advisors Pro is built for advisors ready to move beyond basic prompting and turn AI into a growth engine.

This isn’t about an AI strategy for your business. It’s about driving your business by leveraging AI in your daily workflow, so it becomes a force multiplier for profitable growth.

This is where experienced advisors turn AI into real systems: expediting high-value work, creating personalized AI tools (GPTs), and scaling their client impact without adding headcount.

In a nutshell, the Advanced Track helps you:

• Turn AI into your thinking partner for strategic planning, problem solving, and service model evolution.
• Build an AI-powered marketing engine that generates campaigns, content, and client growth.
• Personalize every client meeting with an AI toolkit that drafts agendas, uncovers planning gaps, and saves hours.
• Communicate with confidence using smart messaging tools that adapt tone, reinforce your value, and stay on-brand.
• Automate high trust prospecting with AI that researches leads, crafts tailored outreach, and turns cold contacts warm.
• Design and deploy your own GPTs—custom AI assistants that streamline marketing, operations, and client work.
• Get a first look at the next wave of AI—where tools begin working together to tackle complex tasks on your behalf.

Plus, as AI evolves, so do we: new modules, new use cases, and expert briefings are added regularly keeping you at the forefront of the advisor-AI frontier.

Detailed Advanced Tracks

Your live and on-demand foundational tracks will include:

• Beyond Prompting for Advisors: Learn to think with AI, not just use it. This track shows you how to frame better questions, shape deeper analysis, and co-develop strategic solutions—whether you're tackling business growth, evolving your service model, or navigating complex client situations.
• AI-Accelerated Marketing Engine: Turn AI into your personal marketing team—planning, drafting, and repurposing content across email, social, blog, and video with speed and consistency. You’ll use custom Horsesmouth AI tools like the Marketing Audit, Website Critique, Value Proposition Builder, Ideal Client Profiler and Marketing Message Platform to sharpen your messaging and generate campaigns that attract and convert your best clients.
• Client Meeting Prep System: Build your own AI-powered “Client Meeting Kit” system that personalizes every agenda, identifies key planning gaps, and drafts tailored follow-ups in your voice. You’ll learn to use prompt chaining, memory, and file inputs to create repeatable, high-impact meeting workflows that elevate client conversations and save hours every week.
• Smart Client Communication Suite: Strengthen client relationships with clear, timely communication—before, during, and after every meeting. You’ll use AI as a collaborative partner to personalize tone, reinforce your value, and respond with confidence. Includes tools like AdvisorNotes, your Message Platform, and the Compliance Pre-Check to ensure every message is thoughtful, consistent, and on point.
• Personalized Prospecting Toolkit: Use AI to research leads, craft tailored outreach, and follow up with messages that feel handcrafted. You’ll build a repeatable prospecting system that leverages your Ideal Client Persona, uncovers key talking points, and generates insight-rich introductions that convert curiosity into conversations.
• AdvisorGPT Build Lab: Learn how to design, build, and deploy your own personal GPTs—custom AI assistants that align with your practice, tone, and workflow. You’ll create fully functional GPTs that support key parts of your business, no coding required. That includes custom tools for client meeting prep, onboarding, team task management, and compliance reviews.
• Meet Your Future AI Team: Agentic AI is the next frontier—where modular AI assistants don’t just generate content, they take action. This is your first step into the world of agentic AI—where multiple AI personas work together to drive real business outcomes. You’ll explore how these emerging tools can automate client research, personalize outreach at scale, and even assist with compliance prep—all while freeing up your time for high-value conversations.

Stay Connected, Stay Current, Stay Supported

AI for Advisors Pro isn’t just a course—it’s an ongoing advantage. You’ll get expert-curated tools, real-time training, and community support to keep your AI skills sharp and your practice ahead of the curve.

Everything is built to be practical, repeatable, and easy to implement, so you can keep making progress without getting overwhelmed. You’ll enjoy:

• Live Weekly Engagement: New member orientation, hands-on mini-webinars, and AI office hours with our team.
• Weekly/Monthly Newsletter Content: Curated briefings, tool updates, and new, real advisor prompts to keep you current.
• SmartPrompt Vault: No-code templates, scripts, and workflow guide you can use immediately.
• Replay Access: Full archive of all past live sessions so you never miss a tactic or walkthrough.
• What’s Next, AI: Strategic insights and plain-English updates on platform shifts, risks, and real-world applications.
• Q&A + Community: Submit questions, learn from peer use cases, and shape future content based on your needs.

What Advisors Are Building With AI

AI for Advisors Pro members aren’t just experimenting—they’re creating lasting improvements in how their businesses operate. From onboarding to marketing to succession, they’re embedding AI into the workflows that matter most, such as:

• Standardized onboarding and review processes: Save time and ensure consistency across client experiences.
• Tier-based communication flows: Customize messaging and outreach by client segment using smart AI templates and workflows.
• Consistent marketing systems: Build repeatable content workflows that keep you visible and valuable.
• Succession and transition prep: Use AI to document systems, draft transition plans, and preserve institutional knowledge.
• Smart assistant mindset: Apply AI where it adds leverage—not to replace judgment, but to enhance execution.

Now I Actually Have Time to Market

“I’m really excited to use this program to finally complete the projects I’ve put off — not because I lacked motivation, but because I didn’t have time. The AI tools we’ve learned are going to make all the difference.”

— Sarah Lehn, Fairlane Investment Advisors, Inc., Detroit area

Your AI for Advisors Pro membership gives you the skills, tools, and habits to build smarter systems today—and a foundation for even more powerful workflows tomorrow. We’ll be here to help you scale when the time comes.

Best Client Meeting in 20 Years

"When a long-time client sold an apartment complex, Stacy Sachs needed to quickly prep for a high-stakes conversation about reinvesting the proceeds and deferring capital gains. Using a ChatGPT client meeting prep prompt he learned in Horsesmouth’s AI training program for advisors, Stacy generated a custom agenda and strategy outline in minutes. The result? The client called it “the best meeting we’ve ever had.” For the first time, he opened up about legacy planning and agreed to revisit his ultra-conservative portfolio. Stacy left with a follow-up meeting booked—and a breakthrough years in the making. "

— Stacy Sachs, Arlington Heights, IL

$385K Trade, Zero Guesswork

Before a client review, Victor Conner used ChatGPT to prep for a conversation about replacing an underperforming annuity. Before the meeting, he prepared an agenda following the framework he learned in the AI-Powered Financial Advisor program. He entered the meeting a polished, detailed agenda. The result? A $385,000 annuity trade—seamless, confident, and client-approved. “It looked really good,” Victor said. Time saved. Outcome secured."

— Victor Conner, Boyton Beach, FL

Making the Message Their Own

Giselle Crout knew her team could describe the firm’s services—but not always in their own words. To help junior advisors sound more authentic in client conversations, she turned to ChatGPT. Using prompts developed in the AI-Powered Financial Advisor program, Giselle coached her team to rewrite the firm’s value proposition in a voice that felt natural and personal. The result? More confident conversations and stronger client connections. “I wanted them to stop repeating canned language,” she said. “Now they actually own the message.”

— Giselle Crout, San Luis Obispo, CA

Vendor Meeting Prep in Minutes

When reviewing direct indexing vendors, Terry and his partner used ChatGPT to analyze PDF marketing materials and generate tailored questions. The result? “We developed a faster, better framework for evaluating options—without drowning in paperwork.” Later, faced with dozens of expiring options across client accounts, Terry uploaded Schwab’s PDF data into ChatGPT. The AI converted it into a spreadsheet in moments. Impact: “It saved me at least a half-hour of manual data entry—probably more.”

— Terry Burke, Barrington, IL

7 Reasons Why You’ll Want to Join AI for Advisors Pro

1. Because AI isn’t a gimmick—it’s already transforming how professionals work.
   From Microsoft to Harvard Business Review, the data is clear: business pros using AI save time, make faster decisions, and report higher job satisfaction. AI for Advisors Pro ensures you stay ahead—not behind.
2. Because your competitors are catching on fast.
   Horsesmouth’s 2025 Advisor AI Usage survey shows that nearly 78% of advisors are now using AI weekly for critical tasks like research, writing, and strategy, but only 31% have learned to leverage AI into their practices daily. If you're not learning how to integrate AI now, you risk losing ground to more agile firms.
3. Because AI for Advisors Pro is built specifically for your world.
   Unlike generic courses, this program is designed for financial advisors with compliance-aware prompts, planning-specific workflows, and tailored workflow tools that save you hours on marketing, meetings, and client prep.
4. Because it turns AI from a mystery into a multiplier.
   Our program teaches you exactly how to use tools like ChatGPT, Copilot and others as assistants—not just for content, but to brainstorm, plan, summarize, and repurpose work across your entire practice.
5. Because you're too busy to waste time on trial and error.
   With hands-on guidance, ready-to-use frameworks, and weekly walkthroughs, you'll skip the guesswork and go straight to ROI—easily saving 5–10 hours per week (or more) while increasing your effectiveness and deepening client engagement.
6. Because mastering AI is now a professional skill for you, not just your assistants.
   Harvard Business Review found that high-performing professionals don’t just use AI—they learn how to use it well. AI for Advisors Pro builds your fluency, so you can lead—not lag—in the next wave of advisor innovation.
7. Because your time is too valuable for repetitive work.
   Survey data shows that top advisors are offloading research, writing, and prep to AI tools, freeing up time for strategic planning and client relationships. We’ll show you how to expedite the busywork while keeping your personal touch. 

Your AI for Advisors Pro Team:

Sean Bailey is editor in chief at Horsesmouth. Since 2023, Sean has logged over 3,000 hours of training in generative AI and is the creator of The AI-Powered Financial Advisor and AI-Marketing for Advisors—two pioneering programs helping advisors confidently apply AI across their practices.   

 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.

Become a Member of AI for Advisors Pro Today

Your AI for Advisors Pro membership fee will be charged directly to your credit card. Our online process is secure, and you can safely provide your payment information below. To save you time, your membership will renew automatically at the end of its term at the Founder-level exclusive rate of $497/year. (You can cancel anytime.) We’ll send you a reminder two weeks before your card is charged so you have time to update your billing info if needed.

Accepted Credit Cards

Visa, MasterCard, American Express, and Discover. Secure payment processing provided below.

Risk-Free Guarantee on AI for Advisors Pro

We believe this program is essential for financial professionals navigating today’s fast-changing AI landscape. That’s why we make this promise:

Learn the AI tools. Use the AI workflows. Apply them in your business for 12 months. If you don’t find that you’re saving time, communicating more clearly, and making smarter use of AI across your practice—we’ll refund your full purchase price.

No questions asked. Just contact: Horsesmouth, 230 Park Avenue, 3rd Floor West, New York, NY 10169. Phone: 212-343-8760, Ext. 1

FOR INSTANT SERVICE CALL TOLL FREE: 1-888-336-6884 ext. 1 (Outside U.S.: 1-212-343-8760)