NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Horsesmouth Essential: A surprising number of advisors experience discomfort about what they do for a living—and those feelings can dramatically undermine performance and productivity. If you’ve found your success rate flagging, try these simple techniques for detecting latent negativity and eliminating it, once and for all.
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The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025