NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Advisor Funnies: In the words of Kurt Vonnegut: “Laughter and tears are both responses to frustration and exhaustion. I myself prefer to laugh, since there is less cleaning to do afterward.”
Advisor Funnies: Tasting American wines, circa 1980, some suspicious vino…and the limits of what a vacation in Italy can do for you.
Advisor Funnies: Barbie’s Instagram, the rotary phone, the wrong number and more…
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
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