NEW FALL DATES ADDED:
October 24,  October 31, November 7, and November 14

(Sessions will be recorded and replays will be available for 90 days)

What Would You Do With an Extra 10 Weeks of Time Every Year?

Master Generative AI skills in just 4 weeks and start collecting on the life-changing AI Dividend that's redefining success for financial advisors

The AI-Powered Financial Advisor: A 4-week virtual coaching program that:

• Teaches you how to talk to AI models so they do what you tell them
• Shows you how to leverage AI for marketing and client engagement
• Teaches you to run AI-enhanced client meetings that save time, boost effectiveness
• Helps you start implementing massive time-savings tactics in your practice immediately
• Gives you 8-hours of expert-led virtual training and 4 hours of small-group interaction
• Pays for itself in the first week

The AI Revolution Is Here. Don’t Get Left Behind

Dear Financial Advisor,

Are you ready to ride the wave of AI that's heading your way?

Picture this: It's 2025, and Generative Artificial Intelligence is revolutionizing the business world.

Some advisors are thriving, using AI to work smarter, faster, and more efficiently than ever before. They're attracting more clients, providing better service, and growing their practices at a satisfying and controlled rate that matches their goals for success.

But others are struggling, left behind by a radical new technology that they so far have failed to embrace.

Which group will you be in?

Unbelievable "I thought the class was fantastic. I learned so much. It was unbelievable." — Stacy Sachs, SLSachs Financial Services, LTD, Arlington Heights, Illinois

CHALLENGE: Financial advisors are struggling to keep up with the rapid advancements in generative AI and are missing out on the transformative potential it holds for their practices.

SOLUTION: The AI-Powered Financial Advisor is our industry's only four-week virtual training program that empowers financial advisors to effectively integrate generative AI models into their daily work and practice.

But before we dive into what AI can do for you, your team, your clients, and your practice, let's take a moment to consider your current situation. Are you:

• Feeling confused or uncertain about what and how artificial intelligence can help you and your team save time, boost efficiency and deliver better client service?
• Unsure how to use AI to attract and serve your target market?
• Running client and prospect meetings that don't leverage the power of AI?
• Struggling to create compelling, personalized content for your clients at scale?
• Wondering how AI can supercharge your marketing efforts, helping you create targeted campaigns that resonate with your ideal clients?
• Looking for ways to use AI to enhance your client communications, making them more frequent, relevant, and impactful?
• Interested in leveraging AI to automate and optimize your team's workflows, freeing up time for high-value activities?
• Seeking to understand how AI can help you analyze client situations more effectively, leading to more personalized advice and service?
• Interested in using AI to enhance your financial planning process, making it more thoughtful, comprehensive, and efficient?
• Looking for ways to use AI to improve your practice's overall operational efficiency and profitability?

If you're nodding your head to any of these, you're in the right place. Because here's the thing: it doesn't have to be this way.

Imagine for a moment...

• Finally having a do-able, written marketing plan that works.
• Confidently using AI to streamline your prospecting process, identifying high-potential leads and personalizing your outreach in a fraction of the time.
• Running your business more efficiently than ever, with AI automating routine tasks, enhancing client communications, and optimizing your team's workflows.
• Delivering AI-enhanced client meetings and presentations that uncover deeper insights, anticipate client needs, and have prospects hanging on your every word.
• Using AI to analyze client data more effectively, leading to more personalized advice and allowing you to serve more clients without sacrificing quality.
• Leveraging AI to create engaging, interactive client reports and educational materials at scale, saving hours of work while improving client satisfaction.

Sounds pretty good, right? But how do you get there?

Enter The AI-Powered Financial Advisor: Your On-Ramp to AI Solution

The AI-Powered Financial Advisor is the industry's first and only program that combines three essential elements for advisor success in the AI age:

1. Deep understanding of AI and its applications to your business
2. Proven strategies for integrating AI into your practice
3. A structured, effective process to start using AI in client acquisition and service

It's like having a master key that unlocks the doors to AI-powered client acquisition, retention, and practice growth.

One of the most useful programs "Everything's been great. I'm still going through it. I think this is absolutely fantastic, one of the most useful programs I've ever done. I do think this puts us at the tip of the cutting edge." — Victor Conner, Conner Wealth Management, Boynton Beach, Florida

Through a series of focused sessions and practical modules, you will:

• Develop a deep understanding of generative AI principles and how leading models like ChatGPT and Claude will boost your business IQ (yes, you read that right.)
• Master the art and science of talking to AI models and directing them to collaborate with you  and your team

• Discover AI-driven content creation strategies for meaningful marketing and client engagement
• Learn leadership strategies for successful AI adoption and team empowerment

Very enlightening "I think this class has been fantastic. Great reviews from me. I really enjoyed it. It's been very enlightening." — Terry Burke, Trader Wealth Management, Barrington, Illinois

How the AI-Powered Financial Advisor Program Works

This training program will guide you on the critical steps to getting started quickly with using AI in your practice. You'll meet with the Horsesmouth team and fellow advisors every week for four weeks.

Throughout the program, you'll engage in action-planning exercises designed to help you apply the AI course content you've learned and implement it directly to your practice.

By the end of the four-week program, you'll be on your way to integrating AI into your daily workflows, developing consistent AI habits, and transforming your practice.

Pretty awesome "I was pretty amazed in terms of the path it has me on and how detailed we're getting. Pretty awesome."" — Sam Rodriguez, Foundation Wealth Partners, McKinney, Texas

What You’ll Learn in the AI-Powered Financial Advisor Program

1. Mastering AI Communication: The Art and Science of Effective Prompting

• Three critical prompt elements to add to Role, Task, and Format (RTF) that turn good prompts into great ones—and great ones into client-winning masterpieces.
• A three-word framework that gives you a "global" approach for interacting with AI models, guaranteeing your end result is what you want and safe to share with the world.
• Why you should never ignore the "Custom Instructions" feature inside your AI model—it's critical to getting personalized results.
• Treating your AI like an intern or new employee will be the smartest move you make this year—you just need to know the "magic words" to make it so.
• A simple but hugely important technique that completely reverses a standard interaction between you and your AI model—you'll be stunned at what it reveals and how it works.

2. Supercharging Your Marketing with AI: From Content Creation to Website Optimization

• The "Content Multiplication" technique that turns one simple article into 5+ high-impact marketing pieces.
• How to leverage the "AI Brainstorming" mode to generate a six-month's worth of blog topics in less time than it takes to brew your morning coffee.
• The "30-Point Website Autopsy" that reveals hidden flaws hurting your online presence—and how to fix them fast.
• Master seven AI-powered prompts for crafting engaging SEO-friendly headlines that boost your marketing impact and drive conversions.
• The "Visual Critique" mode that acts as your personal design expert, catching flaws and suggesting improvements even the pros might miss.
• Discover techniques for transforming verbose AI copy into concise, powerful messages that resonate with your target audience.
• Learn techniques for crafting a compelling value proposition and integrating your newly refined value proposition across various marketing channels, from your website to email signatures.

3. Elevating Client Engagement: AI-Powered Strategies for Meetings and Education

• Discover the AI-powered method that slashes meeting prep time by 75% while doubling your client insights.
• Master the 5-part ChatGPT conversation flow that transforms your meeting agendas into well-conceived and value-packed client engagements.
• A 4-part post-meeting AI analysis workflow for creating personalized, high-impact follow-ups at record speed.
• Learn how to use AI to generate crisp analogies, explaining complex strategies like Monte Carlo simulations using everyday concepts.
• The "5-Question Interview Hack" that transforms boring articles into engaging client conversations—and positions YOU as the expert.
• Explore strategies for using AI to craft empathetic and supportive client communications during sensitive life events.
• Build a custom GPT for meeting notes and follow-ups in just 40 minutes, revolutionizing your post-meeting workflow.
• Learn how to leverage AI to question and challenge your current value proposition, uncovering hidden strengths and areas for improvement.

4. Personalizing AI and Fostering Team Adoption: Customization and Implementation Strategies

• How to organize ChatGPT's "Memory Management" to ensure your AI never forgets a crucial detail about your unique style and preferences.
• Learn how to infuse the persuasive techniques of legendary copywriters into your AI-assisted client communications.
• Discover how to make AI use obvious, attractive, easy, and satisfying, dramatically increasing adoption rates within your practice.
• Learn to conduct a simple yet effective AI readiness assessment, pinpointing your practice's strengths and areas for improvement.
• Uncover strategies for communicating the value of AI to team members, emphasizing personal benefits and growth opportunities.

Agenda for the AI-Powered Financial Advisor Program

Four weekly 90-minute sessions on Thursdays (1 PM EDT) from October 24-November 7.

Session #1:
Embracing the Generative AI Revolution (October 24, 2024)

• Why Gen AI Is a Force-Multiplier for Advisors in this Era of Exponential Tech Advancements
• Generative AI 101: Understanding ChatGPT, Claude, and Other Leading AI Models
• How the Art & Science of Effective Prompting Will Deliver Co-Intelligence for AI-Advisor Collaboration

Session #2:
Introduction to Gen-AI Powered Marketing (October 31, 2024)

• Maximize Your Content ROI: AI-Driven Creating and Repurposing Techniques
• Optimizing Your Website Marketing Materials with AI
• Leveraging AI for Lead Generation Campaigns

Session #3:
Transforming Client Engagement with Generative AI (November 7, 2024)

• Enhancing Client Meetings and Saving Time with AI
• AI-Powered Client Education: Simplifying Complex Concepts
• Streamlining Client Communication and Training AI to Write Like You

Session #4:
Leading Your Team's AI Journey (November 14, 2024)

• AI Adoption Strategies for Teams: Overcoming Resistance, Fostering Collaboration
• Making AI a Daily Habit: Strategies for Consistent and Purposeful Use
• Laying the Foundation for Your AI Roadmap: First Steps and Future Vision

Optional Friday Sessions AI Coaching Clinic (Friday at 1pm EDT/10am PDT)

Take advantage of our AI Coaching Clinics every Friday at 1pm EDT/10am PDT for four weeks. These live clinics (recorded for later viewing, too) provide a unique opportunity to work on specific AI challenges, explore additional AI software programs, and share insights and success stories with your peers.

We'll help you refine your AI strategies and address any questions or obstacles you may encounter.

Really huge "Thank you so much for doing this. This is really huge." — Bob Donaldson, Advisory Group, Glendale, California West

 

Small Investment, Massive Returns: An Unbeatable ROI

From day one, our AI mastery program offers an ROI that's nothing short of extraordinary. You'll start reclaiming hours in your workweek. Tasks that once consumed your day will be completed in minutes.

This isn't just about saving time - it's about reinventing how you work. Let's break it down:

• Writing a single blog post weekly could save you 103 hours annually
• Creating monthly client newsletters saves 23 hours per year
• Drafting post-client meeting notes and follow up could save you 312 hours per year

That's 438 hours saved on just three tasks - equivalent to $87,600 at the average advisor rate of $200/hour. You'll recoup your investment in less than a week of implementing these AI techniques.

Within weeks, you'll find yourself able to serve more clients, provide deeper insights, and deliver higher quality work - all while reducing your hours at the desk. The compounding effect is staggering month after month, your efficiency and output will continue to grow.

This investment pays dividends far beyond traditional professional development. While other advisor programs improve a single skill, AI mastery enhances every aspect of your practice.

The real question isn't whether you can afford this training - it's whether you can afford to miss out?

In a competitive industry such as financial planning and investment management, this is your opportunity to leap ahead of the competition.

Invest in yourself, invest in AI, and watch your practice soar to new heights. The future is here – if you’re willing to be become the AI-Powered Financial Advisor. 

The AI Dividend? Your Key to Time, Freedom, and Unprecedented Growth

Generative AI doesn't just streamline your work—it multiplies your time. Welcome to the era of the AI Dividend, a game-changing benefit exclusive to forward-thinking financial advisors like you.

What exactly is the AI Dividend?

It's the windfall of hours—10 weeks or 438 hours to be exact—that our AI-Powered Financial Advisor program hands back to you each year.

But here's where it gets interesting: how you spend this dividend is entirely up to you.

Option 1: Cash In for the Life You've Always Wanted

 Redeem your AI Dividend for the ultimate luxury: time. Imagine leaving the office early to catch your kid's soccer game. Picture yourself booking that three-week European vacation you've been postponing for years. Feel the stress melt away as you finally have time for daily workouts or meditation. This is more than work-life balance—it's work-life transformation.

 Option 2: Reinvest in Exponential Practice Growth

 Or convert your dividend into rocket fuel for your practice. Use those reclaimed hours to deep-dive into client relationships, launch that profitable niche you've been eyeing for years but never had time to develop, or start that podcast you've been dreaming about. Watch your client base expand, your AUM soar, and the value of your practice skyrocket. This isn't just growth; it's exponential scaling.

The Best Part? You Don't Have to Choose

Here's the kicker: you can split your AI Dividend any way you like. Take Fridays off and still grow your practice faster than ever. Extend your vacation time and simultaneously boost your client retention rates. The AI Dividend lets you have your cake and eat it too.

Don't let another year go by watching others capitalize on the AI revolution. Your AI Dividend is waiting. Will you claim it?

Enroll in our AI-Powered Financial Advisor program today and start living the life you've always imagined—both professionally and personally. The future of financial advising is here. Are you ready to collect your dividend?

7 Reasons to Act This Fall:

1. Because the program's focus on do-it-right-now practical AI applications will drive your long-term success. Learning with us and then leading your team in the adoption of AI will boost productivity and foster a collaborative environment, essential for sustained growth and team satisfaction.

2. Because the AI-Powered Financial Advisor program is tailored specifically for financial advisors, addressing your unique needs and challenges. Customized training ensures that the content is directly applicable to your practice, maximizing the benefits you derive from the program.

3. Because you will gain exclusive insights into AI tools for video and audio content creation, enhancing your digital presence and client communications. Creating engaging multimedia content will set you apart from competitors and resonate more effectively with your target audience.

4. Because the program's curriculum covers everything from AI prompting to marketing, client engagement, and team leadership. This approach ensures you gain the skills needed to start integrating AI into all aspects of your advisory practice, enhancing efficiency and client and team satisfaction.

5. Because mastering AI will enable you to optimize your daily workflows, freeing up more time for strategic client engagement and business growth. Integrating AI into your practice allows you to focus on high-value activities that directly impact your bottom line.

6. Because learning effective AI prompting techniques (how to talk to AI) will empower you to generate high-quality, relevant outputs that enhance client interactions. The art of crafting prompts is crucial for leveraging AI's full potential.

7. Because you'll finally have a systematic, repeatable process for leveraging AI to engage clients, deliver value, attract prospects, and convert them into long-term clients - solving the common challenges of inefficiency and scalability that plague many advisors.

Three Types of Advisors Who Will Benefit:

1. Ideal for advisors new to AI, this program offers foundational knowledge and practical integration strategies.
2. Perfect for advisors already using AI, aiming to expand their skills and leverage more advanced applications.
3. Essential for team members who will utilize AI, ensuring a unified approach to technology adoption.

Program Leaders:

Sean M. Bailey, editor in chief of Horsesmouth, has been giving webinars since 1999. He has interviewed and worked with hundreds of advisors about “what’s working now” in growing their businesses and built all that insight and experience into the Financial Education Webinar Coaching Program.    

 

 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.

Don't Miss This Opportunity to Revolutionize Your Practice!

Act fast! Secure your spot today and join the ranks of forward-thinking advisors who are harnessing the power of AI to transform their practices and deliver unparalleled value to their clients.

The future of your practice is calling. Will you answer now?

Best,

 

 

 

 

Sean M. Bailey
Editor in Chief
Horsesmouth

P.S. Still on the fence? Remember, The AI-Powered Financial Advisor program isn't just about learning. It's about doing. By the end of the program, you'll have:

• Mastered key AI concepts and technologies
• Created your own AI integration plan for your practice
• Developed AI-enhanced marketing and client service strategies You'll be ready to hit the ground running and start growing your AI-powered practice immediately. Don't wait. Your AI-powered awaits. Sign-up now!

P.P.S. The AI revolution isn't coming – it's here. By joining the AI-Powered Financial Advisor program, you're not just keeping up; you're positioning yourself at the forefront of this transformative technology. Don't let your competitors get there first. Join here.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial professionals succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE: Call Toll Free:1-888-336-6884 ext. 1 or (Outside U.S.: 1-212-343-8760)