Feb 28 2025 40 mins 2
Nearly 20% of advisors are already using AI to brainstorm marketing strategies, with many leveraging it for investment proposals, niche research, and social media content creation. The future is here.
Sean Bailey and Devin Kropp from Horsesmouth explore:
• How advisors are framing AI prompts for valuable marketing insights
• The safeguards every advisor should have when using AI for investment proposals
• How AI is helping advisors identify and dominate specialized markets
• The untapped potential of AI-driven client personas
• The platforms advisors are prioritizing for AI-assisted social media strategies
Get expert insights & real-world strategies. This is an opportunity to gain a competitive edge and future-proof your advisory practice.
Key Quotes
"When people are getting started with AI, they think of it as an input-output situation: you tell it to do something, it outputs it, and that's the end of it. But the real power of AI is in having a conversation with it. You should be involved in the decision-making and iteration process."
"This is the biggest thing I’ve seen since the first time I saw a Netscape browser and this thing called the World Wide Web. But this? This is 100 times bigger than that."
Resources mentioned:
The AI-Powered Financial Advisor Program Virtual Workshop
March 6, 13, 20, and 27
https://www.horsesmouth.com/ai
AI Marketing for Advisors Virtual Workshop
April 3, 10, 17, 24 and May 1
https://www.horsesmouth.com/aimarketing
