AdvisorRadio: Actionable Insights for Thriving Advisors

Horsesmouth

Learn what really moves the needle in your business from financial advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.

  1. AI for Practice Efficiency: How Advisors Are Streamlining Workflows and Unlocking New Opportunities

    03/03/2025

    AI for Practice Efficiency: How Advisors Are Streamlining Workflows and Unlocking New Opportunities

    Financial advisors are beginning to leverage AI for efficiency and advanced applications, but many untapped opportunities remain. While some advisors are using AI for strategic business planning, compliance documentation, and multilingual capabilities, others are still exploring where it fits into their practice. Hear Sean Bailey and Devin Kropp from Horsesmouth share insights on:  How advisors are using AI for strategic business planning and what initiatives they are developing  The workflows being built around AI-powered data extraction from documents  The opportunities and risks of using AI for compliance documentation  The potential of AI-driven multilingual capabilities and personalized financial planning  The lowest adoption areas, such as investment policy development, and the untapped opportunities advisors might be missing  Get an in-depth look at how AI can drive greater efficiency, reduce manual workload, and create new possibilities for your practice. 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 Workshop Virtual Workshop: April 3, 10, 17, 24 and May 1 https://www.horsesmouth.com/aimarketing

    43 min
  2. AI-Powered Marketing: How Financial Advisors Are Winning Clients in 2025

    02/28/2025

    AI-Powered Marketing: How Financial Advisors Are Winning Clients in 2025

    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

    40 min
  3. AI Revolution in Financial Advisory: Trends and Transformations

    02/26/2025

    AI Revolution in Financial Advisory: Trends and Transformations

    Financial advisors are turning to artificial intelligence to streamline their workflow, improve client engagement, and grow their businesses. In this episode, the Horsesmouth team explores how advisors are successfully integrating AI into their practices—and how you can do the same. You'll learn how leading advisors are: Reducing administrative work by using AI for post-meeting notes, cutting a two-hour task down to 20 minutes. Delivering more impactful client meetings with AI-powered agenda creation and strategic planning. Improving marketing and business development with AI-driven website audits, automated client outreach, and content creation. Leveraging AI tools like ChatGPT, Claude, Gemini, and Perplexity to enhance efficiency and decision-making. If you're a financial advisor looking to work smarter, save time, and provide more value to clients, this episode is packed with actionable insights and real-world success stories. Listen now to learn how AI is reshaping financial advising and how you can stay ahead of the curve. Key Quotes: "Advisors are now using AI to process their post-client meeting notes, turning a two-hour task into just 20 minutes. It's completely transforming how they work—saving time, improving accuracy, and letting them focus on what really matters: their clients." "Advisors who integrate AI into their daily workflow are seeing massive efficiency gains, allowing them to spend more time growing their business instead of getting stuck in administrative tasks." Resources and Links: Learn more about the AI-Powered Financial Advisor Program: horsesmouth.com/ai Check out our AI Marketing for Advisors Workshop: horsesmouth.com/aimarketing

    34 min
  4. How Cultivating the Next Generation Easily Generates Valuable New Accounts

    10/14/2022

    How Cultivating the Next Generation Easily Generates Valuable New Accounts

    What's Working Now: This advisor started paying attention to the kids of his original clients and has prevented millions of dollars in assets from walking out the door.

    18 min
  5. How I Deliver Holistic Financial Services to Credit Union Members

    09/27/2022

    How I Deliver Holistic Financial Services to Credit Union Members

    What's Working Now: First this advisor discovered that the local credit union needed help in providing financial services—then the pandemic taught him how to scale delivery of quality advice through webinars. And it's still a winning formula.

    37 min
  6. Moving Fraud: Be Careful If You're Moving to a New Home

    09/22/2022

    Moving Fraud: Be Careful If You're Moving to a New Home

    September HackTalk: From bait-and-switch estimates to movers holding your belongings hostage, there has been an uptick in fraudulent activity during the vulnerable time when people are relocating. Watch out for these red flags.

    19 min
  7. Your December Marketing Meeting

    12/10/2021

    Your December Marketing Meeting

    Which kinds of marketing are poised to have the greatest impact in 2022? That's the main question we'll tackle in this month's meeting. AGENDA: • Client testimonials. Most of you can use these now, but how to find and gather them? • Video has been king for a while now when it comes to attracting and keeping attention online. Will 2022 be any different? • Target marketing in 2022. Why it's important to start looking beyond Baby Boomers. • Timely marketing pieces to send to clients now. "Charitable giving" is this month's theme!

    25 min
  8. Social Security and Medicare: What's New for 2022

    12/02/2021

    Social Security and Medicare: What's New for 2022

    • Beyond the COLA: What else is there to know about Social Security in addition to the 5.9% jump in benefits? • The latest Social Security proposals in Congress: What are they? will they pass? What happens then? • 14.5% jump in Medicare premiums: Why did this happen and what does it mean? • Life-changing scenarios: How to educate clients and ask the right questions to get clients the benefits they are entitled to. Elaine Floyd, CFP®, creator of Horsesmouth's Savvy Social Security and Medicare programs, tackles the above questions and more. Elaine will also talk about her upcoming virtual workshop, Social Security and Medicare: Boomer Spike Coming!, which is December 6-9: https://www.horsesmouth.com/ssvirtual

    37 min
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Learn what really moves the needle in your business from financial advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.

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