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Horsesmouth is an online service dedicated to helping financial advisors grow their businesses and service their clients.

Horsesmouth


    • Mar 3, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 31m AVG DURATION
    • 108 EPISODES


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    Latest episodes from AdvisorRadio

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

    Play Episode Listen Later Mar 3, 2025 43:28 Transcription Available


    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    

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

    Play Episode Listen Later Feb 28, 2025 40:13 Transcription Available


    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

    AI Revolution in Financial Advisory: Trends and Transformations

    Play Episode Listen Later Feb 26, 2025 33:35 Transcription Available


    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

    How Cultivating the Next Generation Easily Generates Valuable New Accounts

    Play Episode Listen Later Oct 14, 2022 17:44


    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.

    How I Deliver Holistic Financial Services to Credit Union Members

    Play Episode Listen Later Sep 27, 2022 37:16


    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.

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

    Play Episode Listen Later Sep 22, 2022 18:50


    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.

    Your December Marketing Meeting

    Play Episode Listen Later Dec 10, 2021 25:01


    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!

    Social Security and Medicare: What's New for 2022

    Play Episode Listen Later Dec 2, 2021 36:35


    • 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  

    A 4-Part Framework For Streamlining Your Business

    Play Episode Listen Later Aug 15, 2021 38:42


    What's Working Now: This advisor has been developing checklists and flowcharts for himself and other advisors to help streamline business.

    Biden Tax Plan—What Could Affect Clients Most

    Play Episode Listen Later Jun 18, 2021 44:51


    Certain elements of Biden's proposed tax plan such as a step up in basis and capital gains tax increases could have major repercussions for your clients. Get updated on the most impactful tax changes being talked about and what it could mean for your clients in the Savvy Tax Planning podcast here on AdvisorRadio with Debra Taylor, CPA/PFS, JD, CDFA, founder and principal of the Taylor Financial Group and Sean Bailey, Horsesmouth Editor-in-Chief.

    Vital Cybersecurity Lessons from the SolarWinds Hack

    Play Episode Listen Later Feb 1, 2021 15:55


    The SolarWinds vulnerability, which allows hackers to get into the systems of government agencies like the Departments of Treasury and Defense, and Fortune 500 companies like Microsoft as well, was a massive cybersecurity breach. It's fallout and scope is hard to even imagine.  There are important cybersecurity lessons to take away from the situation and to share with clients and members of your team.

    A New Venmo Cash App Scam and How to Protect Yourself

    Play Episode Listen Later Nov 18, 2020 25:16


    Kathy was working from home and received a text message "from" Venmo asking her to validate recent charges she hadn't made. Her bank account being linked to her Venmo account, panic took over, and she called the number from the text right away. A short conversation with a "Venmo rep" stressing urgent action later, and Kathy was out $6500. She was the victim of a new Venmo scam.  Learn everything about this scam, including how to protect yourself and your clients, in this edition of the HackTalk podcast.

    Want to Grow Your Influence with Cybersecurity Webinars?

    Play Episode Listen Later Aug 28, 2020 20:40


    HackTalk: With everyone working from home and many students learning remotely, hackers and scammers are on the attack. People and businesses need guidance on cybersecurity. In this episode of HackTalk, learn how to present cybersecurity webinars that will educate on this in-demand topic and earn attendees' gratitude.  Plus, learn remote work security tips that can keep your team's, and your clients', data safe, and hear the latest on the TikTok ban situation--is it really unsafe?

    Step by Step How I Brought On New Clients Without Meeting in Person

    Play Episode Listen Later Aug 21, 2020 50:19


    What's Working Now: This advisor explains how he brought on a high net worth client couple without ever meeting them in person.

    Don't Underestimate the Complexity: Why I Specialize in Student Loan Advice

    Play Episode Listen Later Aug 18, 2020 50:03


    What's Working Now: This advisor realized that most of his clients were burdened by student loan debt and took on the challenge of learning its complexities.

    Helping Your Business Owner Clients (and Yourself!)

    Play Episode Listen Later Aug 10, 2020 27:43


    Jeff Levine, co-creator of the Savvy Tax Planning Program, joins Sean Bailey to discuss the tax planning issues small business owners need to stay abreast of--and that includes advisors themselves.

    Virtual Prospecting: How I Connect With Clients and Prospects Without Leaving the House

    Play Episode Listen Later Jun 16, 2020 39:10


    What's Working Now: This advisor shares how he communicates virtually with clients and prospects, now more than ever.

    How to Use Digital Communication to Build Relationships

    Play Episode Listen Later Jun 10, 2020 32:11


    Building relationships as a financial advisor virtually is not the same as doing it in person. Listen to David J.P. Fisher, author of "Hyper-Connected Selling" share his tips and tools for online relationship building with Ellen Rogin.

    Embracing Change: How to Get Started With Webinars—Even if You're not Tech-Savvy

    Play Episode Listen Later Jun 3, 2020 49:27


    This marketing consultant has learned plenty in pivoting from providing concierge service for seminars to setting up webinars—from filling seats to smoothing the technology experience for the advisor. Check out his tips for making the most hay from any online workshop.

    Communicating Chaotic Markets and Tax Changes to Clients

    Play Episode Listen Later May 28, 2020 28:39


    Listen as Debra Taylor and Sean Bailey discuss the tax breaks contained in the CARES Act and how you need to be communicating that to clients.

    It's Not So Different: An Advisor Transitions to Online Education

    Play Episode Listen Later May 27, 2020 41:26


    What's Working Now: This advisor describes three different online webinars he's presented since the COVID-19 crisis began, and what he has learned from each situation.

    Communication Techniques That Will Alleviate Client Fear and Confusion

    Play Episode Listen Later May 26, 2020 31:19


    Marcia Martin has trained some of the most influential thought leaders in the world. Learn her strategies for how to effectively talk to your clients in times of deep crisis and fear.  In this show you'll learn: What are the Laws of Communication and how to use them How to help your clients create space so they can hear what you're saying How to help you and your clients reduce fear and confusion

    You're the Captain, Get on Your Bridge

    Play Episode Listen Later May 19, 2020 29:21


    What's Working Now: Once the captain of a U.S. Navy helicopter carrier, this advisor explains how he is helping clients navigate today's crisis by going full-steam ahead on virtual webinars and online classes.

    A Day in the Life: Working From and Talking to Clients During the Pandemic

    Play Episode Listen Later May 12, 2020 17:33


    What's Working Now: This advisor is keeping his morning routine even while working from home, and proactively communicating with clients during the pandemic.

    Get Ready for the New Normal: Why Advisors Need Virtual Communication Now

    Play Episode Listen Later May 5, 2020 46:15


    What's Working Now: This advisor shares how he has transitioned his financial education strategy online.

    The Power of the Model: Calming Client Fears (and Bringing in New Assets)

    Play Episode Listen Later Apr 29, 2020 25:09


    What's Working Now: This advisor got over his initial paralysis and started actively communicating about the crisis with clients, reminding them of their model.

    What's Working Now for the Best Advisors

    Play Episode Listen Later Apr 21, 2020 29:48


    How are other advisors handling the crisis? Ellen interviews Mitch Slater, a top UBS advisor about what's working for him and his time. Listen in and learn the most important thing to be focusing on when talking to clients, the unique video Mitch and his team sent out to clients, and how his time has adjusted to working remotely and what's working for them now.

    advisors ubs mitch slater
    How to Sell in Times of Crisis

    Play Episode Listen Later Apr 8, 2020 29:31


    Lisa Dadd, sales trainer and coach shares with Ellen Rogin how to truly serve your clients during this challenging time and not feel icky about sales. Learn how to sell in sensitive times like these, how the title “advisor” sets you up to make this one critical mistake, and the best way to approach conversations with clients to build long-lasting loyal relationships.

    How to Make Sure Your Remote Office is Cybersecure

    Play Episode Listen Later Apr 7, 2020 16:56


    Learn what needs to be done to protect yourself and your clients while working remotely. Plus, emerging coronavirus threats and Zoom security issues on this episode of HackTalk.

    5 Things Advisors Need to Be Doing in a Crisis

    Play Episode Listen Later Mar 26, 2020 30:30


    The world is crazy right now, but there are still smart moves you can be making when it comes to client communication and tax planning. Listen as Debra Taylor shares her expertise.

    The Fed Acts, COVID-19 and Economic Anxieties Continue to Rattle Investors

    Play Episode Listen Later Mar 18, 2020 19:46


    Advisor TalkingPoints: As the country copes with the human impact of the coronavirus, the markets experience unprecedented volatility in reaction to the vast uncertainty. The strain to the economy is real, but the swift actions of the Fed may do a great deal to reduce long-term damage.

    Putting the Panic into Perspective—Key Takeaways from the Market Plunge

    Play Episode Listen Later Mar 6, 2020 21:02


    Financial writer and Horsesmouth columnist Charles Sherry, MSc, provides his overview of the forces behind this week's market turmoil, when we should get worried about a recession, and what the essential message we should be communicating to anxious clients is. Listen now.

    10 Steps to Help a Newly Alone Spouse

    Play Episode Listen Later Mar 3, 2020 33:20


    What's Working Now: When the husband in a client couple passed on, this advisor stepped in to help the widow navigate her new emotional, social and financial landscape. Now he has become the go-to expert on this passage for his clients and their friends.

    What You Need to Know About Tax Identity Theft

    Play Episode Listen Later Feb 27, 2020 19:51


    Tax Identity Theft is not new, but the tactics hackers are using to steal refunds are changing. Learn how to protect yourself and your clients this tax season. Plus, get updated on recent updates on the 2017 Equifax breach and cybersecurity concerns surrounding the 2020 census.

    Coronavirus—Communicating the Market's Decline to Clients

    Play Episode Listen Later Feb 26, 2020 17:48


    Advisor TalkingPoints: Prepare for client interactions with this review of key data points on coronavirus, market reaction, and an outline that to guides you on how to handle client responses to the evolving situation.

    Coronavirus and the Teflon Stock Market

    Play Episode Listen Later Feb 21, 2020 17:48


    Advisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points reviews the impact from the coronavirus, QE and stocks, the Fed, positive economic numbers, and earnings

    Digging in Deeper: Answering Your Questions About the SECURE Act

    Play Episode Listen Later Feb 19, 2020 30:32


    Listen in as Debbie and Sean talk through some of the questions Savvy Tax Planning members have about the SECURE Act, particularly the "Death of the Stretch IRA."

    How Tax Planning Nets Me My Biggest Clients

    Play Episode Listen Later Feb 14, 2020 35:04


    What's Working Now: By educating prospects about taxes in retirement and then helping individuals make savvy tax planning moves, this advisor paves the way to bringing them on for comprehensive investment and financial planning services.

    How to Find a Target Market You're Passionate About and Become a Niche Expert

    Play Episode Listen Later Feb 3, 2020 34:46


    Four years ago, Jen Dawson decided that she wanted to work exclusively with women lawyers and help them achieve financial freedom. She has since become a thought leader within this market and she has never been happier with the work she does for her clients. Learn how she built her niche, and how you can apply what she learned in your own niche marketing efforts, in her conversation with Ellen Rogin. Show notes available here: http://www.horsesmouth.com/advisorradio-234

    Why I Stepped in to Help Other Advisors' Clients Navigate Medicare

    Play Episode Listen Later Feb 3, 2020 58:21


    What's Working Now: This insurance agent educates clients about Medicare and sells them policies – all while keeping the focus on their financial advisor.

    3 Cybersecurity Scams That Wreaked Havoc Over the Last Decade and New Threats Poised to Plague the 2020's

    Play Episode Listen Later Jan 13, 2020 28:15


    Listen to a review of the most popular cybersecurity threats we saw over the last decade, and that which continue to cost individuals, businesses, and municipalities millions. Plus, learn the emergent cybersecurity exploits that are most likely to grow in popularity over the next decade, how ransomware scammers are targeting doctors' offices, what you need to do to secure ring doorbells and other smart devices, and the ominous vulnerability of our election system.

    Getting Nitty-Gritty With Tax Planning Software: Part 2

    Play Episode Listen Later Dec 19, 2019 45:04


    Listen in as Debra Taylor describes the pros and cons of various tax planning softwares her firm has been working with.

    Profits and Performance: What's the Link?

    Play Episode Listen Later Dec 12, 2019 23:38


    Advisor TalkingPoints: Prepare for client interactions with this month's review. First we analyze the link between earnings and stock market performance, then consider 2019, recession talk, employment growth…and take a look ahead.

    How We Use Tax Planning Software to Help Clients

    Play Episode Listen Later Nov 25, 2019 24:56


    Listen as Debra Taylor explains the processes her firm uses as they identify tax planning needs, and the software she is excited to work with.

    Dismal Cybersecurity Quiz Results Reveal Opportunities for Advisors, Newborns Target of Identity-Theft, and Should You Give Your Doctor Your Social Security Number?

    Play Episode Listen Later Nov 22, 2019 14:58


    A new cybersecurity survey from Pew Research Center reveals just how much help the public needs with this topic. Plus, newborns are falling victim to identity thieves before they even get home from the hospital! Learn how to help parents protect their children. And, should you really give your doctor's office your Social Security number? What to say when they ask.

    How Rate Cuts Influence Stocks—a Review of the Data

    Play Episode Listen Later Nov 14, 2019 20:57


    Advisor TalkingPoints: Prepare for client interactions with this month's look at market performance following rate cuts, a broad gauge of the economy, earnings, stock buybacks, and more.

    The Secret to Inspiring Trust and Passion in Your Team

    Play Episode Listen Later Nov 13, 2019 35:50


    Disengaged, isolated team members merely go through the motions. Passionate team members who trust their co-workers give their all and go the extra mile for clients.  So how do you keep your team inspired? Listen as Ellen Rogin tackles this challenge with leadership expert Robb Holman. You'll learn how to bridge the engagement gap and get your team loving work, the one question that will build team trust, how proactive listening can make all the difference, the method to turn team conflict into a superpower, and more.   Show notes: www.horsesmouth.com/advisorradio-233

    Networking With COIs Through Social Security and Medicare Expertise

    Play Episode Listen Later Nov 11, 2019 37:19


    What's Working Now: This advisor tells us how he built his business through talking about Social Security, then added Medicare as a way to differentiate himself.

    Ending Self-Sabotage—The Enemy Is in the Mirror

    Play Episode Listen Later Nov 7, 2019 38:03


    It's our own limited thinking that most keeps us back from achieving what we so desperately want in our lives. Time to free up your mojo and let yourself do what you were born to do—succeed! Matt Anderson is a Mastermind leader, speaker, author and podcast host who, at 51, found his calling in life to help financial advisors take bigger leaps in life. Listen as he talks with Ellen Rogin about how to use 1% habits to make big boosts in outcomes, the value of disappointment, keys to busting through the achievement ceiling, why being in a mastermind group is so crucial, how to take back control of your thinking, and more. Shownotes available: https://www.horsesmouth.com/advisorradio-231

    How I Used My Experience to Write a Simple Medicare Book

    Play Episode Listen Later Oct 28, 2019 23:22


    What's Working Now: This advisor used her experience signing up for Medicare to write a book which she uses as marketing.

    Junk, Junk, Junk—How to Rid a Home of Unwanted Stuff

    Play Episode Listen Later Oct 24, 2019 29:49


    We have so much stuff! Your clients and their aging parents can be burdened by the process of downsizing. Learn from relocation and organization expert, Sharon McRill as she talks with Ellen Rogin about how to be smart in the process and be a hero to your clients. In this show we talk about hot to figure out what how to figure out what has value and what's junk, why now is the best time to pare down and the risk you take if you wait even 5 years, how to reduce the stress during a move, and why you need to change the locks after someone passes away.

    unwanted ellen rogin sharon mcrill

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