AdvisorRadio

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    

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

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

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.

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.

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.

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!

• 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  

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

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.

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.

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.

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?

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

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.

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.

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

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.

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.

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.

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.

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

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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."

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.

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

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

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.

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

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.

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.

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.

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.

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

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.

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

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

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.