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AI for Advisors with Horsesmouth

Horsesmouth

AI for Advisors with Horsesmouth gives financial advisors a competitive edge by showing exactly how to use artificial intelligence to save time, attract clients, and elevate the planning experience. Hosted by industry experts, the show delivers clear, practical guidance—not hype. Each episode breaks down advisor-tested tools, step-by-step workflows, compliance-friendly strategies, and real success... more

PublishesWeeklyEpisodes14Founded3 months ago
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BusinessTechnologyInvesting

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Artwork for AI for Advisors with Horsesmouth

Latest Episodes

One-word prompts like "shorter," "polish," or "action items" can feel like magic—until they don't. In this episode, you'll learn why one word prompts for financial advisors work best after you've built the right context, and how to switch from "setup... more

Most advisors use AI like a single assistant—ask for a draft, polish it, send it. In this episode, you'll learn how to treat AI like a team of specialized critics using an AI critique workflow for financial advisors: generate the draft, run targeted ... more

Getting your own AI results is one thing—getting your whole team to use AI consistently is another. In this episode, you'll learn a practical approach to AI adoption for financial advisor teams that doesn't rely on big trainings or mandates. Instead,... more

AI capabilities are moving beyond "task help" and into the systems your firm depends on—email, logins, vendor platforms, and transaction workflows. In this episode, we break down why the new AI cybersecurity risk for financial advisors changes the as... more

Many advisors are using ChatGPT to draft newsletters, LinkedIn posts, and client explainers—only to end up with writing that sounds polished but says nothing. In this episode, we unpack the biggest AI writing mistake: asking AI to write before you've... more

AI is no longer just a productivity tool—it's becoming a labor and economic force that can reshape career stability, income expectations, and client anxiety. This episode introduces a practical framework advisors can use to treat AI as an emerging pl... more

Most prospects decide who to contact before the first meeting—and your website story is doing the selling. In this episode, we break down how to use AI (especially voice mode) to uncover a financial advisor origin story that builds trust, reinforces ... more

AI can produce polished, logical recommendations fast—but if you accept them without testing the reasoning, you may be building cognitive debt. In this episode, we break down how "passive prompting" quietly erodes advisor judgment, and how to use adv... more

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Apple Podcasts
#74
South Africa/Business/Investing
Apple Podcasts
#219
South Africa/Business

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AI for Advisors with Horsesmouth launched 3 months ago and published 14 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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