Build Your AI-Powered Marketing System in 60 Days

Dec 9, 2025 / Sean Bailey, Horsesmouth Editor in Chief

Over the next eight weeks, we’ll guide you step-by-step as you develop a fully integrated marketing system powered by AI. (All sessions are recorded for later viewing by AI for Advisors Pro members. Here’s what’s coming:

  1. Run an AI Marketing Audit: Use smart prompting to uncover your biggest marketing gaps and priorities.
  2. Craft a Value Proposition That Connects: Surface the emotional payoff your firm delivers and make it central to your messaging.
  3. Define Your Ideal Client Persona: Use prompt frameworks to reveal pains, goals, and language that resonates.
  4. Overhaul Your Message Platform: Generate tight, on-brand marketing pillars for use across all channels.
  5. Create Your 2026 One-Page Marketing Plan: Walk away with a monthly plan for content, events, and outreach.
  6. Level-Up Prospect Research: Pair web search apps with deep prompting to personalize your outreach at scale.
  7. Critique Your Website in 30 Minutes: Use AI as a fast heuristic editor to improve clarity, CTAs, and compliance.
  8. Build a Living FAQ Library: Turn client questions into SEO-ready answers and repurpose for video and web.
  9. Set Up AdvisorNotes: Learn how to automate meeting summaries and follow-up emails with your own GPT.
  10. Get Found by AI: Optimize your copy for the new era of “answer engines” like ChatGPT and Perplexity.

Watch your inbox for session dates, links, and replay info—coming soon.

Not a Pro member? Join today at horsesmouth.com/aipro.

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AI’s CFA Moment: What It Means for Financial Advisors

Nov 4, 2025 / Sean Bailey, Horsesmouth Editor in Chief

AI just passed the CFA Level III exam—the toughest finance test in the world. What does that mean for financial advisors?

Key takeaways

  • AI has reached a new milestone: ChatGPT scored 79% and Gemini 76% on the CFA Level III exam—well above the 63% human passing rate. This test measures synthesis and judgment, proving AI can now reason, not just recall.
  • Reasoning models “think before they answer.” Unlike earlier versions, these new AIs pause to analyze, plan, and show their steps—raising accuracy by up to 20% and demonstrating deeper cognitive capability.
  • It’s no longer about speed—it’s about depth. Modern AI performs slow, deliberate analysis—mirroring how skilled analysts evaluate complex financial problems.
  • AI can now assist in advanced advisory work. These models can support investment research, portfolio analysis, risk evaluation, due diligence, and strategy design—expanding what’s possible for individual advisors.
  • Advisors can use AI as a “virtual analyst.” When prompted properly, reasoning AI lays out analytical frameworks, drafts plans, and invites collaboration rather than simply producing answers.
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AI Power Users Are Surging—Here’s How to Catch Up

Aug 27, 2025 / Sean Bailey, Horsesmouth Editor in Chief

Artificial intelligence use among advisors is accelerating, with daily users pulling ahead in confidence and results. The leap from dabbling to Power User doesn’t require coding. It’s about thinking with AI, asking better questions, and applying judgment.

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‘Act as if’: How Invoking Expert Roles Can Transform Your AI Prompts

Apr 2, 2025 / Sean Bailey, Horsesmouth Editor in Chief

With 70% of advisors missing out on the benefits of artificial intelligence, many don’t realize that invoking specialized expertise in prompts is the first key step that transforms basic responses into valuable insights.

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