Build Your AI-Powered Marketing System in 60 Days

Dec 9, 2025 / By 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.

Sean Bailey is the creator of The AI-Powered Financial Advisor training program and AI for Advisors Pro, where he teaches financial advisors how to apply artificial intelligence in their practices. He has spent thousands of hours studying generative AI and has trained hundreds of advisors.

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