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AdvisorRadio Podcast for Financial Advisors by HorsesmouthAuthor: Horsesmouth
Learn what really moves the needle in your business from financial advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level. Language: en Genres: Business Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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AI for Practice Efficiency: How Advisors Are Streamlining Workflows and Unlocking New Opportunities
Monday, 3 March, 2025
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
