AI for Practice Efficiency: How Advisors Are Streamlining Workflows and Unlocking New Opportunities

AdvisorRadio: Actionable Insights for Thriving Advisors

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