Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Digging in Deeper: Answering Your Questions About the SECURE Act
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ShareManage episode 254019523 series 1126302
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 AI for Practice Efficiency: How Advisors Are Streamlining Workflows and Unlocking New Opportunities 43:28
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Play Later Play Later Lists Like LikedFinancial 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…
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 AI-Powered Marketing: How Financial Advisors Are Winning Clients in 2025 40:13
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Play Later Play Later Lists Like LikedNearly 20% of advisors are already using AI to brainstorm marketing strategies, with many leveraging it for investment proposals, niche research, and social media content creation. The future is here. Sean Bailey and Devin Kropp from Horsesmouth explore: • How advisors are framing AI prompts for valuable marketing insights • The safeguards every advisor should have when using AI for investment proposals • How AI is helping advisors identify and dominate specialized markets • The untapped potential of AI-driven client personas • The platforms advisors are prioritizing for AI-assisted social media strategies Get expert insights & real-world strategies. This is an opportunity to gain a competitive edge and future-proof your advisory practice. Key Quotes "When people are getting started with AI, they think of it as an input-output situation: you tell it to do something, it outputs it, and that's the end of it. But the real power of AI is in having a conversation with it. You should be involved in the decision-making and iteration process." "This is the biggest thing I’ve seen since the first time I saw a Netscape browser and this thing called the World Wide Web. But this? This is 100 times bigger than that." 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 Virtual Workshop April 3, 10, 17, 24 and May 1 https://www.horsesmouth.com/aimarketing…
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 AI Revolution in Financial Advisory: Trends and Transformations 33:35
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Play Later Play Later Lists Like LikedFinancial advisors are turning to artificial intelligence to streamline their workflow, improve client engagement, and grow their businesses. In this episode, the Horsesmouth team explores how advisors are successfully integrating AI into their practices—and how you can do the same. You'll learn how leading advisors are: Reducing administrative work by using AI for post-meeting notes, cutting a two-hour task down to 20 minutes. Delivering more impactful client meetings with AI-powered agenda creation and strategic planning. Improving marketing and business development with AI-driven website audits, automated client outreach, and content creation. Leveraging AI tools like ChatGPT, Claude, Gemini, and Perplexity to enhance efficiency and decision-making. If you’re a financial advisor looking to work smarter, save time, and provide more value to clients, this episode is packed with actionable insights and real-world success stories. Listen now to learn how AI is reshaping financial advising and how you can stay ahead of the curve. Key Quotes: "Advisors are now using AI to process their post-client meeting notes, turning a two-hour task into just 20 minutes. It’s completely transforming how they work—saving time, improving accuracy, and letting them focus on what really matters: their clients." "Advisors who integrate AI into their daily workflow are seeing massive efficiency gains, allowing them to spend more time growing their business instead of getting stuck in administrative tasks." Resources and Links: Learn more about the AI-Powered Financial Advisor Program: horsesmouth.com/ai Check out our AI Marketing for Advisors Workshop: horsesmouth.com/aimarketing…
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 How Cultivating the Next Generation Easily Generates Valuable New Accounts 17:44
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Play Later Play Later Lists Like LikedWhat’s Working Now: This advisor started paying attention to the kids of his original clients and has prevented millions of dollars in assets from walking out the door.
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 How I Deliver Holistic Financial Services to Credit Union Members 37:16
37:16 Play Later Play Later Lists Like Liked37:16
Play Later Play Later Lists Like LikedWhat’s Working Now: First this advisor discovered that the local credit union needed help in providing financial services—then the pandemic taught him how to scale delivery of quality advice through webinars. And it’s still a winning formula.
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 Moving Fraud: Be Careful If You’re Moving to a New Home 18:50
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Play Later Play Later Lists Like LikedSeptember HackTalk: From bait-and-switch estimates to movers holding your belongings hostage, there has been an uptick in fraudulent activity during the vulnerable time when people are relocating. Watch out for these red flags.
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AdvisorRadio: Actionable Insights for Thriving Advisors
Which kinds of marketing are poised to have the greatest impact in 2022? That's the main question we'll tackle in this month's meeting. AGENDA: • Client testimonials. Most of you can use these now, but how to find and gather them? • Video has been king for a while now when it comes to attracting and keeping attention online. Will 2022 be any different? • Target marketing in 2022. Why it's important to start looking beyond Baby Boomers. • Timely marketing pieces to send to clients now. "Charitable giving" is this month's theme!…
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1 Social Security and Medicare: What’s New for 2022 36:35
36:35 Play Later Play Later Lists Like Liked36:35
Play Later Play Later Lists Like Liked• Beyond the COLA: What else is there to know about Social Security in addition to the 5.9% jump in benefits? • The latest Social Security proposals in Congress: What are they? will they pass? What happens then? • 14.5% jump in Medicare premiums: Why did this happen and what does it mean? • Life-changing scenarios: How to educate clients and ask the right questions to get clients the benefits they are entitled to. Elaine Floyd, CFP®, creator of Horsesmouth's Savvy Social Security and Medicare programs, tackles the above questions and more. Elaine will also talk about her upcoming virtual workshop, Social Security and Medicare: Boomer Spike Coming!, which is December 6-9: https://www.horsesmouth.com/ssvirtual…
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 A 4-Part Framework For Streamlining Your Business 38:42
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Play Later Play Later Lists Like LikedWhat’s Working Now : This advisor has been developing checklists and flowcharts for himself and other advisors to help streamline business.
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 Biden Tax Plan—What Could Affect Clients Most 44:51
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Play Later Play Later Lists Like LikedCertain elements of Biden's proposed tax plan such as a step up in basis and capital gains tax increases could have major repercussions for your clients. Get updated on the most impactful tax changes being talked about and what it could mean for your clients in the Savvy Tax Planning podcast here on AdvisorRadio with Debra Taylor, CPA/PFS, JD, CDFA, founder and principal of the Taylor Financial Group and Sean Bailey, Horsesmouth Editor-in-Chief.…
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 Vital Cybersecurity Lessons from the SolarWinds Hack 15:55
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Play Later Play Later Lists Like LikedThe SolarWinds vulnerability, which allows hackers to get into the systems of government agencies like the Departments of Treasury and Defense, and Fortune 500 companies like Microsoft as well, was a massive cybersecurity breach. It's fallout and scope is hard to even imagine. There are important cybersecurity lessons to take away from the situation and to share with clients and members of your team.…
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 A New Venmo Cash App Scam and How to Protect Yourself 25:16
25:16 Play Later Play Later Lists Like Liked25:16
Play Later Play Later Lists Like LikedKathy was working from home and received a text message "from" Venmo asking her to validate recent charges she hadn't made. Her bank account being linked to her Venmo account, panic took over, and she called the number from the text right away. A short conversation with a "Venmo rep" stressing urgent action later, and Kathy was out $6500. She was the victim of a new Venmo scam. Learn everything about this scam, including how to protect yourself and your clients, in this edition of the HackTalk podcast.…
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 Want to Grow Your Influence with Cybersecurity Webinars? 20:40
20:40 Play Later Play Later Lists Like Liked20:40
Play Later Play Later Lists Like LikedHackTalk: With everyone working from home and many students learning remotely, hackers and scammers are on the attack. People and businesses need guidance on cybersecurity. In this episode of HackTalk, learn how to present cybersecurity webinars that will educate on this in-demand topic and earn attendees' gratitude. Plus, learn remote work security tips that can keep your team’s, and your clients’, data safe, and hear the latest on the TikTok ban situation--is it really unsafe?…
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 Step by Step How I Brought On New Clients Without Meeting in Person 50:19
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Play Later Play Later Lists Like LikedWhat's Working Now: This advisor explains how he brought on a high net worth client couple without ever meeting them in person.
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 Don’t Underestimate the Complexity: Why I Specialize in Student Loan Advice 50:03
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Play Later Play Later Lists Like LikedWhat’s Working Now: This advisor realized that most of his clients were burdened by student loan debt and took on the challenge of learning its complexities.
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Similar to AdvisorRadio: Actionable Insights for Thriving Advisors
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