NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Horsesmouth Essential: What’s Working Now: For this bicoastal, fee-only advisor, it’s all about connection. And Facebook has been a big help. From starting a new mentoring network for women advisors to branching out into Facebook Live video to build her brand awareness, she knows it is people that matter most.
What’s Working Now: By creating an education program that steps into the breach where women have often been ignored by the financial services industry, this advisor has tapped into a client base that spans the country and is eager to learn.
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The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025