EP 003: Two AI Prompts Every Advisor Should Try

Most financial advisors experiment with AI. Very few use it strategically. In this episode of the AI for Advisors Podcast, we break down two must-use prompts that dramatically improve the quality, usefulness, and strategic value of AI outputs for advisors. These aren't gimmicks. They're structural prompts that change how AI thinks with you. You'll learn: ·         Why most AI outputs feel generic — and how to fix it ·         The first prompt that instantly improves clarity and depth ·         The second prompt that turns surface-level answers into strategic insight ·         How to apply these prompts to client emails, marketing, planning, and internal strategy ·         A repeatable framework you can use in ChatGPT immediately If you've ever felt like AI responses were "fine but not great," this episode will show you how small changes in prompting can produce dramatically better results. Sign-up for our AI for Advisors newsletter: https://www.horsesmouth.com/aiemail Information about our upcoming AI-Powered Financial Advisor training programs can be found here:  https://www.horsesmouth.com/ai