EP 012: The Right Way to Get Your Team Using AI

Getting your own AI results is one thing—getting your whole team to use AI consistently is another. In this episode, you'll learn a practical approach to AI adoption for financial advisor teams that doesn't rely on big trainings or mandates. Instead, it's about making one workflow visible, repeatable, and tied to real work—so adoption compounds over time. Key insights in this episode: • Why teams stall: unclear use cases, disruption, and role anxiety • The "one-workflow" rule (start with meeting prep) • A simple prompt framework: role + task + format • How mini-demos create lasting behavior change This episode is especially useful for: • Advisors who are the only AI "power user" in the office • Teams struggling to turn AI curiosity into habit • Firms trying to speed up meeting prep and follow-ups Subscribe to the AI for Advisors email newsletter: www.horsesmouth.com/aiemail Get AI training for financial advisors with the AI Powered Financial Advisor virtual training program: www.horsesmouth.com/ai