EP 013: The Hidden Team Inside Your AI

Most advisors use AI like a single assistant—ask for a draft, polish it, send it. In this episode, you'll learn how to treat AI like a team of specialized critics using an AI critique workflow for financial advisors: generate the draft, run targeted critiques (spouse, high-net-worth client, compliance, CPA, prospect), then revise based on the best feedback. This simple "reflection prompting" loop helps you catch confusion, generic language, and risky claims before clients—or compliance—do. Key insights in this episode: • How to "summon" expert critique roles inside AI • The 3-step draft → critique → revise workflow • Five practical critique lenses advisors can use today • Guardrails: AI feedback isn't judgment or compliance This episode is especially useful for: • Advisors writing client emails and meeting summaries • Advisors creating market commentary or public content • Advisors who want clearer, more differentiated messaging 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