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I have a confession: I was wrong about using AI for marketing. Especially for financial advisors.
I thought that prompting AI better would generate better results. While this is true for a few very specific, data-based AI projects, it categorically fails for financial advisor marketing for one glaring reason:
The source material AI pulls its answers from is based on Reddit, Wikipedia, and Facebook. It's the purest form of average possible.
And since financial advisor marketing is fundamentally different from marketing for other industries, it will only waste your time and your money.
That's the bad news.
The good news?
In this episode, I share a new and little-known AI tool that fixes this "source material" problem for financial advisors. Listen now.
Show highlights include:
- How chasing bright, shiny objections in your business will make you unhappier in your personal life (3:26)
- Why becoming a better AI prompter is a waste of time that won't improve your marketing and might even plant the seeds of your financial advice business's destruction (4:06)
- AI's big, fat "source material" problem that explains why using it for marketing will always generate lackluster results (especially for financial advisors) (5:16)
- The only AI tool that I can confidently recommend to financial advisors who want to improve their marketing (13:03)
Related: Avoid Analysis Paralysis: 15 Destructive Traps Every Financial Advisor Faces