{"id":358277,"date":"2025-08-20T14:33:42","date_gmt":"2025-08-20T09:03:42","guid":{"rendered":"https:\/\/www.technologyforyou.org\/?p=358277"},"modified":"2025-08-20T14:35:43","modified_gmt":"2025-08-20T09:05:43","slug":"daily-ai-use-among-financial-advisors-doubles-yet-confidence-gaps-persist-horsesmouth-survey","status":"publish","type":"post","link":"https:\/\/www.technologyforyou.org\/daily-ai-use-among-financial-advisors-doubles-yet-confidence-gaps-persist-horsesmouth-survey\/","title":{"rendered":"Daily AI Use Among Financial Advisors Doubles, Yet Confidence Gaps Persist: Horsesmouth Survey"},"content":{"rendered":"

Financial advisors are expanding AI use from simple content creation to strategic planning, client engagement, and operational efficiency. Confidence is rising, yet compliance hurdles and uncertainty about workflow integration remain key obstacles.<\/i><\/span><\/strong><\/p>\n

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NEW YORK–(BUSINESS WIRE)–Daily use of artificial intelligence (AI) tools among financial advisors has doubled in the past year, with advisors reporting significant gains in speed, efficiency, and communication quality. But despite the momentum, nearly one in five advisors still do not use AI\u2014and only 11% describe themselves as very confident in applying it to their work.<\/p>\n

We\u2019re a human-first profession. Clients come to financial professionals for our judgment, not our tech stack. AI should enhance our clarity, not override it.<\/span><\/strong><\/p>\n

The annual Advisor-AI usage survey of more than 400 members of Horsesmouth, a leading provider of educational resources for financial professionals, details a picture of financial professionals integrating AI tools like ChatGPT, Copilot, Claude, Gemini, and Perplexity into their practices.<\/p>\n

The study paints a picture of an industry in motion: Power Users are surging ahead, Dabblers are testing the waters, and Sideliners\u2014those yet to try AI\u2014are slowly declining in number.<\/p>\n

\u201cAI isn\u2019t just a novelty anymore,\u201d said William T. Nicklin, CEO of Horsesmouth. \u201cIt\u2019s becoming embedded in the daily workflows of a growing number of advisors. That said, many advisors still lack confidence or clear paths to integration. Our job is to help close that gap.\u201d<\/p>\n

Key Finding #1: Daily Use Doubles, Non-Use Shrinks
\n<\/b>– The share of advisors using AI multiple times per day jumped from 9% in 2024 to 24% in 2025.<\/p>\n

– The share of non-users dropped from 38% to 22% year-over-year.<\/p>\n

– Nearly two-thirds of advisors now use AI in an iterative, back-and-forth manner, indicating a shift from one-off queries to conversational problem-solving.<\/p>\n

\u201cNo longer starting from a blank page,\u201d one advisor wrote. \u201cAI gives me momentum on writing, presentations, and even structuring meetings.\u201d<\/p>\n

Key Finding #2: Use Cases Expand Beyond Writing
\n<\/b>– 43% use AI to draft client emails and communications, and 29% enhance client meeting notes with it.<\/p>\n

– Advisors also use AI to simplify complex financial topics (25%), create educational content (25%), and brainstorm marketing strategies (24%).<\/p>\n

– Emerging uses include personalized summaries, compliance documentation, and social media content, reflecting a move toward full-practice integration.<\/p>\n

\u201cWe\u2019re seeing advisors move beyond copywriting into real planning, client engagement, and strategic operations,\u201d said Sean Bailey, editor-in-chief of Horsesmouth and creator of its AI education programs. \u201cThat\u2019s using AI as a co-intelligence, not just a tool.\u201d<\/p>\n

Bailey says the most important mindset shift for advisors is understanding what it means to be \u201cAI forward, not AI first.\u201d<\/p>\n

\u201cWe\u2019re a human-first profession,\u201d Bailey said. \u201cClients come to financial professionals for our judgment, not our tech stack. AI should enhance our clarity, not override it. That\u2019s the guiding principle behind our AI for Advisors program. We train advisors to lead with their values and expertise and then bring AI in to support better decisions, stronger communication, and more meaningful client work.\u201d<\/p>\n

Key Finding #3: Confidence Grows\u2014but Gaps Remain
\n<\/b>– 44% of advisors now feel confident in their AI skills (up from 34% in 2024), yet only 11% describe themselves as \u201cvery confident.\u201d<\/p>\n

– The most requested training topics include prospecting, business automation, and marketing\u2014tied to growth and efficiency.<\/p>\n

– Top barriers cited remain compliance\/privacy concerns, lack of time, and uncertainty about how to fit AI into existing workflows.<\/p>\n

Bailey added: \u201cThe leap from dabbling with AI to being a Power User doesn\u2019t require coding or tech skills\u2014it\u2019s about learning to think with AI, asking better questions, and applying it with judgment. Our programs help advisors build that fluency.\u201d<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Financial advisors are expanding AI use from simple content creation to strategic planning, client engagement, and operational efficiency. Confidence is rising, yet compliance hurdles and uncertainty about workflow integration remain key obstacles. NEW YORK–(BUSINESS WIRE)–Daily use of artificial intelligence (AI) tools among financial advisors has doubled in the past year, with advisors reporting significant gains […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27765],"tags":[],"class_list":{"0":"post-358277","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-artificial-intelligence-news"},"_links":{"self":[{"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/posts\/358277","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/comments?post=358277"}],"version-history":[{"count":0,"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/posts\/358277\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/media?parent=358277"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/categories?post=358277"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/tags?post=358277"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}