By Julie Mullarkey, Director Marketing & Communications

I spend a lot of evenings at the hockey rink with my son. When you watch hockey closely, you see how much of the game happens before the puck hits the stick. Players read the ice and move with intention. That same awareness is now essential in marketing your practice. AI helps you create content faster and stay active in front of clients.

What Generative AI Means
Generative AI creates new content based on patterns learned from data. You provide direction. It produces a draft. You review and make it your own. It supports:

• Email wording
• Blog outlines and drafts
• Social media captions
• Video scripts
• Target market messaging

You stay in control. AI speeds up the work so you have more time for conversations and planning.

Financial firms are no longer testing AI. They are deploying it and tracking outcomes.

The puck is already in motion.

How You Can Start Right Now
Think of AI as a teammate on the ice. It does not make decisions for you. It sets up better plays. AI handles prep work so you have more time for client conversations. Use AI to:

• Draft an email using one client question
• Turn a planning reminder into a short video script
• Segment contacts into target groups
• Outline and draft a blog in 30 seconds

Simple Power-Play Structure

1. Pick an audience
2. Choose a timely planning topic
3. Ask AI for a first draft
4. Edit for tone and accuracy
5. Submit for compliance review
6. Publish and track engagement

Go to chatgpt.com and try this sample prompt: I am a financial professional. Write a short email to clients who are nearing retirement. Explain why reviewing income sources before year-end matters. Include one non-biased statistic about retirement confidence with a credible source. Use a professional, conversational tone. Avoid promissory language. End with a call to action using my scheduling link so they can set up time to talk.

Small steps lead to stronger results over time.

Guardrails Matter
Before using any AI draft, check for:

• Personal client information
• Language that implies a guarantee
• Missing disclaimers
• A tone that does not sound like you

The AI Playbook includes reminders and sample wording to help protect your practice.

Free Download 
1847Financial provides dedicated marketing tools and guidance, including the AI Playbook for Financial Professionals. Get the AI Playbook and start testing prompts today.

^{Sources
https://cloud.google.com/transform/new-research-shows-how-ai-agents-are-driving-value-for-financial-services
https://cloud.google.com/transform/new-research-shows-how-ai-agents-are-driving-value-for-financial-services
https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai
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