Financial Advisor Marketing Podcast

I Was Wrong About Using Artificial Intelligence For Marketing

Dec 1, 2025
Discover the surprising truth about using AI for financial advisor marketing. The host confesses that simply improving prompts won’t lead to better results due to flawed source material like Reddit and Wikipedia. Hear how this leads to average marketing outcomes and potentially harms your business. Learn about a new AI tool tailored for financial advisors that addresses these issues and enhances marketing efforts. Plus, understand why financial advisor marketing is unique and requires a specialized approach.
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INSIGHT

Better Prompts Don't Solve The Core Problem

  • Better prompts don’t fix AI's core limitation: flawed source material.
  • James Pollard argues improving prompts only centers the model on average internet noise.
INSIGHT

LLMs Are Tuned To Plausibility, Not Expertise

  • Large language models are optimized for plausibility and predict the internet's next word.
  • That makes their outputs the purest form of average, which fails for specialist marketing needs.
ANECDOTE

Lost Phone At Applebee's Illustration

  • James uses a lost-phone-at-Applebee's story to show better prompts fail if the audience doesn't understand.
  • He compares asking clearer questions to speaking to people who don't speak English.
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