AI Is the Missed Marketing Advantage Most Advisors Are Overlooking

Most advisors are ignoring this. That’s exactly why you shouldn’t.

The Problem: Ignoring AI Today Could Cost You Tomorrow

Advisors are tuning out AI—and quickly. A recent 52 I shared on using one simple document to streamline AI content had one of the lowest open rates I’ve seen. That tells me the majority of advisors simply aren’t interested in hearing about AI right now. It feels like noise. But ignoring AI is a bad strategic decision.

In 2009, I saw the same pattern with social media. Advisors dismissed it. Today, they’re still trying to catch up—after the real opportunity passed.

The Solution: Explore AI While the Advantage is Still Yours

AI isn’t just about being more efficient. It’s about leveling up your marketing by:

  • Analyzing what’s working—and making it better

  • Creating more relevant, personalized content with less effort

  • Optimizing for AI-powered search engines

  • Studying what top marketers are doing—and applying it to your business

You don’t need to master every tool. You just need a clear plan for how AI fits into your marketing.

The Outcome: Small Steps Now, Big Edge Later

Advisors who start now will be the ones ahead later. While others hesitate, you can quietly build systems that increase your relevance, visibility, and reach.

How We Help: Practical AI Support for Better Advisor Marketing

At OnNiche® by Kaleido, we create custom GPTs and prompts to help the advisors in our programs elevate their marketing. By translating emerging tools—like AI—into practical, niche-specific frameworks, we make it easier for advisors to be more effective marketers.

If you're curious about how AI could work in your niche, let's talk. Schedule a call to learn more.


We Want Your Take! What’s one marketing task you’d love to offload or improve with AI? Whether it's writing content, analyzing performance, or finding new ideas—we’d love to hear where you see the biggest opportunity. Share your experience in the OnNiche® Public Square!