Sam Farrington, CFP®

CFP® helping financial advisors use AI to create better content in less time. Simple systems that work. Amplify newsletter → practical prompts + frameworks

[Sam Farrington, CFP® @SamGFarrington]

I used to spend 12 hours/week creating content for my advisory practice.

Now I spend 90 minutes.

Here's what changed (and why every advisor needs to pay attention):

[Sam Farrington, CFP® @SamGFarrington]

@TheTaxNomad Glad you were able to get reservations for the Bear Lake corridor. Those can be difficult to get! Great pics. Enjoy RMNP!

[Sam Farrington, CFP® @SamGFarrington]

@craigiskowitz Yes! And it’s been going on for awhile! Seems like one of the easiest things AI should be able to get right.

[Sam Farrington, CFP® @SamGFarrington]

AI can be incredibly smart, yet so dumb.

Don't give up after one hallucination.

[Sam Farrington, CFP® @SamGFarrington]

The best advisors aren't the ones who grind nonstop.

They're the ones who understand that taking care of themselves is part of taking care of their clients.

Schedule breaks.

[Sam Farrington, CFP® @SamGFarrington]

@TKopelman Well deserved!

[Mark Cecchini, CFP® @markcecchini]

Doing a favor for an advisor of mine who is looking for a few new people to join his growing independent RIA.

(Last time I did this, it led to a new hire)

If you are interested, click the link in the comments.

Two open roles:

1. Associate Advisor (Remote Position)

2. Client Service Associate or Operations Lead (Remote Position)

Description:

--High growth RIA led by founder with a 20-year institutional investment background who has MBA, CFA, CPA.

--The firm is around 5 years old, so the future growth opportunity of the role does not have limits. >$400M AUM and adding >$100M per year

--Looking for learning machines who are passionate about partnering with clients, continuous improvement and teamwork.

--Open to any experience level but at least 2-3+ years of related but not exact experience and with an independent RIA a plus.

--Business owner niche with tax efficient and investment-led focus. HNW to UHNW client partners.

--No sales responsibilities but not opposed to it.  The funnel does not require additional prospects.

--Flexible on taking the positions to whatever makes sense for the person’s interests and capabilities.

--For Associate Advisor, CFP, CFA or CPA/EA preferred as well as Bachelor’s degree and ability to take over $1-5M+ AUM clients as lead or team approach over the coming years.

[Sam Farrington, CFP® @SamGFarrington]

Before you post anything, ask yourself one question:

"Would my ideal client stop scrolling for this?"

Not "is this good?" Not "is this smart?" Not "will my peers be impressed?"

Would the person you actually want to work with care enough to read it?

If yes, post it. If no, make it more specific to their world and try again.

[Sam Farrington, CFP® @SamGFarrington]

Every time AI generates "you should" and you change it to "one thing worth considering," you're doing something most content creators can't do.

You're making AI output trustworthy.

Compliance doesn't slow you down. It makes your content better than the unregulated stuff flooding every platform. Your readers feel the difference even if they can't explain why.

[Sam Farrington, CFP® @SamGFarrington]

@mountainwesttax I’m right there with you (and my family’s fleet of 4 Subarus)

[Sam Farrington, CFP® @SamGFarrington]

Your first 20 posts won't be your best work. That's not failure. That's the process.

The advisor who posted 50 mediocre posts and slowly figured out their voice is miles ahead of the advisor who's been planning the perfect first post for six months.

You can't edit something that doesn't exist yet. Write it. Post it. Get better.

[Sam Farrington, CFP® @SamGFarrington]

Nobody hires a financial advisor because of a Twitter post.

They hire you because your content made them feel like you already understood their situation. The post got their attention. The consistency built trust. The voice made them think "this person gets me."

Your content isn't the sale. It's the introduction.

[Sam Farrington, CFP® @SamGFarrington]

Next time you're writing a client email and the tone isn't quite right, try this:

Paste what you've written into Claude or ChatGPT and ask: "Make this sound warmer without making it longer."

One sentence. Instant improvement. Works well most of the time.

[Sam Farrington, CFP® @SamGFarrington]

Week 1 of posting: your mom likes it.

Week 4: a colleague you haven't talked to in years sends a DM.

Week 12: a prospect mentions they've been reading your posts.

Week 26: someone you've never met books a discovery call and says "I feel like I already know you."

That's the timeline. It's slower than you want and faster than you think.

[Sam Farrington, CFP® @SamGFarrington]

Friday tip for advisors using AI:

Paste your best post from this month into Claude or ChatGPT. Ask it what made the post work and to generate 3 new ideas based on the same patterns.

60 seconds. Monday's content is handled.

Your best content already contains the blueprint for your next content. You just have to ask.

[Sam Farrington, CFP® @SamGFarrington]

Your voice is the one thing no other advisor can copy.

It's also the one thing AI can't generate on its own.

Capture it. Train AI on it. Use it everywhere.

[Sam Farrington, CFP® @SamGFarrington]

The best advisors I know don't have a knowledge problem. They have a communication problem.

They know what to recommend. They struggle with how to explain it in a way that clicks instantly.

That's where AI shines. Not replacing your expertise. Translating it.

[Sam Farrington, CFP® @SamGFarrington]

"I tried AI and it didn't work."

No. You typed "write a LinkedIn post about retirement" with zero context about your voice, your niche, or your compliance boundaries.

AI doesn't fail advisors. Vague prompts fail advisors.

[Sam Farrington, CFP® @SamGFarrington]

Went to see our Colorado connection @NiqueOtn play tonight 💪🏻

[Sam Farrington, CFP® @SamGFarrington]

Your clients are forming opinions about AI right now.

At some point they'll ask, "What AI do you use in your practice?"

The advisor with a clear, thoughtful answer wins trust. You don't need to be an expert. You just need to have thought about it.

[Sam Farrington, CFP® @SamGFarrington]

The best financial content doesn't teach people something new.

It helps them finally understand something they've heard a hundred times.

That's what a good analogy does.

[Sam Farrington, CFP® @SamGFarrington]

Subscribe here: https://t.co/ctyhCFh7Ho

[Sam Farrington, CFP® @SamGFarrington]

Your clients don't understand what "tax-loss harvesting" means.

But they do understand "getting a coupon from Uncle Sam when your investments dip."

Tomorrow's Amplify for Advisors issue: The Analogy Library. 50+ analogies that make complex concepts click instantly.

The best advisors don't simplify by dumbing down. They simplify by connecting.