Sam Farrington, CFP®

Sam Farrington, CFP®

@samgfarrington.bsky.social

CFP® helping financial advisors use AI to create better content in less time. Simple systems that work. Amplify newsletter = practical prompts + frameworks https://amplifyforadvisors.substack.com/

20 Followers 37 Following 82 Posts Joined Nov 2024
1 month ago

A client asked what I would do. Not what the software said. What I would do.

So I told them. I'd pay off the house. But they weren't me. The husband wanted 3x the emergency fund I'd need before he felt comfortable.

That's the whole point of financial planning. It's not about you. It's about them

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1 month ago
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Amplify for Advisors | Sam Farrington, CFP® | Substack Helping financial advisors use AI to create content that gets results in less time. Simple AI prompts and frameworks built specifically for financial advisors. Twice weekly. Click to read Amplify for…

Your headline, about section, and experience bullets rewritten to match the quality of the content you're already creating.

Before and after examples included. The difference surprised me.

Subscribe: amplifyforadvisors.substack.com

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1 month ago
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Here's something I think a lot of advisors don't realize.

Your content is doing its job. People are reading your posts, finding them valuable, and clicking through to your profile.

But your profile might not be doing its job back.

Tomorrow's issue walks you through the fix. One prompt. 30 minutes

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1 month ago

You just explained the same thing to three different clients this week.

That's not a problem. That's your content calendar.

Every objection you hear is content hiding in plain sight.

Stop brainstorming topics and start tracking what clients actually ask.

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1 month ago
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Consistency beats perfection.

Hit the publish button.

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1 month ago
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Spent 3 days building an OpenClaw bot to "save time" on content.

It burns through tokens like a teenager with their first credit card and has the memory of Dory from Finding Nemo.

Result: First day in months I didn't post.

The fanciest tool is useless if it stops you from shipping.

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1 month ago
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Every long-form piece you've ever created is a dormant asset waiting to be multiplied.

Go back 6 months. Find your top 10 pieces. That's 200-300 pieces of content ready to be created.

The new issue of Amplify for Advisors shows you how.

Link: buff.ly/6lfG0Q0

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1 month ago

I almost didn't start Amplify for Advisors.

I didn't have a big audience. My message wasn't dialed in. I looked at other creators with polished brands and thought "I'm not ready yet."

Here's what I learned: You share your voice and the audience builds. Not the other way around.

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1 month ago
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The best video creators script everything. They just make it look natural.

AI can write your complete video script in your voice.

The new issue of Amplify for Advisors shows you how. Never wing it again!

Link to the new issue: buff.ly/3yhPE9q

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1 month ago
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Saturday client meetings. Sunday content writing.

The flexible schedule I wanted felt like a lie I told myself.

Here's what I learned: If you don't protect your weekends, no one else will.

Will you answer the call?

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1 month ago

Prompt: "Explain [complex topic] in plain language that someone with no financial background would understand. Avoid jargon and industry terms. Use simple analogies if helpful. Keep it under 150 words."

If your client needs a glossary to understand you, you've already lost them.

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1 month ago

Clients don't like financial jargon. They don't!

An advisor starts explaining RMDs or Medicare surcharges and the client's eyes glaze over in 10 seconds.

It's not the client's fault. It's terms many of them don't understand.

Here's a beginner prompt advisors can use to simplify complex topics:

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1 month ago
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I don't think AI is ruining social media.

Copy and paste is.

The real problem is treating AI like a vending machine instead of a collaborator.

Start with a human. End with a human. AI helps in the middle.

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1 month ago
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The goal isn't to sound compliant.

The goal is to sound like an expert teaching a principle.

When you do that, compliance takes care of itself.

New issue: The Outcome-Focused Compliance Language System. Out now.

Link: buff.ly/dM3Zi7e

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1 month ago
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Prompt I use when a topic feels overdone:

"Give me 10 unexpected angles, counterintuitive takes, or fresh perspectives on [topic] that haven't been overdone. Make them specific enough to stop someone mid-scroll."

Turned "diversification" into 10 posts I'd actually read.

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1 month ago

My favorite client followed me for 2 years before reaching out.

When they finally called, I didn’t need to sell them.

Consistency builds trust before you ever meet.

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1 month ago
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Build Your Research Assistant (Automate Question Generation) Amplify for Advisors Issue 023

Most advisors don't have a content problem. They have an idea generation problem.

Your Writing Assistant needs a topic from you. Research Assistant solves that.

The new issue of Amplify for Advisors shows you how build your own research assistant.

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1 month ago

A client looked at me with visible relief and said, "You should've been a teacher."

They didn't need me to fix anything.

They needed someone to confirm they weren't missing something. To lay out their options clearly.

To let them decide.

That compliment still sticks with me.

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1 month ago

I never wanted to be the advisor who tells people what to do.

I wanted to be the one who presents options and lets them choose their own adventure.

Because that's how I'd want to be treated.

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2 months ago
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Most advisors think efficiency means cramming more into each day.

I think it means building systems that let you disappear sometimes.

Content batched weeks ahead. Workflows that don't need babysitting. Boundaries that protect actual rest.

That's the freedom I'm looking for.

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2 months ago

Here’s your weekly reminder to keep posting. Your ideal audience will never find you if you’re sitting on the sidelines.

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2 months ago

Why do some advisors have a waitlist while others struggle to get meetings?

It's not credentials. It's not luck.

It's showing up consistently for years while everyone else quits after 90 days.

It’s difficult to hire you if they don't know who you are.

That takes time.

That takes consistency.

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2 months ago

AI is a tool that can help you create more content. But, I believe the human element is necessary to build true relationships and trust.

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2 months ago
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The best content ideas aren't on social media or industry news.

They're in your client meetings.

If a question takes more than 30 seconds to answer, it's worth capturing.

You'll never wonder what to post anymore. You'll wonder which one to tackle next.

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2 months ago
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The right systems don't just save time.

They give you time back for the things you actually love.

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2 months ago
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AI can be incredibly smart, yet so dumb.

Don't give up after one hallucination.

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2 months ago

You don't need more motivation to create content.

You need a repeatable process that removes the guesswork.

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2 months ago
Preview
The Pain Point Content System (Create Posts Your Ideal Clients Can't Ignore) Amplify for Advisors Issue 017

amplifyforadvisors.substack.com/p/the-pain-p...

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2 months ago
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Your ideal clients aren't searching for general advice.

They want answers to their specific problems.

When you explain why those problems happen to them specifically, they trust you.

Pain point content isn't about you. It's showing them you understand their situation better than they do.

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2 months ago

The advisors who consistently show up aren't working harder than you.

They're working from a system.

Build yours.

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