Financial pros come to Horsesmouth for answers.

Our portfolio of services provides the latest education, tools, marketing and support:

Most people leave money on the table with Social Security. Gain access to the education, tools and answers you need to help clients make smart decisions and maximize their benefits. Comprehensive marketing and communications program included.

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Everyone must sign up for Medicare, yet few people understand what to do. Help clients avoid the pitfalls and put this critical piece of the retirement planning puzzle into place. Comprehensive marketing and communications program included.

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Help clients and prospects protect themselves from the growing epidemic of identity theft, credit card fraud, phishing scams and ruinous hacks. Show them how to improve their Cybersecurity Score. Comprehensive marketing and communications program included.

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With the arrivals of both the DOL ruling and the wave of Boomer RMDs (required minimum distributions), it is more important than ever before to be fully competent in IRA planning. Get up to speed, now. Comprehensive marketing and communications program included.

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Help parents save money and their sanity as they search for the colleges right for their kids. Show them how to discover the true costs, get the best deals, and maximize their financial aid opportunities. Comprehensive marketing and communications program included.

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Help clients and prospects through the process of setting up a caregiving plan. Guide and encourage them with valuable resources on the medical, financial, legal, and emotional aspects of caregiving. Comprehensive marketing and communications program included.

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Strategies for helping your clients transfer their assets to the next generation. Make sure they have a good plan in place to pass on the wealth they have accumulated, financial and otherwise. Comprehensive marketing and communications program included.

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Two programs in one. Help retirees pay lower taxes by developing a retirement tax planning strategy. Also, educate all clients on how to best take advantage of the new tax rules. Comprehensive marketing and communications program included.

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Horsesmouth Master Membership

Get comprehensive access to the full range of Horsesmouth memberships. Consolidate existing memberships into a single Master Membership, and get all the technical training, client education, communication and marketing support, in one place for you and your team.

  • The most efficient and simple way to get it all
  • Extra logins for two team members
  • Get new materials for all programs every year
  • Apply existing credits for lowest first-year rate
  • 25% discount off Horsesmouth workshops
  • 25% discount off Horsesmouth products

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Upcoming Events

Free Webinar

Equitize Your Exit: How to Make Your Remaining Years Really Count

How to overcome the top barriers to succession planning. Learn the structures of succession deals, valuations, and how to assess the real value of a book of business.

With Chris Holman, PCC, Executive Coach;
and Louis Diamond, Executive Vice President with Diamond Consultants

Wednesday, February 20, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

10 Tips for Creating a Digital Marketing Strategy for 2019

Strategize a simple digital marketing plan that generates leads, builds your reputation, and transforms your website into a marketing hub.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, February 26, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Get in Front of CPAs with CPE Workshops

Learn how to successfully market to this important referral source.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, March 5, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Demystify the New Tax Act!

Attend our one-day workshop and learn to guide clients (and your own firm) on the importance of the new rules in savings, investing, and planning.

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC

Scottsdale, AZ: March 12, 2019

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Free Webinar

The Complaint Clinic: How to Stop Complaining, and Start Creating

Studies show that some of us complain a lot, as much as 50–100 times a day. Learn how to complain less and/or learn how to work with the “chronic complainers” in your life.

With Chris Holman, Executive Coach

Wednesday, March 13, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Nailing Your Presentation Introduction by Following the “Dynamic Patterned Opening”

Learn to follow the “Dynamic Patterned Opening” to maximize the chance that your audience will take your desired action at the end of your presentation.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, March 21, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Retire Now, Retire Later? Social Security and Medicare in an Age of Uncertainty

Get up to speed on the growing and complex ways the two biggest retirement programs interact and impact retirees and pre-retirees.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
and Sean M. Bailey, Horsesmouth Editor in Chief

San Diego, CA: May 9–10, 2019
Atlanta, GA: October 3–4, 2019

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Workshop

Build a Late Stage College Planning Niche That Helps Parents Save Money, Keep Their Sanity, and Get Their Kid Into a Good College Without Destroying Their Savings and Retirement

Show clients and prospects how to discover the true price of tuition, where to find scholarship opportunities, and how to maximize their chances of financial aid.

With Lynn O’Shaughnessy, College Program Creator
and Sean M. Bailey, Horsesmouth Editor in Chief

San Diego: May 9–10, 2019

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Chicago: June 6–7, 2019

Sign Up (Chicago)

Store

Key Tax Changes From the Tax Cuts and Jobs Act

Key Tax Changes From the Tax Cuts and Jobs Act

Easy to comprehend at a glance, this quick-reference card tells you what the new tax laws are and how they differ from the old ones.

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Key Financial Data

Key Financial Data For 2019

Sending your clients a customized Key Data Card is a simple way to remind them that you’re looking out for their best financial interests. Also great for sharing with key strategic allies.

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The Family Guide to Caregiving

The Family Guide to Caregiving

This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients reinforces your expertise and helps to explain how every client can consider and put in place a family caregiving plan.

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The Baby Boomer's Guide to Legacy Planning

The Baby Boomer’s Guide to Legacy Planning

This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients walks readers through the six steps of legacy planning and explains the importance of acting now.

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The Savvy Parents' Guide to Cutting College Costs

The Savvy Parents’ Guide to Cutting College Costs

This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider when making college planning decisions.

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The Baby Boomer's Guide to Social Security

The Baby Boomer’s Guide to Social Security for 2019

This 3-panel, 6-sided, 8.5" x 11", laminated reference guide gives your clients a solid overview of how Social Security works. Perfect to handout at client meetings about retirement income planning.

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Hack-Proof Your Life Now!

Hack-Proof Your Life Now!

Position yourself as the go-to resource for cybersecurity safety to your clients and prospects. This book is designed to teach you and your clients about the biggest cybersecurity threats we all face every single day.

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Retirement Calendar Checklist

Retirement Calendar Checklist For 2019

Remove a little pain from your clients’ lives by acting as their retirement guide star over important dates, details, and deadlines throughout the year.

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Corporate Programs

Horsesmouth designs custom programs for wealth management firms, broker dealers, RIAs, asset managers, insurance companies, banks and others. Our corporate partners range in size from the largest financial services companies to small shops. We collaborate with partners on a wide variety of initiatives, including the following:

  • Enterprise programs
  • Custom programs
  • Content licensing
  • Technology integration
  • Advertising and sponsorship
  • Research and analytics

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About Us

Horsesmouth helps financial professionals educate their clients and grow their businesses. Every day, we serve tens of thousands of advisors, consultants, agents, accountants and other professionals, representing every major financial firm and business model. We are guided by extensive primary research and two decades of experience. The company was founded in 1996 and is headquartered in midtown Manhattan, with employees spread out across the country.