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 changes in regulations and the oncoming 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 through the process of setting up a long-term care plan. Guide and encourage them with valuable resources on the medical, financial, legal, and emotional aspects of long-term care planning. 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
  • A 25% discount off Horsesmouth’s software partners:
    College Aid Pro™ and Holistiplan

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Upcoming Events

Workshop Preview Series

Social Security and Medicare Workshop Kickoff Series

In anticipation of our upcoming Social Security/Medicare Workshop, Elaine Floyd, Horsesmouth’s Director of Retirement and Life Planning, will be joining Sean Bailey, Horsesmouth Editor in Chief for a 3-part kickoff series. They will explore how adding Social Security and Medicare planning to your client service offering can become a major value-add to clients and a deal-clincher for prospects looking for help in this area:

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

Session 2: Monday, November 28, at 4:00 p.m. ET / 1:00 p.m. PT
(Sneak Peek of the Social Security/Medicare Workshop—Deep Dive into Each Session and What You’ll Learn)

Session 3: Wednesday, November 30, at 4:00 p.m. ET / 1:00 p.m. PT
(From Expertise to New Clients: How to Build Your Business with Social Security and Medicare Planning)

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Workshop

Build a Better Business Workshop

How to earn more, serve clients better, and work smarter, not harder. Transform your business into a profit machine with the capacity, systems, and services to attract a whole new level of clients.

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

Virtual Workshop: November 29 and December 6 & 13, 2022

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Free Webinar

29 Presentations to Connect with Prospects Now

Learn the range of FINRA-reviewed topics available to you at Horsesmouth, and which topics draw what types of clients and their characteristics.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, November 29, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

The Discovery Meeting Workshop: Transform Your Discovery Process

Get your discovery process evaluated, finally know what really works (and why), and transform your approach to add new clients with greater ease and efficiency.

With Chris Holman, PCC, Executive Coach;
and Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: November 30–December 1, 2022

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Workshop

Social Security/Medicare Workshop—Boomer Spike Coming!

Deepen your understanding of the nuances, learn the range of claiming strategies, and build your base of Social Security and Medicare expertise.

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

Virtual Workshop: December 5–8, 2022

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Free Webinar

Why Estate Planning? Why Now?

Understand the nuts and bolts of estate planning and how to apply effective persuasion techniques that will motivate clients to do what they know they need to do.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning

Tuesday, December 13, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Social Security and Medicare: What Advisors Need To Know To Help Clients and Prospects Navigate These Major Government Programs

Every person in America will eventually receive benefits from two of the largest government programs: Social Security and Medicare. Position yourself as an expert and save clients time and hassles by accurately answering their Social Security and Medicare questions.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning

Wednesday, December 14, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

2023 Killer Marketing Ideas and Trends

Put the ‘new’ in New Year with this look at new marketing ideas—both online and off—that will get you noticed and remembered by clients, prospects, referrals and COIs.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, December 20, 2022 at 2:00 p.m. ET / 11:00 a.m. PT

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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 2022

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

This 4-panel, 2-sided, 8.5" x 11", 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 2022

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.

Management Team