Horsesmouth - Helping advisors succeed

Free Webinar

5 Video Myths That Hurt Advisors and What to Do About It

Supercharge your client communication and marketing with video and enjoy marked growth and client satisfaction. Video is a fast, easy, and inexpensive way to connect with clients and prospects.

With Doug Pierce, Horsesmouth Associate Editor

Tuesday, October 3, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Get in Front of CPAs with CPE Webinars

Learn how to successfully market to this important referral source.

With Sean M. Bailey, Horsesmouth Editor in Chief

Wednesday, October 4, 2023 at 2:00 p.m. ET / 11:00 a.m. PT

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Free Webinar

New Client Growth Unleashed: The Power of Financial Educator Marketing

Master the art and science of delivering high impact in-person and virtual presentations. Consistently engage with pre-retiree and retiree prospects while standing out from your competitors.

With Sean M. Bailey, Horsesmouth Editor in Chief

Wednesday, October 4, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Video Boot Camp Workshop

For Master Members only. Get the training you need to shoot fast, easy, and engaging video clips your clients and prospects will love. Use video content to elevate your practice and make your messages stand out in a crowded marketplace.

With Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: October 5–26, 2023
Meets on Thursdays, 1:00 p.m. ET / 10:00 a.m. PT

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Free Webinar

Discovery Meeting Mistakes You’re (Probably) Making—and How Fixing Them Will Boost Your Bottom Line

Learn which aspects of your prospect-meeting approach might need fixing, and what steps you can take to overhaul your process and boost results.

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

Thursday, October 5, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Liftoff! Financial Educator Marketing Coaching Program

For Master Members only. In 8 sessions, you’ll master the science of financial education marketing and get all the presentations, marketing materials, tech support, and personalized feedback you need to add new assets in 2024.

With Sean M. Bailey, Horsesmouth Editor in Chief
Chris Holman, Executive Coach
Devin Kropp, Horsesmouth Associate Editor;
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: October 11–December 6, 2023
Meets on Wednesdays, 1:00 p.m. ET / 10:00 a.m. PT

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Free Webinar

7 Key Social Security Questions Answered

This presentation answers seven of the most common client Social Security questions. Expand your expertise and prepare for the many pre-retirees looking for guidance on strategies to help them maximize their retirement income.

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

Wednesday, October 18, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

The Discovery Meeting Workshop: Transform Your Discovery Process

Learn to 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: October 23–24, 2023

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Free Webinar

10 Tips for Creating a Digital Marketing Strategy

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

Wednesday, October 25, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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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

Thursday, October 26, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

3 Keys to Profitable Client Tax Planning

Learn how to think about where tax planning lies in your product service offering, and how it pays off for you and your clients.

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Sean M. Bailey, Horsesmouth Editor in Chief

Friday, October 27, 2023 at 1:00 p.m. ET / 10:00 a.m. PT

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Workshop

Savvy Tax Planning School for Financial Advisors

Your ability to deliver proactive tax strategies will help clients avoid costly mistakes, minimize tax surprises, and boost their satisfaction with your services!

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA

New York, NY: November 2–3, 2023

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Workshop

IRA Planning Workshop: SECURE Act Strategies for Guiding Clients Right Now

Build your retirement planning skills and help your clients with advanced IRA/SECURE Act knowledge. Savvy IRA Planning creator Jeff Levine will guide you through the new chaotic retirement and tax planning landscape.

With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA

Virtual Workshop: November 9, 10, 13, 14, 2023

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Workshop