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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Financial pros also come to grow their business.

Our business development and practice management services help you make it happen:

Every day, receive the latest insights, how-to articles and best practices for running a modern financial services practice. Learn from hundreds of top advisors and experts.

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Help your clients and prospects throughout the year. Tap into a constantly updated and expanding set marketing and client communications campaigns (FINRA‑reviewed).

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Build your network of CPAs, attorneys and other COIs with new strategies and tactics. Includes ongoing communications, article reprints, and presentations (FINRA‑reviewed).

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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

Featured Free Webinar

Getting New Clients in the Pandemic World: The Key Solutions for 2021 and Beyond

Join us as we examine how the financial advisory business has changed and propose a solution for 2021 that will smartly grow your business, your brand, and your new client list.

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

Thursday, December 10, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Show Clients When to Claim Their Social Security Benefits

These must-have tools for financial advisors can help you instantly recognize the maximum benefit scenario, suggest a popular “hybrid” scenario, identify valid spousal strategies, and more.

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

Monday, November 30, 2020 at 2:00 p.m. ET / 11:00 a.m. PT

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Workshop

Boomer Spike Coming! Four-Day Intensive Social Security/Medicare Workshop

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 7–10, 2020; February 22–25, 2021

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Workshop

Extraordinary Advisor Virtual Masterclass

Become an extraordinary advisor who creates more influence, impact, and income, no matter what the markets are doing. Learn the “right-brain techniques” for growing a deeply personal and successful business.

With With Ellen Rogin, CPA, CFP®

Virtual Workshop: November 6–December 18, 2020
7 sessions on Fridays (Week 4 is on Tuesday, November 24)

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Free Webinar

5 Ways Retirement Planning Changes Under The SECURE Act and CARES Act

The SECURE Act and CARES Act have brought major changes to retirement planning for 2020 and beyond. From a new RMD age to the death of the stretch IRA, learn how to help your clients in this new landscape.

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

Wednesday, December 9, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

5 Facts Boomers Need to Know About Medicare

What happens if you don’t enroll in Medicare on time? How does private insurance work with Medicare? What can you expect to pay for health care through Medicare? Get the answers to these and other important Medicare questions.

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

Monday, December 14, 2020 at 2:00 p.m. ET / 11:00 a.m. PT

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Free Webinar

2021 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

Thursday, December 17, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Coaching Program

The Financial Educator Webinar Coaching Program

Learn to master being a virtual financial educator. Present webinar presentations with confidence and add millions in new assets every year!

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

Virtual Workshop: January 6–April 28, 2021

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Workshop

Savvy Tax Planning School for Financial Advisors

Now a four-day virtual workshop—watch from your home or office. 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

Virtual Workshop: January 25–28, 2021

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Workshop

“New Normal” Practice Management Workshop

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: February 8–11, 2021

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Events and Webinar Replays

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 2021

Sending your clients a customized (Preliminary) 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 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 2021

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

Contact Us to Learn More

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