JOIN THE ADVANCED FINANCIAL EDUCATOR MARKETING COACHING PROGRAM, JAN. 7-MAR. 29

Capture Your Share of the Greatest New Business Boom of Your Career and Guarantee 2022 Is Your Best Year Ever!

Master Your Marketing, Communications, and Client Acquisition Strategy and Add $5 Million, $10 Million, Even $25 Million in New Assets…

We’ll show you how to:

• Map out your Financial Educator marketing strategy for 12 months including webinars, in-person events, and powerful digital marketing…
• Teach important financial planning concepts to clients and prospects, by webinar and in-person events…
• Master the skills of a confident presenter whether virtual or in-person…
• Update your value proposition so it powers all you do…
• Learn to present, video/record, and distribute your Financial Educator content
• Connect with clients, prospects, and strategic allies with confidence and authority…
• Implement new discovery meeting and prospect conversion techniques...
• Close your “intention/action gap” and end “THINKING and WORRYING” about putting it all together…
• Discover your “epic calling” as a Financial Educator…
• Conquer challenges you encounter with direction and support from knowledgeable coaches…
• Motivate people to accept your advice and take action by making smart and responsible decisions…
• Be among the highest paid teachers in the world…

Advisors who embrace financial education consistently meet qualified prospects, build stature and credibility, and reach their business growth goals….

Why? BECAUSE they have an actionable and clearly defined marketing strategy—the key to succeeding during the 2022-2024 new business boom!

ONE ADVISOR’S EXPERIENCE Lessons Learned: “You really need to be connecting with your clients. That's so important and the webinar is just such a huge tool to do that. I've done two already this week.

It Was Amazing Because of the Feedback "I joined the group, and the first step was the webinars. And just I remember doing my first Zoom call with a client and her son. I was scared to death truthfully. I really was. I didn't know if it was going to work. I didn't know if the slides, if they could see them, all that kind of stuff. But then, once I got through that first one, it was amazing because the feedback from the two of them was, ‘Oh my gosh, this is great. Thank you so much.’ “And then, I had a referral that night from them and got a new client. So that kind of ignited my own thinking of pushing into this and starting to do this.”  “But from a standstill to where I am right now, I've brought in almost $22 million this year.” —James McLoughlin, Setauket, NY

Join ActionQuest, 2022:
The Advanced Financial Educator Marketing Coaching Program

 This is no ordinary group coaching program. ActionQuest is a three-month virtual coaching program that is designed to lead you through a series of challenges that will build your Advanced Financial Educator Marketing capabilities.

Our over-arching challenge is straight forward: We want to equip you with a defined marketing strategy that will power your firm to a record year.

But a marketing strategy is nothing without action, drive, meaning, connection, and accomplishment.

Join us for this exclusive experience for Master Members only.

Yes, sign me up for this intensive three-month coaching program for Master Members only, from Jan. 7 to Mar. 29. I’ll become a Master Member ($3,247 minus existing credit for other unused time other memberships from Horsesmouth) and get my first 25% Master Member discount for the Advanced Financial Educator Coaching Program ($2997-25%= $2247). My total charge will be no more than $5,494 based on my existing Horsesmouth credits, if I want to build my business and my stature as the go-to Financial Educator in my community in 2022.

My Master Membership includes:

• All Horsesmouth program memberships—all the technical training, client education, communication and marketing support for one price, in one place, on one annual billing cycle, for you and your team…
• FREE shipping and handling (within the U.S.) on all Horsesmouth products...
• A 25% discount off of all Horsesmouth products—including Key Financial Data and extra Boomer Guides…
• A 25% discount off of all Horsesmouth professional training workshops, a $500 savings!…
• All new client materials every year…
• Plus, get the lowest first-year rate by subtracting the credit for your existing membership(s). (See your credit on the pop-up and down below in the sign-up form.)
• Monthly Master-Member Only Learning Exchange virtual event
• Comprehensive access to all Horsesmouth programs valued at over $6,900 per year

Access for your team: You receive two additional logins to your Master Membership, for your marketing and administrative staff.

VIP treatment:

• Get new materials first whenever they come out
• No wondering if you have the latest and greatest
• Masters inquiries go to the front of the queue

Discounted program pricing:

• Purchased separately, all the programs would add up to $6,914 per year
• Your price for the Master Membership will be $2,997: $3,917 off, a 57% discount
• We’ll also credit the value of your existing memberships toward the Master Membership fee

• Whether that’s small like printing Key Financial Data each year
• Or big, like attending a workshop, which could save nearly $500 each time

What Types of Advisors Will Benefit?

1. Advisors who’ve not done very much “financial education” but realize they should.
2. Advisors who’ve done some in-person and webinar education events and want to get better.
3. Advisors who’ve had success and want to get sharper with a financial educator strategy.
4. Advisors who to have fun and colleague connections while executing their 2022 marketing!

Agenda and Dates

(Sessions run 75 minutes and start at 1 PM EST/ 10 AM PT and are recorded)

ACTIONQUEST, 2022

The Advanced Financial Educator Marketing Coaching Program

Live virtual sessions are on Tuesdays (see specific dates below) and start at 1 PM EST/ 10 AM PT. All sessions and office hours are recorded. Office hours (optional) are EVERY Friday and are also recorded.

Friday, Jan. 7/Live Introduction and Orientation

How to Get the Most From the Advanced Financial Educator Marketing Coaching Program: Plus, Friday Office Hours

 Unit A: Marketing, Communications, Presentation Schedule for 2022

January 11/ Live Session #1:

• Module 1: Building Out an Advanced Financial Educator Marketing & Communication Strategy: Presentations, Webinars, and Powerful Drip-Marketing Series to Drive New Client Activity Throughout 2022

Unit B: Your Value Proposition

January 18/ Live Session #2:

• Module 2: Identifying Your Financial Educator Value Proposition: How to Stand Out From Your Competitors and Communicate Your Meaningful Difference to Clients and Prospects
• Module 3: Putting Your Value Proposition to Work: Weaving Your Financial Educator Messaging Into Your Website and Marketing Materials

Unit C: Presentation Skills

Feb. 8/ Live Session #3:

• Module 4: Telling Stories That Stick: From Presentations to Discovery Meetings, Learn to Tell Compelling, Relevant Stories About Your Topic, Yourself, and Your Firm

Feb. 15/ Live Session #4:

• Module 5: Webinar Production 2.0: Tools & Tips You Can Use to Deliver More Engaging Presentations & Wow Your Attendees

Unit D: Breakthrough Results with Enhanced Virtual Presentations

February 22/ Live Session #5:

• Module 6: Financial Educator Videos: How to Plan, Record, and Share for Maximum Impact
• Module 7: Presenting While You Sleep: How to Setup Automated Webinars That Reach Prospects and Client Any Time, Day or Night

March 1/ Live Session #6:

• Module 8: Lead Magnets That Work: Connecting With Prospects Anytime, Anywhere

March 15/ Live Session #7:

• Module 9: Advanced Digital Marketing: Understanding the Ins and Outs of LinkedIn and Facebook Advertising

Unit E: Rebooting Your Discovery Meeting

March 22/ Live Session #8:

• Module 10: Rethinking/Rebooting Your Discovery Meeting Process, Part 1: Examining the Nitty-Gritty First-Meeting Approaches Successful Advisor Use

March 29/ Live Session #9:

• Module 11: Rethinking/Rebooting Your Discovery Meeting Process, Part 2: Making Key Changes to Your Process That Boosts Rapport and Trust in All Settings

December 2/Celebration

• Convening of the Faithful and Successful Navigators of ActionQuest, 2022: Advanced Financial Educator Marketing Coaching Program

Your ActionQuest, 2022 Program Leaders:

Sean M. Bailey, editor in chief of Horsesmouth, has been giving webinars since 1999. He has interviewed and worked with hundreds of advisors about “what’s working now” in growing their businesses and built all that insight and experience into the Financial Education Webinar Coaching Program.    

 Chris Holman is Horsesmouth’s executive coach. His career in financial services spans 35 years as a financial advisor, a national director of investments, and an executive coach. He is a member of the International Coach Federation (ICF), specializing in coaching financial advisors, especially through group coaching.

Devin Kropp is Associate Editor of Horsesmouth’s Advisor/Client Marketing program. Devin holds the Facebook Blueprint Certification and has created and managed Facebook ads for financial advisors over the years. Working with advisors through Advisor/Client, she has helped many achieve their marketing goals.

Doug Pierce is an Associate Editor at Horsesmouth, where in addition to editorial, he works on digital media production, from video, to livestreaming and podcasts. He may or may not hold the world record for number of webinars hosted.

 Go Ahead and Sign Up Now: Master Membership + Coaching Program

Become a Master Member for just $3,247 and join our Financial Educator Webinar Coaching Program for $2,247—a 25% Master Member discount.

Your Master Membership fee and Coaching Program fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below. To save you time, your Master Membership will be renewed at the end of its term. (You can cancel anytime.) You will receive a reminder from us two weeks before your credit card is charged, so you have time to update your card

About Horsesmouth

Since 1997, Horsesmouth has been helping financial professionals succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE: Call Toll Free:1-888-336-6884 ext. 1 or (Outside U.S.: 1-212-343-8760)