CANCELLED. Please check back soon for updates on rescheduled dates.
JOIN THE FINANCIAL EDUCATOR MARKETING COACHING PROGRAM, OCTOBER 23-DECEMBER 18, 2024.
Master the Art and Science of Successful Financial Educator Marketing for 2025!
Financial education presentations get you in front of eager prospects, build your brand, and jumpstart new client acquisition—whether you do them in-person, virtually, or both!
Learn what you need this Fall, from the convenience of your office or home and start adding new clients in 2025!
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Raise $5 million, $10 million, $20 million or more by delivering high-impact presentations that boost your reputation as a financial educator.
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Build and launch your 2025 education marketing campaign.
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Create a tailored Financial Educator Marketing Plan that aligns with your unique goals and target audience.
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Get expert virtual instruction, along with weekly office hours, marketing clinics, and coaching sessions this Fall, plus monthly Check-in/Office Hour sessions for six months to ensure continued growth and success.
There’s No One Perfect Approach—Everyone Needs a System and a Process
“You guys are systematically showing us through the seminar process from beginning to end. For anybody that is process-oriented, this program is ideal, because it lays out systematically what you need to do.
“The teaching methods here are excellent. The case studies are huge because it's not just an academic exercise or theoretical. Pragmatically, you're using four or five different advisors to illustrate that there's no perfect approach, but everyone needs to have a process and a system. We're learning from other advisors what worked, what didn't work, how our peers are course-correcting.
“As a result of attending, I've changed the way I think about what I do. 'Financial educator' is a part of my identity. Knowing that is who I am, I have to take action steps to implement that. I've got to convince the world that that's what I do. It can't just be something you dabble in; it has to be a core component.”
—Adam F., Bel Air, Maryland
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Four Reasons to Act This Fall
Discover how the Financial Educator Marketing Coaching Program will revolutionize your business and boost your client growth this Fall:
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Because maximizing ROI doesn't require a huge budget. Our program teaches you affordable marketing strategies that yield a high ROI, helping you optimize your budget while successfully securing attendance, scheduling one-on-one meetings, and converting prospects into clients.
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Because becoming a Financial Educator enhances your credibility and attracts affluent pre-retirees and retirees. By positioning yourself as a trusted expert, you'll boost your client acquisition rate.
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Because you need a proven system to generate a consistent stream of qualified prospects. Our tailored strategies and comprehensive marketing plan will propel your success, regardless of your experience level.
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Because Fall is the perfect time to refine your marketing strategy and develop your Financial Educator skills. By joining our Financial Educator Marketing Program, you'll create your marketing plan and set the stage for long-term growth and success, starting with meeting new prospects this Fall.
Three Types of Advisors Who Will Benefit
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Advisors who’ve not done webinars and/or in-person presentations before but realize they should.
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Advisors who’ve done in-person and webinars to mixed success and want to get better.
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Advisors who’ve had success and want to get sharper with a full-blown education marketing strategy.
Join Financial Educator Marketing Coaching Program
[x] Yes, I want to build my business and my stature as the go-to Financial Educator in my community. I would like to sign up for the Financial Educator workshop at the early-bird rate of $2,797 (deadline October 9).
Revolutionize Your Marketing and Supercharge Your Client Acquisition
Introducing the Financial Educator Marketing Coaching Program, a transformative program designed to elevate your success through powerful educational presentations, supported by six months of coaching and support.
Goal: To motivate, organize, and train you to deliver high-impact financial education presentations to clients and prospects in your region.
Objective: To help you create a mix of live, in-person educational presentations and virtual, webinar presentations with the aim of completing at least 8-12 presentations in the next 12 months so you can significantly grow your base, assets under management, and other business development.
How the Financial Education Masterclass Works
This coaching program will guide you on all aspects of developing your Financial Educator marketing plan. You’ll meet with your coaches and fellow advisors every week, except the week of the Fourth of July.
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Each day is live, and offers interactive instruction, and personalized coaching.
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All sessions will be recorded and accessible for up to 90 days after the program ends.
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Our program goal is to have you set up to deliver 8-12 educational events in the next 12 months.
Agenda for the Financial Educator Marketing Coaching Program
Eight- 90 minute sessions from October 23-December 18, 2024.
Each session is recorded for later viewing, and start at 1 pm ET/10 am PT
Wednesday, October 23, 2024
1:00 pm - 2:30 pm ET/10:00 am – 11:30 am PT
Session #1
The Financial Educator Opportunity/Choosing Financial Education Topics That Work
Gain insight into the financial educator opportunity and learn how to effectively choose financial education topics that resonate with your audience. By understanding the market and selecting topics that are in high demand, you can position yourself for success and make a meaningful impact on your clients' lives.
Goal: Familiarize you with the range of financial education topics available to you and that have a strong chance of attracting attendees.
Objective: Select the topics that best match your target market’s needs and your ability to successfully teach them. These will be your key topics that you present over the next 12 months.
Wednesday, October 30, 2024
1:00 pm - 2:30 pm ET/10:00 am – 11:30 am PT
Session #2
Setting New Client Goals/ In-Person and Webinar Events: Getting Your Format Mix Right
Set your new client goals for your financial educator marketing program and decide your ideal format mix for presenting education events, whether it be in-person or through webinars. By getting the format mix right, you can maximize your reach and achieve your desired goals.
Goals:
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Help you see that you need a thoughtful and systematic approach to setting new client goals with your education marketing so you can grow and onboard new clients in a timely, effective way.
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Equip you with insights to understand pros and cons of various venues and formats (webinar and in-person).
Objective:
You’ll have a clear idea of how many new clients you want to add to your business and what mix, if any, you’ll have between in-person events and webinars.
Wednesday, November 6, 2024
1:00 pm - 2:30 pm ET/10:00 am – 11:30 am PT
Session #3
In-Person Event Planning, Marketing, Budgeting, and ROI/Direct Mail Marketing 101
Financial educators must understand the importance of effective in-person event planning, marketing, budgeting, and measuring ROI, as well as the benefits and options available to them when using direct mail marketing in their outreach efforts. Understanding these concepts is critical for you to establish a successful and impactful marketing strategy that helps you achieve your business goals.
Goal: Raise awareness of what you can include in your marketing mix as a financial educator, especially around direct mail.
Objective: You will select your marketing mix and channels and understand your options for using direct mail.
Wednesday, November 13, 2024
1:00 pm - 2:30 pm ET/10:00 am – 11:30 am PT
Session #4
Webinar Planning, Marketing, Budgeting, and ROI/ Digital Marketing and Social Media 101
Understanding how to plan, market, budget, and measure return on investment (ROI) for your webinar events is crucial for you to achieve your goals. Additionally, understanding digital marketing and social media are vital tools for reaching a wider audience. Both are required in order to have a comprehensive financial educator strategy that drives engagement, educates clients, and grows your business.
Goals:
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Gain overview of successful event marketing. Learn how they work. Understand ROI and event marketing.
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Introduce you to the range of social media and digital marketing opportunities.
Objectives:
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You will make an informed decision about your primary “go-to market” strategy for getting qualified attendees at your event, including ball-parking your budget.
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You’ll decide what your digital marketing and social media mix will be in your 2025 Financial Educator Marketing Plan.
Wednesday, November 20, 2024
1:00 pm - 2:30 pm ET/10:00 am – 11:30 am PT
Session #5
Delivering Powerful Presentations (Part 1): Openings, Connecting, Big Ideas and Transitions
The process of connecting begins here. During the delivery of your presentation, numerous crucial, subtle impressions and communication are occurring. The key emphasis is on teaching, rather than selling.
Delivering powerful presentations is crucial for Financial Educators to engage and educate their clients effectively. This session will equip you with the knowledge and skills necessary to deliver high-impact presentations, focusing on the major pivot points such as openings, connecting with the audience, presenting big ideas, and making smooth transitions. By the end of the session Part 2, you will be able to identify the key presentation tactics you need to incorporate and practice in order to successfully engage and educate your clients.
Goal:To expose you to the major pivot points during the first half of a Financial Educator presentation: Opening, Introduction, Connection and Handling Questions.
Objective: You will identify for yourself the key presentation tactics you’ll want to incorporate, practice, and deliver in your presentations
Wednesday, December 4, 2024
1:00 pm - 2:30 pm ET/10:00 am – 11:30 am PT
Session #6
Delivering Powerful Presentations (Part 2): Telling Stories, Handling Questions, and Closing
The second part of Delivering Powerful Presentations will cover additional major pivot points during a financial educator presentation, such as telling stories, handling questions, and closing. By the end of this session, you will be able to identify the key presentation tactics that you want to incorporate, practice, and deliver in your presentations, ensuring you can deliver engaging and informative presentations that connect with your clients and drive results.
Goal: To expose you to the major pivot points during the second half of a Financial Educator presentation: Telling Stories, Handling Questions, and Closing.
Objective: You will identify for yourself the key presentation tactics you’ll want to incorporate, practice, and deliver in your presentations.
Wednesday, December 11, 2024,
1:00 pm - 2:30 pm ET/10:00 am – 11:30 am PT
Session #7
Effective Follow-Up for Winning New Clients/Teaching CPAs and Other COIs
Effective follow-up turns your efforts into profitable new clients, and it is essential for even small businesses to have strong systems and processes in place for follow up. When presenting to CPAs, it's important to understand that these professionals are accustomed to referral pitches and can be difficult to persuade. However, they are eager to learn and earn Continuing Professional Education (CPE) credits, making teaching a technical subject a great way to elevate your status in their eyes and initiate professional referral relationship.
Goals:
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Impress upon you the importance of being laser-focused on your follow up so you and your team can consistently reproduce good results.
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Expose you to a variety of tactics and strategies that succeed in teaching CPAs and other strategic allies.
Objective:
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You’ll know what areas of the follow-up and conversion process you’ll need to shore up with new assistance or training.
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You will decide whether you want to include teaching CPAs as part of your Financial Educator Marketing plan.
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You will be familiar with the CPE process at Horsesmouth.
Wednesday, December 18, 2024
1:00 pm - 2:30 pm ET/10:00 am – 11:30 am PT
Session #8
Finalize and Launch Financial Educator Marketing Plans for 2025
In this session, you will bring together all that you have learned and considered throughout the 8-week Financial Educator Marketing Coaching Program to develop a sustainable plan that will guide you for the next 12 months. By finalizing and launching your plans for 2025, you will develop concrete goals and a plan template that can be tracked and reviewed throughout the year, ensuring you stay on track and achieve your desired outcomes.
Goal: Familiarize you with all the elements of your Financial Educator Marketing Plan
Objective: Complete your plan template so you’ve got written, concrete goals and we have something to track and review throughout the year.
Optional Friday Sessions Marketing/Coaching Clinic
Every Friday at 1pm EDT/10am PDT for eight weeks
Take advantage of our optional Friday sessions, the Marketing/Coaching Clinic at 1pm EDT/10am PDT for eight weeks. These clinics provide additional support and coaching to help you refine your marketing strategies and address any challenges or questions you may have, ensuring you stay on track and achieve success in your financial educator marketing efforts.
BONUS
Open Marketing Clinic for Six Months
Once you’ve launched your Financial Educator Marketing Plan, you won’t be on your own. We’ll be holding a monthly clinic with program participants who can drop in for updates, share challenges, get new direction, and learn more from your coaching team and fellow Financial Educators.
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.
Cancellation and Refund Policy
Cancel and contact Horsesmouth's Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.
Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit for 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given. the event without penalty.
Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information.
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)