Horsesmouth > Membership

Sign up here to receive your 2 month free trial of the Horsesmouth Performance Improvement Network courtesy of Larry Klein.
We are pleased to offer individuals referred by Larry Klein, an extended free trial and special offer for Horsesmouth's Performance Improvement Network for Financial Advisors. Horsesmouth is an online service that will help you improve your business. It focuses on increasing your sales, taking care of your clients, and managing your practice.

Your free trial will begin immediately after submitting this application and will be in effect for two months.
After you finish your free trial, if you were referred by Larry Klein, you will have the option to subscribe to Horsesmouth at a 70% discount. You can join Horsesmouth for 6 months ($159) or 1 year ($299).

We also invite you to alert your firm to the benefits of Horsesmouth. Substantial discounts are available for firm-wide memberships. If you want to find out more about how your firm can join Horsesmouth, please contact our sales team via e-mail or toll free at 1-888-33-MOUTH.

Fields marked * are required.

Contact Information

FIRST NAME*

INITIAL

LAST NAME*

TITLE*

COMPANY NAME*

BROKER-DEALER (If applicable and different from above company)

PHONE*

E-MAIL ADDRESS*(Horsesmouth DOES NOT rent or sell our member's email addresses.)

SECONDARY E-MAIL ADDRESS (for use when regular e-mail not working)

STREET ADDRESS*

CITY/TOWN*

	United States / Canada STATE/PROV		Other Country COUNTY/REGION
	ZIP/POSTAL CODE*		COUNTRY
			POSTAL CODE

Choose a username and password

USERNAME*	PASSWORD (6 characters or more)*

Tell us a little about yourself

YEARS IN
THE BUSINESS

NUMBER OF FIRMS
WORKED FOR

YEAR OF
BIRTH

YOUR
GENDER

Male

Female

YOUR DESIGNATIONS AND DEGREES (CFP, MBA, CPA, etc.)

ANNUAL PRODUCTION LEVEL ($US)

< $100k		$100k - $300k		$300k - $500k
$500k - $800k		$800k - $1m		> $1m

WHICH MOST CLOSELY DESCRIBES YOUR COMPENSATION MODEL?

Mostly transactional		3/4 transactional
1/2 transactional and 1/2 fee-based		3/4 fee-based
Mostly fee-based

ASSETS UNDER MANAGEMENT ($US)

less than $25 million		$25 million to $49 million
$50 million to $99 million		$100 million to $149 million
$150 million or more

ASSETS GATHERED IN THE PRIOR 12 MONTHS ($US)

Less than $1million		$1 million - $2.9 million
$3 million - $5.9 million		$6 million - $9.9 million
$10 million - $19.9 million		Greater than $20 million
Not Applicable

Yes, I would like to occasionally receive helpful promotional material via standard mail from Horsesmouth partners.(Horsesmouth DOES NOT rent or sell your e-mail address or phone numbers.)