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A/C FEATURE

Keep clients safe

My Advisor/Client membership gives me access to:

• Strategic insights or actionable tactics, materials, campaigns, and systems that can help me reach my target markets…
• More than 60 marketing campaigns to pick from as I plan my strategy…
• 100+ Article Reprint Library, Key Financial Data, event marketing, online marketing, and client prospecting…
• Special programs: Advisor Marketing Boot Camp, Rich Niche Prospecting, COI/CPA prospecting…
• Savvy Cybersecurity program including the Savvy Cybersecurity Reference Guide.

The 2025 Advisor/Client Marketing Schedule

Replay Available

January Mastermind Marketing Meeting

Join us and your colleagues for a monthly marketing meeting. We’ll discuss a marketing topic, marketing actions for the month, and answer member questions.

Replay Available

February Mastermind Marketing Meeting

Join us and your colleagues for a monthly marketing meeting. We’ll discuss a marketing topic, marketing actions for the month, and answer member questions.

Replay Available

Strategize Your 2026 COI Marketing Plan (CPA)

Strategize 12 months of marketing activities to help you meet and cultivate your best centers-of-influence (COIs)—especially CPAs.

Replay Available

March Mastermind Marketing Meeting

Join us and your colleagues for a monthly marketing meeting. We'll discuss a marketing topic, marketing actions for the month, and answer member questions.

Replay Available

April Mastermind Marketing Meeting

Join us and your colleagues for a monthly marketing meeting. We’ll discuss a marketing topic, marketing actions for the month, and answer member questions.

May 1, 2025

May Mastermind Marketing Meeting

Join us and your colleagues for a monthly marketing meeting. We’ll discuss a marketing topic, marketing actions for the month, and answer member questions.

May 15, 2025

How to Get in Front of CPAs (CPA)

Form close strategic alliances with 10 CPAs this summer by following a specific system that demonstrates your expertise, builds trust, and drives referrals.

June 5, 2025

June Mastermind Marketing Meeting

Join us and your colleagues for a monthly marketing meeting. We’ll discuss a marketing topic, marketing actions for the month, and answer member questions.

July 10, 2025

July Mastermind Marketing Meeting

Join us and your colleagues for a monthly marketing meeting. We’ll discuss a marketing topic, marketing actions for the month, and answer member questions.

August 7, 2025

August Mastermind Marketing Meeting

Join us and your colleagues for a monthly marketing meeting. We’ll discuss a marketing topic, marketing actions for the month, and answer member questions.

August 28, 2025

Fall Marketing With CPAs (CPA)

Set up a series of client education workshops and high-level strategy meetings with your favorite COI(s).

September 4, 2025

September Mastermind Marketing Meeting

Join us and your colleagues for a monthly marketing meeting. We’ll discuss a marketing topic, marketing actions for the month, and answer member questions.

September 18, 2025

Build a Productive COI Network That Turns Referral Stress Into Referral Success (CPA)

Build a 'network of experts' whose sole purpose is to exchange referrals, expand your service mix, and promote your business.

October 2, 2025

October Mastermind Marketing Meeting

Join us and your colleagues for a monthly marketing meeting. We’ll discuss a marketing topic, marketing actions for the month, and answer member questions.

November 6, 2025

November Mastermind Marketing Meeting

Join us and your colleagues for a monthly marketing meeting. We’ll discuss a marketing topic, marketing actions for the month, and answer member questions.

December 2, 2025

Advisor Marketing Boot Camp, Session 1: Build Your "We Will Conquer!" Marketing Plan for 2026

Attack 2025 with a marketing plan that brings in the leads and positions you as the ‘go-to’ advisor in your target market.

December 4, 2025

December Mastermind Marketing Meeting

Join us and your colleagues for a monthly marketing meeting. We’ll discuss a marketing topic, marketing actions for the month, and answer member questions.

December 9, 2025

Advisor Marketing Boot Camp, Session 2: Establish Your Communications Masterplan for 2026

Set up a communications game plan that keeps you top-of-mind, month-after-month, with clients, prospects, referrals, and COIs.

December 11, 2025

Advisor Marketing Boot Camp, Session 3: Strategize Your 2026 Presentations & Event Plan

Get in front of 30 prospects at once! Produce a social and educational events plan that attracts large turnouts with the least amount of effort and expense.

December 16, 2025

Advisor Marketing Boot Camp, Session 4: Create Your 2026 Digital Marketing Plan

Design a simple digital marketing plan that generates leads, raises your visibility, and transforms your website into a busy marketing hub.

December 18, 2025

2026 Killer Marketing Ideas and Trends

New marketing ideas, campaigns, and techniques to consider for a brand new year.

SPECIAL PROGRAMS INCLUDED IN ADVISOR/CLIENT

Be Your Clients’ Cybersecurity Guide

Savvy Cybersecurity Client Education Program ($597 value)

Unlike banks and their branch locations, financial professionals rarely need to worry about being physically robbed in their offices. Now that has changed.

Some experts call it a “world war.” SIFMA, the financial services industry trade group, has implored the government to intercede because SIFMA says banks don’t have the tools or knowledge to protect their client accounts. Some fear a sustained attack that could zero out accounts and trigger panic and bank runs.

And the SEC and FINRA are now tightening their focus on cybersecurity.

When you join Advisor/Client, you get the complete Savvy Cybersecurity program to present to clients, prospects, and business leaders in your community.

The education program includes:

• Savvy Cybersecurity Reference Guide (PDF)
• Client presentation: “1-Hour to Savvy Cybersecurity: 10 Threats Every Person and Business Faces—and How to Fight Them Now”
• Monthly e-newsletter and alert newsletter
• FINRA-reviewed Article Reprints for clients on cybersecurity
• The complete Savvy Cybersecurity Marketing Toolkit (PDF)

Key Financial Data ($197 value)

Free Key Financial Data PDF

As a member of Advisor/Client, we want to be sure you’re communicating with your clients in a variety of ways throughout the year.

One useful, important communication you can send at least every year—plus reminders around tax time and extension deadlines—is that year’s Key Financial Data.

It’s free (PDF) for all Advisor/Client members.

Advisor/CPA—Build Your CPA Network

The Advisor/CPA program included in Advisor/Client arms you with a simple, easy to implement strategy to cultivate relationships with CPAs, estate attorneys, and others throughout the year, including:

Presentations:

Two Roundtable Presentations

COI Roundtable Presentations ($994 value): Host these “professionals only” roundtables in your community throughout the year. Each presentation is FINRA-reviewed and includes PowerPoint presentations and speaker notes, and associated handouts. Topics include:

Navigating the Complexities of the Medicare (aka Net Investment Income) Tax: The 3.8% Medicare tax for high earners means it’s important to look at tax planning and investment strategies for our wealthiest clients.

Tapping Retirement Accounts: How and when wealthy clients draw down from their various retirement funds is a critical retirement income planning topic with tax, legal and investment implications.

Award CPE credits to CPAs

Plus, the program now comes with presentations CPE approved.

Now all your Advisor/CPA workshops can be presented for CPE credit. You’ll see a boost in workshop attendance and trust levels as CPAs come to see you as a subject matter expert they can rely on.

Horsesmouth is now approved as a provider of CPE credits by the National Association of State Boards of Accountancy (NASBA).

Plus, your Advisor/CPA program includes:

• Social Security Workshop for CPAs
• COI Roundtable: LinkedIn for CPAs
• COI Community Referral Campaign: Create a client-centered “Community Resource Directory” that expands your existing COI list and positions you as a niche leader, community connector, and client champion
• Summer Social Prospecting: Host a Fun Social Event With Your Best COIs
• Establish a Formal COI Network
• Tapping Into Retirement Account Workshop for CPAs
• Tax Briefings Workshop with a CPA Partner

Easy-to-Run Prospecting Campaigns (FINRA-Reviewed): Save Time, Stay Focused

Each program includes: how-to webinar (live and then on-demand); marketing toolkit (PDF); personalized, FINRA-reviewed client materials (PDF); strategy brief; campaign checklist; marketing templates; FINRA-review letters; one-year, renewable license to all materials.

• Getting CPA Referrals: A 4 step campaign for hosting a professional roundtable that builds credibility and standing with COIs.
• Capture More Retirement Rollover Business: A step-by-step, turnkey IRA workshop program designed to build your reputation as the “rollover expert” and get you in front of qualified pre-retirees.
• Financial Fitness Checkup: Craft a plan that keeps clients loyal and devoted throughout the year.
• Create Your First Lead Generation Campaign: Build an online prospecting system that attracts new business 24/7.
• Host a Retirement Income Workshop: How to hold a workshop in your community that pre-retirees will rush to attend.
• 3 Engaging Branding Pieces That Help You Close Business: Produce 3 simple marketing pieces that help clients and prospects ’get’ your value.
• Your Last-Chance Financial Planning Checklist Campaign: This year-end marketing campaign helps you get in front of clients and prospects in a timely way.

Marketing Skills Strategies: Build Discipline and Key Messages That Connect to Ideal Clients

Each program includes: how-to webinar session (live and then on-demand) and program toolkit: templates, checklists, worksheets, guides and other items.

Your Advisor/Client Membership includes these marketing strategies:

• Advisor Marketing Boot Camp: A 4-part Boot Camp that focuses your marketing and cements your credibility with clients, prospects, and COIs.
• Rich Niche Jumpstart Program: A 2-Part jumpstart program designed to help you zero in on the perfect niche, develop your niche expertise, and create your first niche marketing campaign.
• Strategize Your First Online Lead Gen Campaign: Build an online prospecting system that turns your website into a lead generation machine that works for you 24/7.
• How to Boost Your Website Ranking with a Solid SEO Strategy: Move your way up in the Google rankings when prospects search for advisors in your area by learning some simple Search Engine Optimization techniques and strategies.
• Hot Summer Client Events: Expand client relationships by hosting a fun family get-together.
• The Blueprint for a Stellar New Client Experience: A 60-day onboarding plan that turns new clients into loyal fans who refer their friends.
• Referral Letter Campaign: This extended touch campaign allows you to send out a referral letter one to two times a year that reminds clients of everything you do and asks for a referral.
• The Ultimate Advisor Marketing Kit: How to create high-impact, high-pass-along materials that get you remembered and referred.
• Financial Crisis Communications Plan: How to keep clients calm and confident when the markets go crazy.

Advisor/Client Programs

• Key Data Mini-Campaign: Send Key Financial Data to Clients, Prospects, and COIs
• The “We Will Conquer” Marketing Boot Camp—Part 1 ($149 value)
• The “We Will Conquer” Marketing Boot Camp—Part 2: ($149 value)
• The “We Will Conquer” Marketing Boot Camp—Part 3: ($149 value)
• The “We Will Conquer” Marketing Boot Camp—Part 4: ($149 value)
• Host a Retirement Income Workshop: Host a Workshop in Your Community That Pre-Retirees Will Rush to Attend ($597 value)
• Rich Niche Prospecting—Part 1: How to Find a New Niche ($199 value)
• Rich Niche Prospecting—Part 2: How to Market Yourself Into a New Niche ($199 value)
• Last-Chance Financial Planning Checklist: 49 Questions You Must Ask Clients and Prospects to Reveal New Opportunities and Deliver Your Best Service ($597 value)
• COI Connect Campaign: Win Gratitude and Referrals From COIs With a Simple Campaign That Establishes You As a Community Connector
• Capture More Rollovers with Lunch 'n' Learns: Capture More Rollover Business With an Ongoing Event Strategy That Puts You in Front of Pre-Retirees ($597 value)
• Build Your Own HNW Prospect List: Create Your Own In-House List of Top Prospects in Your Niche
• Key Birthdays Postcard: Tap Clients, Prospects, and COIs With Landmark Birthdates and Key Deadlines
• Financial Fitness Checkup: 57 Questions You Want Clients and Prospects to Answer to Uncover New Opportunities and Deliver Your Best Service ($149 value)

Client Communications: Stay in Touch, Save Money, and Always Have Something to Talk About

Customize reprints, send to clients

Your Advisor/Client Membership extends these Article Reprint benefits to you:

• More than 100 timely, professional, FINRA-reviewed articles that support your prospecting, marketing and client communication strategies.
• Each article branded with your name, firm name, key contact information and disclosures.
• Freedom to print the PDF articles on your own and for no charge or order Custom Print hard copies through Horsesmouth
• Unlimited use of Client Reprints articles (PDF) for one year.
• Free shipping to Advisor/Client members for Custom Print orders.

Easy, monthly client touches

Quarterly Postcards for Key Planning and Investment Deadlines

Another way to stay connected with clients, prospects, and COIs is through the Advisor/Client Quarterly Postcards.

It’s a simple but effective campaign. Each quarterly postcard lists key financial planning and investment deadlines that are important to investors of all types.

Send a postcard to your entire list each quarter (and one article reprint by email each month). It’s an easy, systematic way to stay top-of-mind with your entire client and prospect list.

PLUS—the Key Birthdays Postcard, Monthly Touch Campaigns, and more!

Horsesmouth Membership: Daily Investment, Financial Planning, Practice Management Insights

When you become an Advisor/Client Member, your Horsesmouth Membership is automatically included in the program ($247 value).

BONUS GIFTS

BONUS #1

Ideas that work

• What's Working Now, Volume 11: 20 Advisors Reveal the Moves Powering Their Businesses Forward ($97 value): 

  One of the most common questions advisors ask us at Horsesmouth has to do with what other advisors are doing to get results. Who better to offer tested, on-the-ground insights than your colleagues struggling—and succeeding—with the same challenges you face?

  This exclusive report gives you the nitty-gritty details on topics such as client events, communication, staff, teams, seminars, speaking, business strategy, prospecting, and niche building.

  There's no other source of advisor-oriented business intelligence that comes close to the depth, details, and currency of the What's Working Now series. Stop wondering what's working and get the action-research to guide your next steps.

BONUS #2

Answers to uncomfortable
questions

• Etiquette Essentials for Advisors: 50 Answers to Sticky Questions About Hosting, Gifting, Greeting, Dining, Thanking, and More ($37 value)

  There’s nothing more nagging than uncertainty about your behavior in various social settings. It’s natural that you want to know how to do the right thing in the right situation.

  That’s why we’ve created this special report, Etiquette Essentials for Advisors: 50 Answers to Sticky Questions About Hosting, Gifting, Greeting, Dining, Thanking, and More (PDF).

  Some examples:

  • How do you give both people a chance to talk when one spouse in the couple is dominating the meeting?
  • What do you do when a high-powered client gets fired?
  • What protocol do you follow when a client dies?
  • What’s a polite way to get a talkative client off the phone?
  • What are the rules to follow when it comes to thank-you notes?

When you join Advisor/Client, you can download Etiquette Essentials—Just join now.

The Advisor/Client 100% Risk-Free Guarantee—Give It a Try

The Advisor/Client Marketing Program is all about saving you time and money by providing you with actionable, relevant marketing and communications materials and campaigns you can use to connect meaningfully with clients and prospects.

Enjoy the full value and benefits of the program by integrating it into your marketing and communications programs for the next quarter.

If you’re not completely satisfied with the quality of Advisor/Client and the results of the campaign and marketing strategy program, we’ll issue a 100% refund of your membership. You just need to confirm you’ve deleted all materials you’ve received under the Advisor/Client license. It’s that simple. Joining is completely risk-free.

Your Invitation to Time-Saving, On-Going Prospecting, Marketing and Client Communications…

Request a Desktop Demo for Advisor/Client:

Demo includes:

• Customizing your turnkey 12-month client communication plan
• Planning and delivering client events
• Five proven brand builders that keep you marketing 24/7
• Developing a COI plan that connects with CPAs throughout the year
• Sending Key Financial Data to local CPAs
• Teaching clients Savvy Cybersecurity
• Generating referrals throughout the year
• Building an online prospecting system
• Running client education workshops
• Building a COI referral network and awarding CPAs CE credit
• Telling stories that connect with clients, prospects, and COIs

Click here to sign up or call (888) 336-6884 ext. 1

Join Advisor/Client for a full-year

BEST DEAL. $797.60. You get 12 months of Advisor/Client which includes 60+ campaigns, 100+ Article Reprint Library, Horsesmouth Membership, and two bonus gifts for $797.60.

BUY A QUARTER! $237.60. Buy one quarter of Advisor/Client and you'll get the next three months’ worth of marketing campaigns and materials including your bonus gifts and Horsesmouth's membership for $237.60, a 20% discount. Click here.

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
(Outside U.S.): 1-212-343-8760