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Stay in front of CPAs year round…

Finally, a CPA/COI Strategy That Demonstrates Your Value and Expertise and Builds Two-Way Trust That Boosts Your Client Service and Referrals…

Build Your CPA Network and Offer CPE credits to CPAs Attending Your Presentations

Join Advisor/CPA today and get these bonus gifts…

CPAs will value
your presentations

BONUS #1

Ideas that work
 

BONUS #2

Answers to tricky questions

• Lift your credibility and image among ALL local COIs
• Create tighter, collaborative bonds with CPAs, attorneys and others on critical client issues
• Deliver the right messages and marketing

By having the Advisor/CPA strategy, I’ll be able to build/reinvigorate my COI network and stay in frequent contact with them. My Advisor/CPA program includes:

PRESENTATIONS

Three Roundtable Presentations

COI Presentations ($1,794 value)

Host these “professionals only” roundtables in your community throughout the year. Each presentation can be offered for one hour of CPE credit, and includes PowerPoint presentations and speaker notes, and associated handouts. Topics include:

• Savvy Social Security Planning for CPAs and attorneys (presentation only.) CPAs need help understanding Social Security, too. Deliver this special, updated presentation to CPAs and award them CPE credits, too.
• 1 Hour to Savvy Cybersecurity: 10 Threats Every Person and Business Faces—and How to Fight Them. Illustrated with simple drawings that keep attendees focused on solutions that will boost their cybersecurity.
• 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. (Roundtable format.)
• Managing Health Care Expenses in Retirement for CPAs. This presentation is edited to engage CPAs, as well as marketing materials and our CPE credit guide.
• 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. (Roundtable format.)
• LinkedIn for CPAs: Meet and cultivate CPA relationships with an educational workshop on how to use LinkedIn to develop new business and communicate with clients and prospects online. (Roundtable or lecture format.)

Personalize with Photo
and Logo

MARKETING

Key Financial Data Mini-Campaign

Get Key Financial Data (PDF), personalize it and distribute to all the CPAs and COIs in your community. Key Financial Data from Horsesmouth is highly valued by CPAs. Mini campaign steps you through the best way to get this tool in front of CPAs in your community. ($197 value)

CPE Credit

CPAs love this!

Now all 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:

• 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.
• Tax Briefings Workshop: Partner with your best CPA to present a tax planning workshop to HNW clients this fall.
• Establish a Formal COI Network: Build a personal network of professional referral sources who meet regularly to exchange advice, insights, and new business.

Marketing Toolkit for Advisor/CPA program

A step-by-step marketing toolkit (checklists, invites, templates, etc.) to organize, host and follow-up after each roundtable presentation; plus suggestions and directions on following up with all COIs in your network to ensure top-of-mind status.

COI Reference Guide (PDF)

The ultimate reference guide for understanding the ins and outs of cultivating CPAs, attorneys and other professionals. You get more than 24 articles exploring this important topic.

COMMUNICATIONS

Unlimited Article Reprints

Horsesmouth’s Article Reprint Library (100+ reprints)

Complete, free digital access to the ever-growing library of FINRA-reviewed Horsesmouth articles. Add your photo, logo and contact information. In addition to using articles to communicate with your COI network, you may also use these features with your clients. Each PDF reprint costs non-subscribers $97. Advisor/CPA subscribers get it free.

Special webinars

At least three times a year you’ll be invited to attend an exclusive webinar that introduces you to the latest, updated version of the Advisor/CPA roundtable presentations or Key Data campaign.

Newsletter

Six times a year we’ll send you an Advisor/CPA newsletter with suggestions on which article reprints to use in your communication campaign with COIs over the coming 8 weeks. Plus we’ll pass tips, updates and other news relevant to keeping your COI marketing campaign rolling along.

DAILY BUSINESS DEVELOPMENT

Horsesmouth Membership for one year ($247 value)

Advisor/CPA includes a full Horsesmouth Membership. Get new ideas and insights every day. Don’t miss these features: What's Working Now, members-only webinars, Chart Talk, Advisor Funnies, and Client Newsletter. Plus a constant line up of the best ideas in marketing, prospecting, practice management, financial planning, investment strategies and a lot more.

Join Advisor/CPA Today and Get Two Bonus Gifts!

BONUS #1

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

Ideas that work

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

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

Answers to Uncomfortable
Questions

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/CPA, you can download Etiquette Essentials—Just join now.

Request a Desktop Demo for Advisor/CPA:

Demo includes:

• Four FINRA-reviewed COI presentations for CPAs and Attorneys (offer CPE credit)
• 12-month, step-by-step COI marketing plan and Marketing Toolkit
• Key Financial Data (PDF) mini-campaign
• 3 members-only webinars to instruct your team on how to rollout your campaigns
• 6 bimonthly newsletters to keep you and your team on track connecting with COIs
• UNLIMITED use of the Horsesmouth article reprint library—more than 100 articles to brand and distribute
• Plus, a full year of regular Horsesmouth and two bonus gifts (What's Working Now, Etiquette Essentials for Advisors)

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

The Advisor/CPA 100% Risk-Free Guarantee

Professionals who consistently position themselves in front of CPAs and COIs as a trustworthy and credible professional naturally attract like-minded strategic allies in their community. That’s the key to cultivating a strong CPA/COI network. That’s why we’ve created Advisor/CPA—to make it easy for you to build lasting, trusting and professional relationships with the key CPAs and other COIs in your community. And that’s why I can make this guarantee:

Use the Advisor/CPA program as your chief strategy for cultivating and strengthening your ties with CPAs and other COIs in your community. Take a full year to implement the Advisor/CPA strategy. If after 12 months you don’t feel that your visibility and credibility among local COIs and CPAs is measurably better than it is now, we’ll completely refund 100% of your purchase price—guaranteed, no questions asked. Just call and tell us you’re returning all the materials to Horsesmouth at: Horsesmouth, 230 Park Avenue, 3rd Floor West, New York, NY 10169. Phone: (212) 343-8760, Ext. 1.

Your 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.

Auto-renew my membership: To save you time, your membership will be renewed at the end of its term at $497. You will receive a reminder from us two weeks before your credit card is charged, so you have time to update your 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
(Outside U.S.): 1-212-343-8760