Master Social Security, Financial Education Marketing, and Discovery Meetings to Supercharge Your Advisory Practice

Unlock the Power of Integrated Expertise to Attract High-Value Clients and Boost Your AUM by $5 Million, $10 Million, or Even $20 Million in Just 12 Months!

Join our comprehensive program running from October 30 to December 18, 2024:

• Launch into 2025 with a powerful strategy to attract Boomers and Gen Xers
• Gain the expertise in just 12 weeks to engage both Boomer and Gen X clients with Savvy Social Security guidance.
• Enter 2025 armed with a robust plan to capture the lucrative Boomer-Gen X market.
• Hit the ground running in January, positioning your practice for unprecedented growth in 2025 and beyond.
• Get proven strategies to equip you to stand out in a crowded field, offering the specialized knowledge these pre-retirees desperately need.

PROBLEM: Your practice growth is stagnant as you struggle to consistently attract and convert high-value prospects, especially from the lucrative final surge of Baby Boomers and emerging Generation X members.

SOLUTION: Master ClientQuest's integrated approach combining Social Security expertise, proven financial education marketing strategies, and effective discovery meeting techniques to dramatically boost your advisory practice.

Key Benefits of ClientQuest:

• Become the go-to Social Security and retirement planning expert in your community
• Develop a systematic approach to attract and convert pre-retiree prospects 
• Learn how to leverage educational marketing to consistently fill your calendar with qualified leads 
• Master the art of discovery meetings to boost your conversion rates 
• Position yourself to capture both the peak Baby Boomer market and the swelling Generation X demographic

5 Reasons to Build a ClientQuest Strategy:

1. Establish yourself as the premier retirement planning expert in your community by mastering Social Security, a topic that 76% of clients want their advisors to understand.
2. Tap into the massive opportunity presented by the $30 trillion wealth transfer from Baby Boomers to Generation X.
3. Differentiate yourself from competitors by offering a unique, financial educator marketing approach to your client acquisition.
4. Create a repeatable system for attracting, educating, and converting high-value clients that can add millions to your AUM.
5. Future-proof your practice by positioning yourself to serve both current retirees and the next generation of pre-retirees.

Boost Your Value Proposition, Launch Your Retirement Planning Niche, Drive New Client Growth

KEY #1: Build expertise around Social Security, a topic that has urgent demand but lacks qualified advisors—ideal for attracting affluent pre-retirees.

KEY #2: Develop a systematic approach to financial education marketing that consistently attracts qualified prospects eager to learn about retirement planning.

KEY #3: Master the art of discovery meetings to convert educated prospects into long-term, high-value clients.

KEY #4: Implement a repeatable system that attracts prospects, demonstrates your expertise, and converts them into clients, fueling your business growth.

Improved My Conversion Ratio

"Prior to joining the Discovery Workshop, I was having trouble converting new clients’ referrals in meetings, and I decided I wanted to get better at running those meetings, so I joined the Discovery Workshop.

"So, we spent a lot of time going through an actual meeting, all the steps that you should make sure are included in that meeting, and we spent a lot of time role-playing. We role played with live actors, we role played with each other, and it really, really helped. And there was some really great feedback.

"I've never done an extensive dive into an actual discovery meeting the way I did with the workshop, and it's really improved my conversion ratio with not only clients, but with prospects. And I highly, highly recommend the Discovery Workshop."  

—James McLoughlin, Girard Wealth Management Group, East Setauket, NY

Join ClientQuest Today and Start Reaching the Wide Range of Generations Struggling with Retirement Planning...

• Yes, I want to build my expertise and grow my practice with Horsesmouth's ClientQuest program for the price of $2,997. You must be an active Savvy Social Security Planning member to attend this workshop. Savvy Social Security Planning package will be added to your order for the discount price of $597. Total coaching package fee for new Savvy Social Security Planning members: $3,594.

Your Savvy Social Security Planning membership includes: 7 Client Presentations, the newly upgraded Savvy Social Security Planning Software, the FA's Guide to Savvy Social Security Planning, the handy Savvy Social Security Quick Reference Guide, 135 Social Security Questions Answered, Subscribers-Only Website with Q&A forum, Marketing Toolkit, Social Security Audit Tool, and 26 Article Reprints.

Your ClientQuest program includes:

COMPREHENSIVE GUIDES

• The Financial Advisor's Guide to Savvy Social Security: This comprehensive printed guide walks you through all major aspects of Social Security planning, equipping you with the knowledge to educate clients and prospects about optimal claiming strategies. ($299 value)
• The Complete Guide to Financial Educator Marketing: This detailed PDF guide steps you through all aspects of creating and executing on education marketing. ($299 value)
• The Financial Advisor's Guide to Discovery Meetings: This comprehensive PDF guide walks you through all major aspects of conducting effective discovery meetings, equipping you with the skills to engage prospects, uncover their true needs, and consistently convert them into long-term clients. ($299 value)

WEBINAR TRAINING SERIES

Six-part webinar training sessions delivered by our expert team: 

• Social Security Mastery with Elaine Floyd, CFP®
• Financial Education Marketing Strategies with Sean M. Bailey 
• Discovery Meeting Techniques with Chris Holman All sessions are recorded for on-demand viewing later.

Here's an outline of the training program:

Session #1: Mastering Social Security and Introduction to Financial Educator Marketing
Wednesday, October 30, 2024, 1:00 pm - 3:00 pm ET/10:00 am — 12:00 pm PT

• Understanding the complexities of Social Security benefits and the demand for information
• Key decisions and their impact on retirement planning
• Strategies for optimizing Social Security claims for couples and individuals
• Developing your Financial Educator brand

Session #2: Balancing Social Security and Financial Educator Marketing
Wednesday, November 6, 2024, 1:00 pm - 3:00 pm ET/10:00 am — 12:00 pm PT

• Choosing Social Security topics that resonate with your target audience
• Organizing compelling educational presentations
• Understanding advanced Social Security claiming strategies
• Integrating Social Security knowledge into your financial education approach

Session #3: Financial Educator Marketing Deep Dive
Wednesday, November 13, 2024, 1:00 pm - 3:00 pm ET/10:00 am — 12:00 pm PT

• Designing effective in-person and virtual events
• Marketing your educational offerings to attract high-value prospects
• Budgeting and measuring ROI for your marketing efforts

Session #4: Presentation Skills and Introduction to Discovery Meetings
Wednesday, November 20, 2024, 1:00 pm - 3:00 pm ET/10:00 am — 12:00 pm PT

• Crafting engaging presentations that showcase your expertise
• Structuring your discovery process for maximum impact
• Building rapport and trust in the first meeting
• Effective questioning techniques to uncover client needs and concerns

Session #5: Discovery Meeting Mastery
Wednesday, December 4, 2024, 1:00 pm - 3:00 pm ET/10:00 am — 12:00 pm PT

• Advanced techniques for guiding discovery conversations
• Handling objections and concerns during discovery meetings
• Transitioning from discovery to presenting solutions
• Customizing your approach based on client personalities and needs

Session #6: Integrating Social Security, Financial Education, and Discovery Process
Wednesday, December 18, 2024, 1:00 pm - 3:00 pm ET/10:00 am — 12:00 pm PT

• Incorporating Social Security expertise into your educational presentations
• Creating a seamless client journey from education to engagement
• Developing targeted marketing strategies for Social Security planning
• Enhancing discovery meetings with Social Security-focused questions
• Crafting a comprehensive financial education curriculum
• Developing a 12-month action plan for implementing your ClientQuest strategy

It Was a Game Changer

" About a two and a half years ago, I decided I didn't want to coast. And I have some specific goals that I want to reach. And what I was doing wasn't going to get me there…and that's when I looked at Horsesmouth and the financial educator series.

" I got involved and that it was a game changer. I did 27 webinars over the course of getting involved in the program. There were a variety of outcomes…and some were phenomenally successful. So, I plan on using webinars going forward

" The thing I learned most was that you just got to do something…. I wasn't doing any active prospecting. It's a reminder, just do something, pick up the phone, send out a newsletter, send an email. And that's what I did."

—John Mayfield, Louisville, KY

Your Savvy Social Security Planning Program Overview

Annual License

• 12-Month License: Present the Savvy Social Security Planning program to clients and prospects as often as needed for one year. Includes annual updates on Social Security developments, updated presentation slides, and 50 new client reference handouts. ($697 value)

Expert Answers

• Question and Answer Forum: Access over 20,000 Social Security Q&As with expert answers from Elaine Floyd. Enter your own questions for personalized learning.

Online Analytic Tools

• Savvy Social Security Planning software for customized reports analyzing clients’ claiming strategies taking into account retirement benefits, spousal benefits, survivor, divorce, and dependent benefits. ($520 value)

CPE Credits for CFPs®

• 12 CE Credits: Earn continuing education credits by taking and passing the included exam.

Newsletter

• Twice-Monthly Newsletter: Receive updates on Social Security news, claiming strategies, and challenging questions answered by Elaine Floyd. Includes access to newsletter archives dating back to 2010.

Advanced Mastery

• 135 Social Security Questions Answered: Access a curated list of complex Social Security questions and answers to enhance your expertise. ($199 value)

Comprehensive Guide

• 175+ Page Guide: "The Financial Advisor’s Guide to Savvy Social Security Planning" by Elaine Floyd provides insights into Social Security planning and client engagement. ($199 value)

Audit Tool

• Social Security Audit Tool: Use this checklist to ensure clients receive all eligible benefits and inform your financial planning work.

Six Presentations

• Savvy Social Security Planning: Tailored presentations for various audiences, including Baby Boomers, CPAs, Couples, Women, and updates for 2025. Each presentation is FINRA-reviewed with PowerPoint slides and speaker notes. ($297 each value)

Client Reference Handout

• The Baby Boomer’s Guide to Social Security: A detailed reference guide for clients on Social Security basics. ($297 value)
• Social Security Quick Reference Guide (PDF): An annually updated guide with key facts and figures, perfect for professionals and clients. ($297 value)

Marketing Materials (FINRA Reviewed)

• Marketing Toolkit: Includes customizable workshop descriptions, brochures, videos, invitations, and press releases to promote client education workshops. ($129 value)

Branded Article Reprints (FINRA Reviewed)

• Article Reprints (PDF): Over 30 Social Security articles branded with your information for marketing and client education. ($3,000+ value)

Program Leader

• Elaine Floyd, CFP®: The program is led by Elaine Floyd, a renowned expert in Social Security and Medicare. Her work is featured in major publications and she's a sought-after speaker at professional events.

Program Leaders:

Elaine Floyd, CFP®- Director of Retirement and Life Planning at Horsesmouth Elaine is the author of "The Financial Advisor's Guide to Savvy Social Security" and "The Financial Advisor's Guide to Savvy Medicare." She is frequently quoted in leading publications including the Wall Street Journal and Kiplinger's Retirement Report.

Sean M. Bailey - Editor in Chief of Horsesmouth Sean has interviewed hundreds of advisors about "what's working" in their efforts to grow their businesses. He'll lead you through in-depth case studies examining the prospecting side of advising boomers about Social Security and financial education marketing.

Chris Holman - Executive Coach at Horsesmouth Chris's career in financial services spans 35 years as a financial advisor, a national director of investments, and an executive coach. He specializes in coaching financial advisors and will guide you through mastering the discovery meeting process.                   

FAQ

Q: How is ClientQuest different from other advisor training programs? 

A: ClientQuest is the only program that integrates Social Security expertise, financial education marketing, and discovery meeting techniques into one comprehensive system designed to help you attract and convert high-value clients.

Q: How much time do I need to dedicate to the program? 

A: The core training consists of six weekly two-hour sessions. We recommend setting aside 3-5 hours per week for study and implementation.

Q: Can I access the materials after the 6-week program ends? 

A: Yes, you'll have ongoing access to all program materials through our members-only website.

Q: How quickly can I expect to see results? 

A: Many advisors report seeing significant improvements in their prospecting and conversion rates within the first 3-6 months of implementing the ClientQuest strategies.

Q: Is this program suitable for both new and experienced advisors? 

A: Absolutely! ClientQuest is designed to benefit advisors at all experience levels who want to grow their practice and specialize in retirement planning.

Transform your practice. Boost your expertise. Grow your AUM. Join ClientQuest today!

Yes, I want to join ClientQuest and transform my practice!

Your ClientQuest coaching 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 Savvy Social Security membership will be renewed at the end of its term at $597 (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 information.

Our online process is secure, and you can safely provide your credit card information in the form below.

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