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Free Webinar

The AI-Powered Marketing Habit for Financial Advisors

Discover how AI tools can help you plan and execute an effective marketing strategy in just four hours per month. Learn how to save time, and drive sustainable growth.

With Sean M. Bailey, Horsesmouth Editor in Chief;
and Devin Kropp, Horsesmouth Associate Editor

Thursday, November 6, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Social Security and Medicare: 10 Essential Things Every Advisor Must Know

This information-packed presentation will reveal the ten essential things every financial advisor should know about Social Security. It will also cover the crucial interplay between Social Security and Medicare, the impact of inflation and COLAs on long-term projections, and much more.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning

Wednesday, November 12, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

AI Isn’t Magic: Learn to Talk to ChatGPT the Right Way

Demystify the process and learn to effectively communicate with AI. Learn the fundamentals of AI communication, the art of crafting effective directives, practical techniques for better AI interactions, and more.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, November 13, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

The ‘Dead’ Marketing Strategy That’s Quietly Filling Advisors’ Calendars

In-person events remain one of the most powerful ways to connect with qualified prospects and build lasting client relationships. This tactical webinar will reveal why financial education still drives high-converting client relationships—and how to prevent the errors that hold most advisors back.

With Devin Kropp, Horsesmouth Associate Editor

Tuesday, November 18, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

5 ‘Secret’ ChatGPT Settings Most Advisors Never Use

Most advisors are just scratching the surface with ChatGPT or Copilot, missing out on the deeper features that can actually transform their daily work. Master these powerful tools and modes that turn AI models from a novelty into a powerful collaboration program.

With Sean M. Bailey, Horsesmouth Editor in Chief

Wednesday, November 19, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

The AI-Powered Financial Advisor

Revolutionize your financial advisory practice with AI. This four-week virtual training program will empower financial advisors to effectively integrate generative AI models into their daily work and practice.

With Sean M. Bailey, Horsesmouth Editor in Chief;
Chris Holman, Executive Coach;
Devin Kropp, Horsesmouth Associate Editor;
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: November 20 and December 4, 11, and 18, 2025

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Workshop

Social Security/Medicare Workshop—Boomer Spike Coming!

Deepen your understanding of the nuances, learn the range of claiming strategies, and build your base of Social Security and Medicare expertise.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
and Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: December 8–11, 2025

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Workshop

Savvy Tax Planning School for Financial Advisors

Your ability to deliver proactive tax strategies will help clients avoid costly mistakes, minimize tax surprises, and boost their satisfaction with your services!

With Debra Taylor, CPA/PFS, JD, CDFA, Carson Wealth

Virtual Workshop: January 12, 20, and 26; and February 2, 2026

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Workshop

Liftoff! Financial Educator Marketing Coaching Program

Master the science of financial education marketing and get all the presentations, marketing materials, tech support, and personalized feedback you need to add new assets in 2026.

With Sean M. Bailey, Horsesmouth Editor in Chief
Chris Holman, Executive Coach
Devin Kropp, Horsesmouth Associate Editor;
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: Thursdays, January 29–February 19, 2026

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Workshop

The Discovery Meeting Workshop: Transform Your Discovery Process

Learn to transform your approach to add new clients with greater ease and efficiency.

With Chris Holman, PCC, Executive Coach;
and Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: February 9–10, 2026

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