Upcoming Events

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

Tuesday, March 31, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

Sign Up

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

Wednesday, April 1, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

Sign Up

Free Webinar

Why Good Advisors Lose Business During Discovery

In this webinar, we will explore four common pressures that quietly reshape discovery meetings, often turning meaningful conversations into simple intake. You’ll come away with a clearer understanding of why many advisors lose winnable business during discovery meetings, how what happens in discovery shapes trust and client decisions, and practical ways to stay steady inside the conversation so prospects feel understood.

With Chris Holman, PCC, Executive Coach,
and Doug Pierce, Horsesmouth Associate Editor

Thursday, April 2, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

Sign Up

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, PCC, Executive Coach,
Devin Kropp, Horsesmouth Associate Editor,
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: April 2, 9, 16 and 23, 2026

Sign Up

Free Webinar

5 Keys to Profitable Social Security Planning

Guide existing clients and unlock the key to a steady flow of new business by educating qualified prospects on how they can maximize their Social Security income.

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

Thursday, April 9, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

Sign Up

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: May 12–15, 2026

Sign Up

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: May 19–20, 2026

Sign Up

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: Wednesdays, June 3–24, 2026

Sign Up

Recent Webinar Replays

Click each link to watch replay