Upcoming Events

Free Webinar

29 Presentations to Connect with Prospects Now

Learn the range of FINRA-reviewed topics available to you at Horsesmouth, and which topics draw what types of clients and their characteristics.

With Sean M. Bailey, Horsesmouth Editor-in-Chief

Tuesday, September 22, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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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: Wednesdays, September 23, 30, and October 7, 14, 2026

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Free Webinar

3 Keys to Profitable Client Tax Planning

Learn how to think about where tax planning lies in your product service offering, and how it pays off for you and your clients.

With Debra Taylor, CPA/PFS, JD, CDFA, Carson Wealth,
and Sean M. Bailey, Horsesmouth Editor-in-Chief

Thursday, September 24, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Getting Clients When Investors Need Guidance Most

In the first installment of our Client Acquisition Webinar Series, you’ll discover how advisors are using educational events to build trust, connect with investors seeking guidance, and create a repeatable system for generating qualified prospects and new AUM.

With Andrew Hinkle, FMT Solutions Director of Sales and Account Management,
Sean M. Bailey, Horsesmouth Editor-in-Chief,
and Devin Kropp, Horsesmouth Associate Editor

Wednesday, September 30, 2026 at 2:00 p.m. ET / 11:00 a.m. PT

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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

Wednesday, September 30, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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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, October 1, 2026 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

Tuesday, October 13, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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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: October 19–20, 2026

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Free Webinar

Help Clients Decide When To Claim Their Social Security Benefits

The question of when to claim Social Security benefits goes beyond simple math and delves into the solvency of the system itself. In this webinar we will present the latest financial projections and discuss the current thinking on when people should claim their Social Security benefits.

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

Tuesday, October 20, 2026 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, PCC, Executive Coach,
Devin Kropp, Horsesmouth Associate Editor,
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: Thursdays: October 22, 29, and November 5, 12, 2026

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Recent Webinar Replays

Click each link to watch replay