Upcoming Events

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

Tuesday, June 23, 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

Thursday, June 25, 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, July 7, 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: July 9, 16, 23, and 30, 2026

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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, July 14, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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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: September 15–18, 2026

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Recent Webinar Replays

Click each link to watch replay