Upcoming Events

Free Webinar

Discovery Meeting Mistakes You’re (Probably) Making—and How Fixing Them Will Boost Your Bottomline

Learn which aspects of your prospect-meeting approach might need fixing, and what steps you can take to overhaul your process and boost results.

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

Tuesday, December 6, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Why Estate Planning? Why Now?

Understand the nuts and bolts of estate planning and how to apply effective persuasion techniques that will motivate clients to do what they know they need to do.

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

Tuesday, December 13, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Social Security and Medicare: What Advisors Need To Know To Help Clients and Prospects Navigate These Major Government Programs

Every person in America will eventually receive benefits from two of the largest government programs: Social Security and Medicare. Position yourself as an expert and save clients time and hassles by accurately answering their Social Security and Medicare questions.

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

Wednesday, December 14, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

2023 Killer Marketing Ideas and Trends

Put the ‘new’ in New Year with this look at new marketing ideas—both online and off—that will get you noticed and remembered by clients, prospects, referrals and COIs.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, December 20, 2022 at 2:00 p.m. ET / 11:00 a.m. PT

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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

Wednesday, December 21, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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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, Taylor Financial Group, LLC;
and Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA

Virtual Workshop: January 25–27, 2023

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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 1–2, 2023

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Workshop

Build a Better Business Workshop

How to earn more, serve clients better, and work smarter, not harder. Transform your business into a profit machine with the capacity, systems, and services to attract a whole new level of clients.

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC

Virtual Workshop: February 28, March 7, March 16, and March 21, 2023

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Recent Webinar Replays

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