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Daily Newsletter

Every day, receive new ideas and insights on business development, financial planning and practice management from hundreds of top experts and advisors. You get:

• Quick access to thousands of solutions to sticky challenges every advisor faces…
• 5 new features from the Daily Oats including case studies, how-to's, tips, rules, checklists on all aspects of the business…
• Proven advice from 45+ veteran advisors and industry experts offering insights, answering questions, and solving problems…
• On-demand access to more than 40 webinars on topics that help you improve right now…
• Proven referral-building methods that create strong, loyal, happy clients…
• Inspiration and motivation that builds you up. Quick access to thousands of solutions to sticky challenges every advisor faces…

Yes, I’d like to take you up on your 100% risk-free offer so I can enjoy all the time-saving, business-building benefits of Horsesmouth Membership for just $247. Please send me your valuable, new-member bonuses that include:

What's Working Now

What's Working Now

We're constantly interviewing Horsesmouth members to discover what tip, tactic or insight is sparking new success right now. Listen to the interview or read the report.

Client Letter

Client Letter

We make it easy to write your client newsletter. Just follow the detailed outline we craft at the end of each month and in no time flat, you'll have your own, custom newsletter to share with clients.

Chart Talk

Chart Talk

We find fascinating charts you may choose to use with clients, link to in newsletters, add to social media posts, or just feed your own brain.

Advisor Funnies

Advisor Funnies

Just for laughs we give you the latest, craziest, and funniest features on the web: stories, jokes, videos, whatever we see that ends with a laugh. You may decide to share with clients or friends. They need a chuckle, too.

On-Demand Webinars

On-Demand Webinars

Webinars are one of the unsung heroes of the Internet. Never before have people been able to easily improve their skills and insights in the way webinars allow. Horsesmouth give you on-demand access to over 40.

Best of the over
13k articles on website

Top Articles Each Week and Each Year

There's lots of ways to catch up with what's happening on Horsesmouth. Check out weekly or annual Top 10.

Over 15,000 Articles on Website

While Horsesmouth's editorial team publishes about five new articles per day, Horsesmouth Members typically look at 1,000 to 1,500 separate articles each day.

Plus These Bonuses...

NEW MEMBER BONUS #1

Action-Research Guide

• What's Working Now, Volume 11: 20 Advisors Reveal the Moves Powering Their Businesses Forward ($97 value). 

  One of the most common questions we get asked at Horsesmouth is what other advisors are doing to get results. Who better to offer tested, on-the-ground insights than your colleagues struggling—and succeeding—with the same challenges you face?

  This exclusive report gives you the nitty-gritty details on topics such as client events, communication, staff, teams, seminars, speaking, business strategy, prospecting, and niche building.

  There's no other source of advisor-oriented business intelligence that comes close to the depth, details, and currency of the What's Working Now series. Stop wondering what's working and get the action-research to guide your next steps.

NEW MEMBER BONUS #2

Answers to uncomfortable questions

Etiquette Essentials for Advisors: 50 Answers to Sticky Questions About Hosting, Gifting, Greeting, Dining, Thanking, and More ($37 value)

There’s nothing more nagging than uncertainty about your behavior in various social settings. It’s natural that you want to know how to do the right thing in the right situation.

That’s why we’ve created this special report for advisors, Etiquette Essentials for Advisors: 50 Answers to Sticky Questions About Hosting, Gifting, Greeting, Dining, Thanking, and More (PDF).

Some examples:

• How do you give both people a chance to talk when one spouse in the couple is dominating the meeting?
• What do you do when a high-powered client gets fired?
• What protocol do you follow when a client dies?
• What’s a polite way to get a talkative client off the phone?
• What are the rules to follow when it comes to thank-you notes?

When you join Horsesmouth, you can download Etiquette Essentials.

Special Invitation

Customized Article Reprint Sample (PDF)

50 Things: What a Professional Financial Advisor Does for You ($197 value)

Many advisors don’t realize Horsesmouth also offers turnkey marketing, prospecting, and client communication programs such as the Advisor/Client marketing program ($997 per year), the Advisor/CPA professional referral program ($597 per year), the Savvy Social Security Planning for Boomers training and marketing program ($697), and Savvy Medicare Planning for Boomers ($597).

These subscriptions offer free PDF Article Reprints to send to your clients. We’d like to show you how these work and give you a one-time, free sample of a very popular article reprint called “50 Things: What a Professional Financial Advisor Does for You.” It’ll take about 10 minutes. Here’s what you’ll get as a special gift for attending our one-on-one telephone meeting: “50 Things: What a Professional Financial Advisor Does for You” (PDF).

We’ll show you how to add your photo, logo and contact info to this FINRA-reviewed PDF reprint. Put it on your website, link to it in your newsletter, or use it as a LinkedIn or Facebook social media campaign. You’ll discover clients didn’t realize all that you do for them. It’s a simple campaign you can use year-round, including adding it to your new client and prospect information packets.

We’ll send you an invitation for your “50 Things” customized article reprint demonstration when you complete your new membership below.

Best,

Sean Bailey
Horsesmouth Editor in Chief

Our Horsesmouth Membership Money-Back Guarantee!

For more than 25 years, we’ve been helping advisors succeed. We’re dedicated to bringing you time-saving tips, business-building insights, financial planning and investment strategies, and effective practice management to guide you as you add more clients and grow your business.

We’re so certain you can immediately benefit from having the power of a Horsesmouth Membership supporting your efforts that we can make this guarantee:

Complete your membership below and save yourself $231. Make Horsesmouth your chief source of insights and tips for growing your business, saving time, and enjoying your hard-earned success.

Read the Daily Oats, enjoy the on-demand webinars, learn from other advisors’ experiences, seek guidance from industry experts, and dive into Horsesmouth’s database of action-oriented articles when you face a tricky challenge.

Do that for 12 months. If you’re not finding that you’re getting more value from Horsesmouth than your small membership investment of 67 cents per day, we’ll completely refund 100% of your membership price—guaranteed, no questions asked. That’s the Horsesmouth Membership Guarantee.

Go Ahead and Join Now—There’s No Risk, So Give it a Try

BEST DEAL: One-Year Membership—Most popular

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Auto-renew my membership: To save you time, your membership will be renewed at the end of its term at $247. You will receive a reminder from us two weeks before your credit card is charged, so you have time to update your card information.

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