New Digital Only: Last-Chance Financial Planning Checklist!
Now you can get the popular Your 2026 Last-Chance Financial Planning Checklist in PDF-only format and save $100!
55 Questions Everyone Needs to Answer by Dec. 31st—Your Fall 2026 Client and Prospect Campaign
- Keep Connecting Without Making a Sales Pitch…
- Develop 4th Quarter Business and Referrals…
100 branded Checklists
(your photo, logo, contact info)
Get the full campaign PDF for just $217:
- Branded PDF Checklists (your photo, logo, contact info)
- Unlimited use of PDF Checklist for your website, email newsletter, Facebook, LinkedIn, Twitter, etc.
- Toolkit with email series, phone scripts
- FINRA review letter for Checklist
The Last-Chance Financial Planning Checklist—Risk-Free GUARANTEE
Advisors who regularly communicate with their clients and demonstrate that they’re thinking ahead and monitoring potential new developments in clients’ lives enjoy greater success than advisors who don’t. That’s why I urge you to conduct the Last-Chance Financial Planning Checklist Campaign this fall. And that’s why I can make this guarantee:
Use the Last-Chance Financial Planning Checklist Campaign as your chief guide for developing a 4th quarter client and prospect campaign. Use it for 90 days and follow all the campaign instructions. After 90 days, if you don’t feel that your Last-Chance Checklist Campaign satisfied you and your clients, we’ll completely refund 100% of your purchase price—guaranteed. Just call and tell us: Phone: 212-343-8760, Ext. 1.
Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.
About Horsesmouth
Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.
FOR INSTANT SERVICE: Call Toll Free: 1-888-336-6884 ext. 1