The AI-Powered Financial Advisor Program
Virtual Workshop: November 20, December 4, 11, and 18
Master the power of generative AI and transform your business in just four weeks! The AI-Powered Financial Advisor is our industry's only four-week virtual training program that empowers financial advisors to effectively integrate generative AI models into their daily work and practice.
Through a series of focused sessions and practical modules, you will:
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Develop a deep understanding of generative AI principles and how leading models like ChatGPT and Claude will boost your business IQ
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Master the art and science of effective prompting for seamless collaboration with AI
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Discover AI-driven content creation strategies for meaningful marketing and client engagement
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Learn leadership strategies for successful AI adoption and team empowerment
Sessions will be recorded and replays will be available for 90 days.
Social Security/Medicare Workshop—Boomer Spike Coming!
Virtual Workshop: December 8–11
Deepen your understanding of the nuances, learn the range of claiming strategies, and build your base of Social Security and Medicare expertise.
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What does longevity mean for your clients? Working longer? Helping dependents? Planning for widows?…
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Get up to speed on the growing and complex ways the two biggest retirement programs interact and impact retirees and pre-retirees…
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SS and Medicare will continue to be critical topics this year, and beyond…
Sessions will be recorded and replays will be available for 90 days
Savvy Tax Planning School for Advisors
Virtual Workshop: January 12, 20, 26 and February 2, 2026
Join us for a four-day intensive immersion in tax planning where you’ll discover the skills, concepts, and strategies needed to assist clients and position yourself as the go-to tax-smart advisor in your markets. Led by industry expert Debra Taylor, CPA/PFS, JD, CDFA, a creator of Horsesmouth’s Savvy Tax Planning program. The program will teach you to:
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Build loyalty, referrals, and profits when you add a tax focus to your planning business.
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Steer retirees around the hidden taxes and penalties lurking in Social Security, Medicare, and IRAs—topics many tax professionals know little about.
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Teach the public about the new tax law and how taxes will impact their retirement. Be their guide!
Sessions will be recorded and replays will be available for 90 days.
Liftoff! Financial Educator Marketing Coaching Program
Virtual Workshop: Thursdays, January 29-February 19, 2026
Did you know that some financial advisors are among the highest paid teachers in the world? Add $5 Million, $10 Million, even $20 Million or more in new assets every year, just by teaching prospects important financial planning concepts.
Position yourself as a Financial Educator and develop a full-blown marketing system that will give you consistent exposure to pre-retiree and retiree prospects!
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Grasp the magnitude of opportunity that lies in becoming a financial educator, a niche ripe with potential for both growth and client impact.
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Pick the financial education topics that not only resonate with your audience but also have high market demand—increasing your chances of packed attendance.
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Equip you with insights to understand pros and cons of various venues and formats (webinar and in-person).
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Craft your marketing mix and understand the diverse channels available for your marketing strategy, enabling you to select the best mix for your financial educator role.
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Gain overview of successful event marketing. Learn how they work. Understand ROI and event marketing.
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And much more!
Sessions will be recorded and replays will be available for 90 days.
Discovery Meeting Workshop
Virtual Workshop: February 9–10, 2026
The Discovery Meeting Workshop is our industry’s only two-day, research-based, virtual workshop that:
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Examines how advisors run their all-critical Discovery Meeting…
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Identifies 20+ challenges that interfere with getting your best results…
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Teaches you what really motivates prospects to accept your offer to become a client and why…
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Shows you exactly how to start making immediate improvements in nearly 30+ different areas…
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Offers you the option, after the workshop is over, to have your new Discovery Meeting recorded with our Discovery Meeting actors and analyzed by our team (This is optional but recommended for best results.)…
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Gives you an immediate ROI by showing you how to find better clients, more efficiently…
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Gain critical insights that boost results by 10%, 20%, 30%, or more.
Sessions will be recorded and replays will be available for 90 days
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 (Outside U.S.: 1-212-343-8760)