Hawaii & Horsesmouth Workshops: You’re Invited

Picture Yourself Enjoying Hawaii, Building Your Expertise, and Planning for a Hugely Successful 2019, at the Horsesmouth Hawaii Workshops!

Hawaii Pool

Your Four Horsesmouth Workshops Choices

Come for the workshops. Stay for the relaxation! Bring family and colleagues!

Dear Advisors,

Do you face a “vacation challenge” of sorts?

Here’s what we often see: Advisors work very hard, often feel chained to the office, and rarely get to enjoy the fruits of their labor—or the company of like-minded, non-competitive colleagues.

They don’t get enough vacation and don’t enjoy its benefits. This actually impedes growth, creativity, and productivity for you and your team.

A solution: From work-cation to vacation

Come to Hawaii for a late January “work-cation” that includes attending one or two 2-day workshops that will get you energized and organized for the coming year. Add a few days, even a week (or more), and enjoy the Hawaiian Islands for a restorative, rejuvenating, and revitalizing visit. The evidence to support this move is overwhelming.

Three Keys to Unlocking Your Horsesmouth Hawaii Workshop

Key #1: You deserve (and need) a vacation!

You’re a small business owner—the hardest working people ever. But do you take enough time away from the job to actually benefit from it? Probably not. So let’s change that in 2019.

Studies show that taking some rest and relaxation time away from the job can boost physical and psychological health. People who take vacations have lower stress, less risk of heart disease, a better outlook on life, and more motivation to achieve goals. We want this for you. That’s why we’re organizing the Horsesmouth Hawaii workshop series.

Come for the learning, stay for the relaxation

A good, proper vacation should be at least eight days long. (Yes, it’s okay if you stay shorter. A quick vacation is still better than nothing.) But research suggests a good eight days really delivers that restful and unwound feeling.) So tag a vacation on to either end of our Jan. 24 to Jan. 29 Hawaii workshop run. Stay in Oahu or visit one or more of the other amazing Hawaiian Islands.

Remember what Stephen Covey says about vacation: “You’ve got to sharpen the saw.”

You’ll feel refreshed and energized when you return home. But are you thinking, “Yes, but what about my clients and my team?”

Key #2

Your clients and team will survive (even thrive) without you!

You’ve got months to plan your vacation absence and let your clients know you’ll be out of the office and in Hawaii. If you don’t already have the right staffing, systems, and technology in place, this trip will give you the incentive to move forward in those areas. (Maybe you even need to come to the 2019 Biz Planning and Marketing Workshop for this very reason. It starts on Thursday, Jan. 24 and after two days, you’ll have a complete plan you can begin executing immediately.)

Getting away and coming to Hawaii for the Horsesmouth workshops is actually a great opportunity for professional development among your team.

Taking time off from your team actually promotes leadership in your firm. If you stay away long enough, they’re actually required to step up and make some decisions that you’ve empowered them to make in your absence. (Okay, if you really like control, you can have them call you if they’re in a pickle.) If you must, the time difference on Hawaii from the mainland will give you the chance to schedule an office check-in, attend the workshops, and even enjoy the island’s beauty. Have you ordered your Hawaiian shirt yet?

Five steps to preparing your staff

Here it is in a nutshell: First, believe in the value of vacation (I know you do.). Second, communicate to your clients and staff why you’re getting away to Hawaii. Third, provide support and a little training so the staff knows where to turn in a tough situation. Fourth, be gone for at least two weeks (including your time attending one or two Horsesmouth workshops). Finally, upon your return, schedule a debrief with your staff and use that time to “cement” what it is they learned and achieved in your absence. Then clue them in on what you learned and planned in Hawaii.

Bonus #1: Take key staff members or partners with you to Hawaii.

Bonus #2: Be sure to take some good photographs while you’re enjoying your island vacation. They’ll be fantastic in your client newsletter and social media post.

Bonus #3: You’ll discover some of your clients will completely support your Hawaii work-cation. They’ll even thank you for taking the trip and make comments like “It’s about time.” They’re right.

Key #3

Your 2019 business results will benefit in numerous ways

This works on two levels. First, if you come for the workshops on Social Security-Medicare (Jan. 24-25) and/or IRA-Tax Planning (Jan. 28-29), you’ll leave with valuable technical training on critical retirement planning issues. Advisors love these workshops because what they learn can easily be put to immediate use with clients—often helping them save money and taxes. A real value.

And if you come for the 2019 Business Planning and Marketing Workshop (Jan. 24-25), or the Financial Educator Marketing Workshop (Jan. 28-29), you’ll leave with concrete and do-able plans for your business in 2019. Having a solid, clear annual business plan is a major advantage to achieving your goals and is a major success factor.

And getting your full year of marketing mapped out, including your positioning as a financial educator, will pay off handsomely. It always does for advisors who understand the financial educator dynamics at play in the marketplace.

The vacation-business growth connection

On another level, there’s overwhelming evidence of the connection between getting away for a vacation and the impact a vacation has on your business.

First, the inability to detach from work promotes burnout, according to a University of Mannheim study, while disengaging for a vacation makes us more resilient in the face of stress and more engaged and productive. The longer the vacation, the greater the benefits.

In the book The Happiness Advantage the authors describe research that shows that when the brain can think positively after being relaxed on vacation, productivity improves by 31%, sales increase by 37%, and creativity and revenues can triple.

There’s even a vacation dividend. A University of Vienna study found that vacationers had fewer stress related complaints—headaches, backaches, and heart irregularities—and they continued to feel better even five weeks later.

All the positive benefits of vacation cited in the reports above will be additional gravy to your firm: greater productivity, more energy, increased creativity and innovation, and deeper motivation. That translates into both real money in the bank and serious deposits into the good-feeling, good vibe bank between your ears. That’s aloha life. Learn more about it Oahu. So book your trip now.

How to get the most from a vacation

It turns out that delaying gratification—putting it off until you’ve achieved X, Y, or Z so you can position your time off as well-deserved—doesn’t actually work. Fun times are fun times, period, and we enjoy them just as much whether they come before or after a big work period.

A Harvard Business Review study points the way, explains why you need the vacation, and how to prepare.

First, of course, failing to take a break from work is bad for your health. (Seriously, I know you know people who aren’t with us anymore--it’s happening with greater frequency. Their time came out of the blue. So, don’t put off enjoying life.) Second, experts say plan your departure more than a month in advance. (You’ve got time.) Third, it’s recommend you go far away—some place that really is different and stirs up your imagination (like Oahu in Hawaii). Fourth, meet with someone knowledgeable at your location. We’ve got the best subject-matter experts to deliver on this point.

Need more evidence? Just search Google for “studies on the impact of vacation.” Here are the top results:

  • The Data-Driven Case for Vacation (Harvard Business Review)
  • Three Science-Based Reasons Vacations Boost Productivity (Psychology Today)
  • 4 Scientific Reasons Vacations Are Good for Your Health | Inc.com
  • Take A Vacation: It's Good for Productivity and The Economy - Forbes

Give yourself a raise

If you take a vacation, you’re reducing the total number of hours you work per year and increasing the amount you get paid for the work hours you put it in. If your firm produces the same but you don’t take a vacation, you’re getting paid less. So give yourself a raise and book that Hawaiian vacation now!


Thursday, Jan. 24 to Friday, Jan. 25

Social Security and Medicare Planning
8 a.m. -1 p.m.

Learn More and Register

Thursday, Jan. 24 to Friday, Jan. 25

Biz Planning and Marketing for 2019
8 a.m. -1 p.m.

Learn More and Register

Monday, Jan. 28 to Tuesday, Jan. 29

IRA and Tax Planning
8 a.m. -1 p.m.

Learn More and Register

Monday, Jan. 28 to Tuesday, Jan. 29

Financial Educator Marketing
8 a.m. -1 p.m.

Learn More and Register


Come for the workshops. Stay for the relaxation!

We want you to unwind and relax, while also learning and planning for 2019.

So we’ll start each workshop with a working breakfast at 8 a.m. and finish at 1 p.m. after a working lunch.

This way, you can be back to your place by 2 and still have half a day before the golden sun slips over the green/blue horizon. Learn, relax, reflect, and do it again both days! (See our “Things to Do in Oahu” list below)

Things to do on Oahu

Science actually supports taking vacations and doing fun things. Oahu, and the rest of the islands, are packed with such activities. Can you picture yourself doing any of these? (We can!)

1 / 13
Hike the Diamond Crater
2 / 13
Take a Day Trip to Oahu's North Shore
3 / 13
Snorkel at Hanauma Bay Nature Preserve
4 / 13
Tour Pearl Harbor
5 / 13
Watch "Big Wave Surfing"
6 / 13
Catch a "Green Flash" Oahu Sunset
7 / 13
Go Sea Kayaking
8 / 13
Drink Amazing Polynesian Cocktails
9 / 13
Take a Stand-Up Paddle Board Lesson
10 / 13
Attend a Hawaiian Luau
11 / 13
Hit a Top Oahu Golf Course
12 / 13
Honolulu BeerWorks, Waikiki Brewing Company, and Kona Brewing
13 / 13
Go On A Whale Watch

Hike the Diamond Head Crater. It’s just 763 feet to the summit and you’ll get a 360-degree view of Waikiki, the Ko’olau mountain range, and the Pacific Ocean. It takes a little more than an hour. Watch the sunset from there and relive your hike at sundown for the rest of your trip, watching Diamond Head Crater fade into the warm January twilight.

Take a day trip to Oahu’s North Shore. In just minutes, you can be out and away from the relative hustle and bustle of Waikiki and Honolulu. You can explore the island’s wild North Shore. Visit some old seaside towns. Stop at any of dozens of great beaches. Hit some food trucks parked along the beach. See what life is like in the real Hawaii. You can easily do this in one day.

Snorkel at Hanauma Bay Nature Preserve. You can get to the beautiful reefs right from the shoreline. You’ll see green sea turtles and the stunning parrot fish, among many others—400 species of fish! If you’ve never snorkeled, this is a great place to start. If you have, this is a must-not-miss spot. And don’t bother packing your snorkel equipment. It’s easy to rent.

Tour Pearl Harbor. If you’re a fan of military history, then you’ll want to spend a few hours—or a whole day—exploring Pearl Harbor, visiting the Memorial, and trying to wrap your head around what went down on that day of infamy—1,117 sailors and Marines were killed. Pay your respects to the first casualties of the Greatest Generation.

Watch “Big Wave Surfing.” Drive to the North Shore and get an eye full of surfers riding gargantuan waves. How big? They had 50-feet waves in January a couple of years ago. Oahu is home to Vans Triple Crown of Surfing—the Super Bowl of Surfing. So this is one of the top spots in the world for this amazing sport. There are plenty of places that host surf lessons and run surf schools. This could be your chance!

Catch a “Green Flash” Oahu sunset. Have you ever seen the “green flash” at sunset? (Someone even named a beer for it.) I’ve heard of it over the years. But, apparently, sunsets in Hawaii can really deliver. Fabulous sunset locations exist across the island, many of them including cafes and bars so you can enjoy a cocktail while taking in the final rays of the day. The flash happens right at the very end. So don’t blink or look away!

Go sea kayaking (or try an island outrigger canoe). Hit Kaneohe Bay for some excellent sea kayaking out to Coconut Island, an offshore islet in Kaneohe Bay that’s rung by a barrier reef. You’ll probably see sea turtles and manta rays.

Drink amazing Polynesian cocktails. They’re really crazy about their drinks in Hawaii—and not all of them come with umbrellas! But the Blood of the Kapu Tiki, the Mai Tai, the Pineapple Rum Swizzle are just a few you’d want to test out by the beach. Sometimes watching the tide roll in is all you need to do.

Take a stand-up paddle board (SUP) lesson. (Or just rent one). You’ll look like a Polynesian God as you smoothly paddle across Waikiki Bay completely erect on your board, shirtless (if you’re a guy) except for your floral-patterned lava lava (Hawaiian men’s skirt) around your waist! This will be a great picture for your next newsletter.

Attend a Hawaiian Luau. You haven’t lived until you've seen a traditional Hawaiian luau with poi, Kalua pig, poke, lomi salmon, opihi, haupia, and beer, of course. Nearby, dancers in grass skirts are gently swaying like the palms trees caressed by the gentle trade winds. If you’re a fan of pork, you need to add the Kalua pig to your food bucket list.

Hit a top Oahu golf course. If you love the links and seeing the ocean and mountains at the same time, this trip is for you. If you want, you could even get in a round right next to the conference center at the Ko’olau Golf Club. Get a foursome going with some other advisors. Let us know and we’ll help make that happen.

Pursue your love of craft beers. The greatest craft beer explosion in history is happening across these United States and Hawaii is in on it, too. Here are just a few craft places we’ve got on our list to visit: Honolulu BeerWorks, Waikiki Brewing Company, and Kona Brewing (There are a dozen more!) And nothing beats throwing corn hole while sipping a fresh IPA and watching a Hawaiian sunset. Another great photo for your newsletter.

Go on a whale watch. If you’ve never gotten up close to watch humpback whales, you’re in for an amazing treat. Whale watching season is December to May, so you’ll be right on time to witness these amazing creatures rocket out of the water and crash on their bellies (that’s called breaching). A stunning sight. And yet another great photo for your newsletter, website, or Facebook page.

Start planning your Hawaii Workshop now! 

Can’t Make It Now?

Click this link and we’ll add you to our workshop information list. When a new workshop date is announced, you’ll get notified.

FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884 ext 1
(Outside U.S.): 1-212-343-8760


05:21:12.5158104 page init started 05:21:12.5470609 page hit logged 05:21:12.5470609 page init finished 05:21:12.5470609 page load started. 05:21:12.5470609 database connection opened. 05:21:12.6408101 database record retrieved. 05:21:12.6624679 html retrieved. 05:21:12.6624679 page load finished