Show Your Clients You’re in Control and Ready to Discuss What 2018 Key Rates Mean for Them…

  • Now with Your choice of colors (see below for choices)
  • Send PDF updates throughout the year
  • Now branded with photo and logo

Best Marketing Money Ever Spent

"I wanted to let you know that the cost of these from Horsesmouth has been the best marketing money I could have ever spent. I just received the copies that you printed for me, but I also had a PDF version of it as soon as I bought them online…

"I think so far I've given away close to 150… I've been meeting with every CPA, tax attorney, business broker, mortgage banker, and anyone else I know that could refer me clients, and asking them how many others in their firm could use this "cheat sheet"?

"One CPA asked for 15, so everyone in his firm that is doing taxes has my name, contact info, and photo close by them at all times… They can count on getting them from me every year going forward."

—B.E. Carden, Brentwood, TN

 

 

Dear Financial Advisor,

For many years now, smart Financial Advisors have been sharing Horsesmouth's Key Financial Data cards with clients, prospects, CPAs, attorneys, and other professionals.

The Key Financial Data cards are a calming influence in an otherwise topsy-turvy world. Why?

Because the cards quietly deliver what is true and real about the coming year's tax brackets, thresholds, limitations and exemptions. No scary CNBC analysts. No pitch forks and torches. No exploding heads.

The reason everyone loves Key Data is because it's a handy reference. Nearly all the key items that affect one's personal finances are contained in the card's easy to follow format, including:

  • Standard deduction & phase outs
  • Personal exemptions
  • Gift and estate tax
  • Medicare
  • Retirement plans
  • Social Security
  • Tax rate schedule
  • Capital gains
  • Education credits and deductions
  • Health savings
  • High-income tax payers
  • Long-term care premiums

Order Your Branded Key Financial Data, 2018 Cards and Enjoy These Three Key Data Program Features:

  1. Instant, branded PDF—Share it right now.
  2. Printed, branded cards—Mail/hand out all year.
  3. Updated, branded PDF to share throughout the year—Email it if or when Congress changes rules. (We'll alert you to changes.)

So go ahead now and take your first, easy step to including Key Financial Data, 2018 as part of your client communication program throughout the year.

Order Key Financial Data, 2018
Click here to learn more.

Unsure about colors? Click here for samples

Great for Giving to CPAs, Tax Attorneys and Other Referral Source

If you're looking to build your referral network among local professionals in your community, here are two examples of what advisors are doing with Key Data.

The Most "Marketing Mileage" Ever

Having been in practice since 1986, when it comes to marketing, I have tried lots of things. I do not think I have gotten more mileage out of anything as much as I have out of Horsesmouth's Key Financial Data cards. I have lost count of the number of unsolicited "Thank yous" and requests for more copies from CPAs, attorneys and other centers of influence. And now I have the ability to customize them with my contact information and my professional photograph. It's good to know that I am hiding under so many blotters on desks throughout Raleigh, NC."

— Bob Watral, CFP®, Raleigh, NC

6 Reasons to Use Key Financial Data, 2018 as Part of Your Client Communication Program

One common reason people hire a financial advisor is that they need someone to follow the important issues they can't or don't want to follow.  Here are six reasons to put Key Financial Data, 2018 into your client communication program now:

  1. Because it's an impressive, easy-to-implement client communication program, perfect for kicking off 2018.
  2. Because people expect their advisor to keep track of the changes and wrinkles in government rules and regulations that impact their personal bottom-line. (You build trust and demonstrate mastery when you regularly communicate with people around key financial data issues.)
  3. Because it demonstrates your commitment to being a client-centered advisor by letting them know you're watching what's going on in government and how it affects their portfolio.
  4. Because it inspires confidence. Even if clients don't pore over every table of Key Financial Data, simply receiving it from you reinforces your image as an informed, organized professional.
  5. Because it shows you appreciate your clients. When you take the time to personalize your Key Financial Data cards and send them out to your clients, it also shows your clients that you're keeping them informed and that you appreciate having the chance to work with them.
  6. Because it shows you're committed to being a "can-do, results-oriented" advisor. You don't let changes in government rules and regulations just happen and let your clients' CPAs deal with them later. You're on the case.

So go ahead now and take your first, easy step to including Key Financial Data, 2018 as part of your client communication program throughout the year.

Order Key Financial Data, 2018
Click here to learn more.

Unsure about colors? Click here for samples

Your Clients and Prospects Will Be Impressed By Your Attentiveness to Key Changes to Key Data

When you pass along a Key Financial Data, 2018 card to clients, prospects and allies, there's no easier and simpler way to remind people of your commitment, expertise, and professionalism.

Order Your Key Financial Data, 2018 Cards Today!

For less than 60 cents a day you can have the Key Financial Data, 2018 cards work for you.

Remember, here's what you get for $217:

  1. Branded PDF for instant use with clients and prospects starting right now. REMEMBER: The data will likely change. This client communication program is all about you keeping in touch and letting them know you're on the case as events and facts change—which they will!
  2. Key Financial Data, 2018 that you can send in the mail, hand out in person and include in any other client or marketing campaigns. The branded, coated, 8.5 x 11 Key Financial Data card is the type of client handout that reinforces your reputation as a client-centered, forward-thinking advisor.
  3. SPECIAL ALERT: Unlimited PDF updates throughout the year. We'll send you an email alerting you to new updates to the PDF version of  Key Financial Data, 2018. And we'll explain the changes and tell you how best to communicate them to your clients.

So go ahead now and take your first, easy step to including Key Financial Data, 2018 as part of your client communication program throughout the year.

Select your color scheme and quantity, then click below to order

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Quantity:

Green

Order Key Financial Data, 2018 in Green

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: (888) 336-6884 ext. 1  (Outside U.S.: 1-212-343-8760)

 

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