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Please note: Your 2022 materials will ship early next year.

Join Today and Beat the 2022 Price Increase!

GROWTH STRATEGIES FOR SOLO ADVISORS & TEAMS

Turn Your Value Proposition Into a Money Maker That Adds Assets and New Clients Every Month

Join the Horsesmouth Master Member Program, the industry's only advisor support platform that gives you the technical skills, tools, marketing, and community to grow your business no matter what!

What is the Horsesmouth Master Member Program?

The Horsesmouth Master Member Program offers solo advisors and teams the “advisor infrastructure” to increase capacity and performance without adding unwanted overhead.

Master Membership Hero

The program supports you in three ways:

  • Advances your skills in key technical disciplines: Tax planning, Social Security, Medicare, IRAs, tax planning, income planning, long-term care, estate planning, college planning, and cybersecurity.
  • Promotes your expertise with turnkey FINRA-reviewed content that positions you as a financial educator.
  • Surrounds you in a community of industry leaders and growth-minded advisors who share what's working in today's markets.

How a Master Membership works

The Master Membership operates something like a fund of funds… for professional development.

Your annual membership gives you access to 11 standalone Horsesmouth programs – nine covering key technical skills that clients need today, plus two marketing programs that help you educate and communicate with clients and promote your business to prospects, CPAs, and attorneys.

As a Master Member, you get the technical guidance you need to add more services, and the turnkey marketing materials that attract wealthy clients with challenging financial planning and investment needs.

A partial list of Master Member resources:

Expert support, tools, and calculators in 8 technical topics

Become the go-to expert on tax planning, Social Security, Medicare, IRAs, estate planning, caregiving, long-term care, college planning, and cybersecurity. Master Membership Hero

Get “savvy” on technical topics critical to clients' needs.

 

Monthly marketing program amps up your business development

Get a field-tested monthly marketing program that optimizes your emails, communications, and events. Totally turnkey. All you do is execute… and respond. Marketing Calendar

2022 Master Marketing Calendar & FINRA-Reviewed Content

 

Turnkey, compliance-ready educational content that triggers new business

Tap into a library of 150+ FINRA-reviewed postcards, handouts, campaigns, & 100+ educational articles that address clients' pain points and position you as a financial authority. How Tax Planning Changes Handout

Tax Planning Educational Handout

 

Big ideas from the industry's best minds and visionaries

Connect with industry rockstars who actively champion your personal and professional development. Industry Experts

Mind meld with industry experts

             

35+ presentations covering every aspect of retirement planning

Access turnkey workshop and webinar presentations that are always up to date and FINRA-reviewed. As one Master Member says, “Now people IRA Presentations

Choose from 35 presentations
proven to draw crowds!

 

A support community of growth-minded advisors

Learn what's working, what's not, and how to avoid expensive mistakes. What's Working Now

Learn what's working now!

 

VIP perks on all workshop, products, software, and services

Get a 25% discount on all Horsesmouth workshops, print products, software, and services, including affiliated partners Horsesmouth Partners

25% discounts on all Horsesmouth & affiliated partners' products

 

The Learning Exchange

Master Members can register anytime for exclusive regular Learning Exchange meetings where Master Members and Horsesmouth staff come together to discuss, share, and problem solve. Horsesmouth Partners

Get “savvy” on technical topics critical to clients' needs.

Get Your Questions Answered by Our Subject Matter Experts

Master-Q&A

As a Master Member, you get front-of-the line treatment when you
post a question to any of our flagship programs.

Whenever you have a question about a certain topic, just click over
to the program, find the Q&A link in the navigation, then
post your question.

You'll get an answer in less than 48 hours.

A turnkey monthly marketing plan—just download and execute

After more than 20 years working closely with financial advisors, we've heard you say you often don't have time to develop your own custom annual marketing plan.

That's okay. Now we've got you covered.

Month in and month out, your Master Membership tees up a complete turnkey marketing plan for you to customize, download, set, and send.

It's that easy.

Want to send a newsletter? It's there each month.

Want to send clients and prospects a timely article reprint that aligns with a sensible monthly marketing theme? We've got you covered.

Getting ready to educate clients and prospects this month? There's always a featured presentation keyed to the monthly marketing theme. Plus dozens more are always available to you.

Master Marketing Calendar

There's ALWAYS a simple, yet powerful marketing activity you or your team can complete with your Master Membership.

Kurt W.,
			Bothell

“I would attribute several pieces of business in the past six months to materials available through the Master's program. Working with allied professionals like attorneys and CPAs, it is very helpful to me to be able to provide material that I'm confident has been vetted properly and is meaningful to them and their practice.” – Kurt W., Bothell, WA

No marketing program for financial advisors comes close to matching your Master Membership marketing choices.

Nail your value proposition. Add new services. Plug in to new niches.

Your knowledge of the markets used to be enough to earn new business.

But these days, clients expect you to understand tax strategies, Social Security, health care, and more… and then fix their messy plans and portfolios.

That's a lot of ground to cover…

But it's territory you can easily manage as a Horsesmouth Master Member with access to our comprehensive advisor support platform.

You can tap into a network of eight different Horsesmouth “savvy” programs – each covering a key technical topic relevant to today's clients: tax planning, Social Security, Medicare, retirement planning, college planning, long-term care, estate planning, and cybersecurity.

Each technical program is led by a subject matter expert who provides source materials, ongoing updates, webinars, calculators, tools, and real-time forums to keep you in the know.

Social Security question? Check out Elaine Floyd's latest answers in the Q&A Forum. Doubts about a tax strategy? Check out Jeffrey Levine's last newsletter. Cybersecurity concerns? Send Devin Kropp an email.

And Master Members are eligible to attend private Learning Exchange webinars hosted by some of the brightest minds in the business who will brief you on the latest developments in each subject matter area.

It's a platform – and a community – of professional development and actionable insights that can expand your list of services, help you develop new niches, and strengthen your value proposition as the go-to financial educator.

Master these critical technical skills:

Savvy Social Security Planning

The FA's Guide to Savvy Social Security Planning
  • The FA's Guide to Savvy Social Security Planning (175-pg)
  • Online suite of 7 calculators
  • 135 Social Security Questions Answered
  • Social Security Q&A Forum
  • Twice monthly newsletter
  • Updates Blog
  • Members-Only Website
  • 12 CE Credits
  • Program Leader: Elaine Floyd, CFP

Savvy Medicare Planning

The FA's Guide to Savvy Medicare Planning
  • The FA's Guide to Savvy Medicare Planning (175-pg)
  • 100 Medicare Questions Answered
  • Medicare Q&A Forum
  • Twice monthly newsletter
  • Members-Only Website
  • 6 CE Credits
  • Program Leader: Elaine Floyd, CFP

Savvy Tax Planning

  • The FA's Guide to Tax-Planning Changes Through Four Stages of Retirement (175-pg)
  • Retirement Tax Strategy First-Meeting Guide
  • Medicare Q&A Forum
  • Monthly Newsletter
  • Members-Only Website
  • 10% discount on software
  • 8 CE Credits
  • Program Leaders: Jeffrey Levine, CPA/PFS, CFP, CSW, MSA and Debra Taylor, CPA/PFS, JD, CDFA

Savvy IRA Planning

The FA's Guide to Savvy IRA Planning
  • The FA's Guide to Savvy IRA Planning (200-pg)
  • 150 IRA Questions Answered
  • IRA Q&A Forum
  • Monthly newsletter
  • Members-only website
  • Members-only update webinars (2x/yr)
  • 10% discount on software
  • 12 CE Credits
  • Program Leader: Jeffrey Levine, CPA/PFS, CFP, CSW, MSA

Savvy Cybersecurity

  • Book: “Hack-Proof Your Life Now!” (240-pages)
  • Quick Reference Guide
  • Marketing Toolkit
  • Business Protection Checklist
  • Monthly Newsletter
  • Emergency-Alert Newsletter
  • Members-only website
  • Program Leaders: Sean Bailey, Devin Kropp

Savvy College Planning

  • The FA's Guide to College Planning (300+ pg)
  • College Aid Pro software
  • 150 College Planning Questions Answered
  • 4 Webinar Training Sessions
  • Monthly Newsletter
  • Live update webinars
  • Members-only website
  • 9 CE Credits
  • Program Leader: Lynn O'Shaughnessy

Savvy Long-Term Care Planning

Savvy Long-Term Care Planning
  • Getting Long-Term Care Planning Right Presentation Handout
  •  Planning Options Client Reference
  • First Meeting Guide
  • Toolkit
  • Documents Checklist
  • Members-only website
  • Includes Savvy Caregiving

Savvy Generational Planning

  • The FA's Guide to Generational Planning (175+ pg)
  • Orientation Webinar
  • Legacy/Estate Planning Assessment
  • Legacy/Estate Planning Checklist
  • Family Legacy Worksheets
  • Client Meeting Guide
  • Newsletters
  • Members-only website
  • 6 CE credits

 

 

Beef up your marketing. Educate prospects. Build a fan club.

Master Marketing Calendar

Marketing simplified… and off your plate!

With a strong value proposition, marketing gets easy. And a Master Membership leverages that value with turnkey marketing materials that position you as a financial educator.

Your Master Member Marketing Program runs year round. Each month is tied to a different financial theme with suggested emails, handouts, articles to send, and educational events to host. No creative work or even scheduling on your part. Just do it.

Even compliance is easy… every client-facing marketing piece is accompanied by a FINRA Review Letter that helps expedite your materials through compliance.

Best of all, you'll get the kind of business-building results you're looking for:

Key Financial Data Card 2022

"It was great. I have two friends that need help"

“In the very beginning of this year, I emailed a client of mine the Key Data Card, which is the first handout in the Marketing Calendar Program. Then he makes an appointment. I figured he had a question about taxes, something like that.

“I get on the phone with him, and he says, 'Oh, I got that thing you emailed me, it was great. I love all the data. It's wonderful. I have two friends that need help. I told them about you, and I want them to work with you.'

“Today, they have both become clients and have over $1 million each with me now… and that was off of that one email.” – James McLoughlin, East Setauket, NY

Here's a partial list of the turnkey materials you get:

 

35+ PowerPoint presentations addressing critical client pain points

As a Horsesmouth Master Member, you get access to over 35+ scripted presentations covering in-demand topics like retirement planning, tax planning, Social Security, Medicare, IRAs, estate planning, college planning, and more.

Each presentation comes with a slide deck, script, handouts, and a marketing toolkit to help you schedule and promote your workshop, seminar, or webinar.

All decks and scripts have been professionally researched, vetted, written, and designed. Materials are FINRA-reviewed and updated annually and whenever rules change.

You even get a list of questions you're likely to get and how to answer them – plus, new ideas that will get people talking to you… and about you.

 

Social Security Presentations (6)

What Baby Boomers Need to Know to Maximize Retirement Income Presentation
  • What Baby Boomers Need to Know to Maximize Retirement Income
  • Social Security Planning for Women
  • Social Security Planning for Couples
  • What's New with Social Security? Seven Topics to Watch in 2022
  • Basic Rules and Claiming Strategies
  • Savvy Social Security Planning for CPAs

Medicare Presentations (4)

Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care
  • Managing Health Care Expenses in Retirement
  • 30 Minutes on Medicare Basics
  • Transitioning to Medicare
  • Managing Health Care Expenses in Retirement for CPAs

Tax Planning Presentations (4)

  • How Tax Planning Changes Through Four Stages of Retirement
  • The New Tax Law Briefing: 20+ Questions Every Person, Family, & Business Must Answer Soon
  • The New Retirement Rules: The Secure Act and What You Need to Know
  • How Tax Planning Changes Through Four Stages of Retirement For COIs

College Planning Presentations (2)

How to Cut College Costs
  • 4 Keys to Cut the Cost of College
  • An Inside Look at Qualifying for Financial Aid

IRAs & Retirement Planning Presentations (9)

IRA Presentation
  • IRA Planning for Boomers
  • 6 Retirement Account Options Every Retiree Must Know
  • An Overview of the Factors to Consider When Making Rollover Decisions
  • IRA Planning for CPAs
  • Life After Work: How to Create a Good Life in Retirement
  • How to Get Rollover Ready
  • COI Roundtable: Tapping into Retirement Accounts
  • COI Roundtable: Understanding the Net Investment Income Tax
  • 10 Things CPAs Should Know About IRAs

Long-Term Care Presentations (2)

Savvy Long-Term Presentation
  • Getting Long-Term Care Planning Right: New Approaches for People at All Stages 
  • The Family Caregiving Challenge: 4 Keys to Making a Difference 

Estate Planning/Legacy Planning Presentations (3)

Master Legacy Presentation
  • 6 Steps to Legacy Planning for the Generations
  • How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values from One Generation to the Next
  • Estate Planning in the Time of Coronavirus

Cybersecurity Presentations (4)

1 Hour to Cybersecurity Presentation
  • 10 Threats Every Person and Business Faces and How to Fight Them Now
  • 30 Minutes to Cybersecurity: 5 Threats Every Person and Business Faces
  • Will Hackers Scam Your Business?
  • Hack-Proof Your Smartphone

 

150+ emails, newsletters, drips, and handouts that get clients to act (partial list)

As a Master Member, you have VIP access to two important Horsesmouth marketing programs: Advisor/Client and Advisor/CPA. Choose from over 50 campaigns and hundreds of FINRA-reviewed marketing materials that will help you stay top-of-mind with clients, prospects, and strategic allies.

All client-facing content comes with a FINRA Review Letter that expedites your materials through compliance.

Postcards, emails, videos, posters, and handouts can be customized with your name, image, contact information, and even different colors to align with your brand.

Here's a partial look at just some of the materials available to you through your Master Membership:

 

Key Financial Data

Key Financial Data

Retirement Calendar Checklist

Retirement Calendar Checklist

Financial Fitness Checklist

Financial Fitness Checklist

Key Planning & Investment
Deadlines Postcard (4x/yr)

Key Planning & Investment	Deadlines Postcard

100+ Educational Articles

Article Reprints

Savvy Cybersecurity
Quick Reference Guide

Savvy Cybersecurity
					Quick Reference Guide

Informational Postcards)

Retirment Income Postcard

Educational Guides

Baby Boomers Guide to Social Security
 

100+ educational articles that brand you as a financial educator (partial list)

One of the key principles of Master Member marketing is to position you as a financial educator on a wide range of technical topics important to clients now.

To help you build your authority, we've built a database of hundreds of educational articles that address clients' most pressing issues. All articles are FINRA-reviewed and written by industry experts, including your program leaders.

You can send these articles as emails, feature them on your website, or combine them in a sales cadence to promote one or all of your services. One advisor even created 79 90-second videos from the “drips” he found in the various articles. He's sending his list a video every week to stay top-of-mind and promote his webinar and workshop schedule.

Here's a partial list of articles available to Master Members:

  • Estate Planning You Must Do in Time of Coronavirus
    7 Estate Planning Things You Must Do in the Time of Coronavirus
  • Medicare & Covid-19 Related Healthcare Costs
  • Checklist: Is It Time for Assisted Living?
  • College Planning: Know the Rules for Education Funding (CPA)
  • How Parent & Child Assets Impact Financial Aid Packages
  • 4 Common Elder Scams: How to Stay Safe & Fight Back
  • How to Create Ultra-Secure Passwords
  • Intergenerational Transfers: Helping Adult Children
  • Medicare and Covid-10 Related Healthcare Costs
    11 Ways to Minimize the Bite from Medicare Taxes
  • Building Healthcare Costs into Retirement
  • 10 Common Medicare Questions Answered
  • 5 Things You Need to Know About the Secure Act
  • The 99% Rule for Spousal Beneficiaries
  • 5 Things You Can Do with an IRA That You Can't with a 401(k)
  • Retirement Income: Which Accounts to Tap First (CPA)
  • 50 Things: What a Financial Professional Does for You
  • An Overview of Asset Transfer Strategies
    A Pre-Divorce Checklist
  • What You Need to Know About Disability
  • Federal Employees and Social Security
  • Understanding Social Security Estimates
  • 3 Ways to Raise Your Social Security Benefit
  • Top 10 Rules to Know About a Qualified Charitable Distribution
  • Essential Tax Tips for IRAs

    Maureen R.

    Little Horsesmouth Community

    “We get a lot of interaction with Jeffrey Levine, Deb Taylor, Elaine. They're all so accessible. Sometimes those really bizarre questions come out of left field and you can run it past them or listen to one of their webinars and get some clarification. It's just really a nice setup… like a little Horsesmouth community.” – Maureen R., San Ramon, CA

Connect with industry leaders. Learn what's working. Discover big ideas.

Growing a business on your own can be lonely. To avoid isolation, many entrepreneurs participate in a support network of peers and role models who share ideas and insights.

As a Master Member, you're immediately included in a community mentored by some of the industry's best minds. All Horsesmouth programs are led by thought leaders and visionaries who share with you the latest ideas, tactical applications, and best practices in each subject matter area.

In fact, they are actively invested in seeing you grow and succeed. They will answer your questions through our Q&A forums and appear on exclusive briefings for Master Members only.

And they keep you at the top of your game with ongoing newsletters on rule changes, legislations, and trends. You'll learn new ideas – big ideas – that differentiate you and impress prospects and clients.

You'll also interact with other solo and independent advisors sharing what's working and what's not. You'll get your boots on the ground quickly with real time insights from like-minded advisors.

 

Your Master Member Program Leaders:

 

Elaine Floyd, CFP

Elaine Floyd

Elaine wrote the books (literally) on Social Security and Medicare for professionals and leads both programs for Horsesmouth. She has been quoted in the Wall Street Journal, The New York Times, U.S. News & World Report, Kiplinger's Retirement Report, Robert Powell's Retirement Weekly, and is a popular speaker at FPA, FPA NorCal and the AICPA.

 

 

Jeffrey Levine, CPA/PFS, CFP, CSW, MSA

Jeff Levine

Jeff is the creator of Savvy IRA Planning and co-creator of Savvy Tax Planning. He is the Chief Planning Officer at Buckingham Strategic Wealth Partners, one of the country's largest independent RIAs, and serves as the “Lead Financial Planning Nerd” for Kitces.com. Previously, Jeff founded and oversaw his own wealth management firm, BluePrint Wealth Alliance LLC, successfully managing the assets of business owners, senior execs, pre-retirees, medical professionals, and other wealthy investors. He also served as Ed Slott & Company's chief retirement strategist.

 

Sean Bailey

Sean baileySean M. Bailey is the founding editor-in-chief of Horsesmouth. For more than 20 years, has led Horsesmouth's product development and marketing efforts. He's also the co-creator of Savvy Cybersecurity and co-author of the award-winning book Hack-Proof Your Life Now!

 

 

 

Lynn O'Shaughnessy

Lynn O'Shaughnessy

Lynn O'Shaughnessy is a nationally recognized college expert, consultant, and speaker. She is the author of the Amazon bestseller: The College Solution: A Guide for Everyone Looking for the Right School at the Right Price . She is a contributor to CBS MoneyWatch and she writes about college at her popular blog, The College Solution.

 

 

 

Debra Taylor, CPA/PFS, JD, CDFA

Debra Taylor

Debra Taylor is the principal and founder of Taylor Financial Group, LLC, a full-service wealth management firm located in Franklin Lakes, NJ. Debra's education and career has spanned many fields including legal and public accounting. Debra is the author of the top-selling practice management book, My Journey to $1 Million: The Systems and Processes That Will Get You There.

 

 

Chris Holman, PCC

Chris Holman

Chris Holman began his career with EF Hutton, as a financial advisor. He has 38 years experience in financial services and counts more than 2,500 advisors and advisory teams as his clients. He is a credentialed member of the International Coach Federation and specializes in guiding advisors to create their own success and greatness.

 

 

 

Devin Kropp

Devin Kropp

Devin Kropp is Associate Editor at Horsesmouth. Devin leads the Advisor/Client Marketing program and has coached many advisors to achieve their marketing goals. Devin is also the co-creator of Savvy Cybersecurity and co-author of the award-winning book Hack Proof Your Life Now!

 

 

 

Doug Pierce

Doug Pierce

Doug Pierce is an Associate Editor and Event Technologist at Horsesmouth. He's responsible for Horsesmouth's digital media production, including webinars, livestream, podcasts and virtual workshop technology. He coaches advisors on their virtual event production and set up. He holds the world record for the number of webinars hosted.

 

Reasons to Join—In the Words of Master Members:

We asked Master Members to tell us how the program worked for them. Here's what they said:

Kathleen Roth

Amazing!

“The calculators are worth the price alone. When I show a client their calculation and says, “OK, Susan, you take your money at 70. Bob, you take your money at 67.” It's like amazing!

–Kathleen Roth, CFP, CeFT, Rochester, NY

Maureen Richardson

It's finally getting done

“When you're running an advisory business, you don't have time to go out and do all this stuff. And I tend to be last minute and before I know it, it's April 15th and all the IRA opportunity has gone away. With the Master Membership, I'm know what's ahead and what to do. It's nice to have someone take that off my plate. And it's finally getting done!”

Maureen Richardson, CFP, San Ramon, CA

Maureen Richardson

Get an email out to clients every week

“There's so much content within Horsesmouth that you can get an email out every single week to your clients and prospects. And it's not just content, it's FINRA-reviewed content. Virtually everything's FINRA reviewed. When you give it to your compliance department, it's like a rubber stamp, it goes right through, maybe one or two disclosures, that's it, easy. So, you don't have to spend your time on all this stuff, because I don't want to."

–James McLoughlin, AIF, WMS, East Setauket, NY

Kurt Wanner
 

Very easy and seamless

“The Master Membership helped me plug into specialty niches like college planning or tax planning. As a solo practitioner, one of the things we look for is support… ideas outside of the realm of our little box. The Master Membership gives me access to a very wide variety of materials and resources. And since your materials are mostly FINRA reviewed, it's very easy and nearly seamless for me to get things updated and approved and utilized in a very short period of time.”

–Kurt Wanner, CFP, Bothell, WA

Jesse Travis

Personalized to my preferences

"I use the Master Membership to get new clients—through the presentations and supporting literature, which can all be edited and personalized to my preferences."

–Jesse Travis, San Antonio, TX

Wendy Bennett

Be the “go-to” expert

"I need to expand my range to be the "go-to" expert for all things financial when it comes to my clients."

–Wendy Bennett, CFP®, ADPA®, CRPC®, Butler, PA 

Shawn Foster

Compliance approved, offers CPE credits

"It's very convenient to have one place to go to get tons of information—much of it is compliance approved. And it's great to offer CPE credits to CPAs."

–Shawn Foster, ChFC, RICP, Dallas, TX

Greg Torretta

Programs by capable experts

"Its greatest strength is the skills and capabilities of the experts who put the program together."

– Greg Torretta, Palm Beach Gardens, FL

Sarah Graham

On point, masterfully written

"I do a lot of prospecting through giving presentations, and Horsesmouth's presentations are on point and masterfully written."

– Sarah Graham, CFP®, CDFA®, Vienna, VA

Charlie Matejowsky

Fulfills my brand

Fulfills my brand "It really helps me fulfill my brand of being the "Retirement Repairman."

– Charlie Matejowsky, CIC, LUTCF, LACP, Brenham, TX

Victor Connor

My own marketing department

"It's like having my own marketing department."

– Victor Connor, CRPC, WMS, Wellington, FL

Maureen Richardson

Cost-effective, budget-friendly, time saver

"It's cost-effective, and I can get anything by just signing in. It's budget-friendly and a great time saver."

–Annalee Leonard, Pensacola, FL

Mary B. Kusske

Relevant to my work

“Timely information, relevant to my everyday work . I like getting information right away. And I can count on the quality of the programs.”

–Mary B. Kusske, CFP, CLTC, Burnsville, MN

Stevan Gates

Helps close cases

"It allows me to focus on client meetings, closing cases, and taking AUM ."

–Stevan Gates, CRPC, Midvale, UT

James McLoughlin

 Gets me on track

“I felt like I had lost a lot of time in 2020 the first half of the year. The Master Membership really helped me get on track. And I have come to the conclusion that you can't do this by yourself. I see a lot of advisors that are all by themselves, trying to make things work, whether they're independent or otherwise. And I say to them, ‘You need support.'”

–James McLoughlin, AIF, WMS, East Setauket, NY

 

How Life Gets Better as Master Member

Tap into all the resources and materials a Master Membership offers, and you'll quickly find yourself on a new growth trajectory that will get you in front of more prospects and COIs.

Here's how your life and work will change:

James McLoughlin “From January 4th to today (3/11/21), I've brought in $5 million as a result of my Master Membership. I used Horsesmouth emails and gave a webinar. It was a really good turnout, everyone loved it. I had 57 people on that webinar, and I spoke to all 57 after. As a result, I'm getting emails, referrals, and really people are just much happier.” –James McLoughlin, AIF, WMS, East Setauket, NY
  • Your marketing goes on autopilot. You'll know exactly what to do and when. You don't have to create or schedule anything. Just note what's coming up on the Master Member Marketing Calendar, brand, download, and send.
  • You'll always have good answers. In fact, you love Q&A. You can handle the tricky questions, and if you don't have a specific answer, you'll know where to find it to get back to your client quickly.
  • You'll always have something new to talk about. You'll become the “big ideas guy” who has fresh insights that impress people –and that other advisors haven't heard of yet.
  • You can beta test new services. Analyze a scholarship offer for a college-bound family. Talk to a working Boomer about their retirement tax strategy. Try expanding your services slightly to see how clients respond and if it benefits your bottom line.
  • CPAs and attorneys will call you. You'll build a reputation as a trustworthy expert with a firm grasp of the issues. Clients, prospects, and COIs will notice you've got the range and depth to handle complicated cases.
  • Compliance will become your friend. They want to be helpful. They really do. And they'll get downright cuddly once you attach those FINRA Review letters.
  • You'll build a fan club. Your ongoing activities and marketing mojo will turn skeptics into raving fans who attend your events and bring their friends.
  • You're always at the top of your game. Rule changes? New legislation? New marketing ideas? You're always up to date on the latest trends and techniques –and going to market with them before anyone else.
  • You get to award CPAs continuing education (CE) credits. You know you're in a good place when you find yourself explaining IRAs to a room full of CPAs… for an hour… of their undivided attention. It's a good feeling. And a business builder.

Why You Should Become a Master Member –A Note from Bill Nicklin, CEO, Horsesmouth

Bill Nicklin

Finger-tip access to solutions for your clients' complex financial challenges: taxes, estate planning, Social Security, Medicare, IRAs, long-term care, college, cybersecurity, and more…plus year-round turnkey marketing campaigns…

 

 

Dear Friend,

I don't have to tell you how hard it is to succeed as a financial advisor.

For over two decades, helping pros like you get and keep clients has been our laser focus at Horsesmouth.

That's why I want you to know about our highest level of service, our Master Membership.

We started in 1997 with articles that offered ideas on how to grow your firm and service your clients. Advisors loved them but wanted more specific actions and steps.

We listened and started creating professional development programs to help advisors transition from salespeople to consultants and planners.

Our very first program was called Automatic Referrals …probably the most widely published book on the topic for financial advisors.

Next, we created Advisor/Client, our turnkey, year-round digital marketing solution. Advisors loved it because it gives you and your team a specific, detailed marketing plan for every month, and it's all Finra-reviewed.

In 2008, we realized advisors were not equipped to help boomer clients navigate Social Security. So, we developed Savvy Social Security Planning, the only comprehensive program combining technical training AND business development. Frankly, it helped the industry figure out how to usher boomers into retirement.

Of course, advising clients on retirement challenges means you need to get “savvy” on a range of topics. So, we slowly created a suite of comprehensive programs to help you meet your clients' needs.

Today we work with thousands of advisors who are upgrading their skills and marketing their business with programs likeSavvy IRA Planning,Savvy Medicare Planning,Savvy Generational Planning,Savvy Cybersecurity, Savvy Long-Term Care Planning, Savvy Tax Planning, Savvy College Planning, Advisor/CPA and more.

Each program typically includes:

  • Advisor guides, training materials, and FAQs to accelerate your understanding
  • Webinars and quizzes to boost your learning
  • Newsletters, legislative updates, and the ability to ask questions of subject matter experts
  • Finra-reviewed marketing campaigns that positions you as a financial educator
  • Finra-reviewed workshop presentations that attract prospects
  • Community support from industry experts and top advisors

    Advisors like you started subscribing to these programs and renewing them each year. Soon, people started asking, “Could you come up with one 'super membership?”

So we designed the Master Membership to be your one-stop shop for professional development. You get everything –technical programs, marketing materials, and expert support in one place with one membership and one bill for $2997 a year.

That's our mission at Horsesmouth: To give you turnkey resources to be the go-to expert. I invite you to become a Master Member today.

To your success,

Bill

Bill Nicklin
CEO
Horsesmouth

P.S. To learn more, go to

Become a Horsesmouth's Master Member and grow your technical skills, client list, and bottom line.

Yes! I want to become a Master Member. For just $2,997 a year (minus your first-year low rate when remaining existing membership time is deducted), I will get complete access to the full range of programs and services offered by Horsesmouth, including:

VIP access to all Horsesmouth programs (valued at over $6,700 per year –a 54% savings!)

  • Savvy Social Security Planning ($597 value)
  • Savvy Medicare Planning ($597 value)
  • Savvy IRA Planning ($597 value)
  • Savvy College Planning ($597 value)
  • Savvy Cybersecurity ($597 value)
  • Savvy Long-Term Care Planning ($597 value)
  • Savvy Generational Planning ($597 value)
  • What's Working Now ($97 value)
  • Savvy Tax Planning ($597 value)
  • Advisor/Client ($997 value)
  • Advisor/CPA ($597 value)
  • Horsesmouth ($247 value)

Access for your team:

  • You receive two additional logins to your Master Membership you can use for your marketing and administrative staff.

VIP treatment:

  • Get the latest materials first whenever they come out
  • Master Member questions always go to the front of the queue
  • Updated handouts and materials are sent to you every year

Discounted program pricing:

  • Purchased separately, all the programs would add up to $6,714 per year
  • Your price for the Master Membership will be $2,997: $3,717 off –a 55% discount
  • We'll also credit the value of your existing memberships toward the Master Membership fee

Global discount of 25% applies to anything else purchased from Horsesmouth:

  • Whether that's small like printing the Key Financial Data postcard every year
  • Or big, like attending a workshop, which could save nearly $500 each event

Global discounts also apply to Horsesmouth's software partners:

  • 25% off College Aid Pro
  • 25% off Holistiplan

7 Ways to Use Your Master Membership

1. Deliver presentations on more than 35 different technical topics:

Some of the most successful advisors these days grow their business by positioning themselves as THE Financial Educator in their region. They deliver a steady schedule of classes, workshops, and lunch-'n'-learns demystifying and simplifying the complex decisions the public must make about their finances and financial planning needs.

2. Execute a monthly, turnkey marketing plan:

Just personalize and send. It's that easy for you and your team to get compelling communication out to clients and prospects, including newsletters, article reprints, information handouts, and educational presentations. Just pick, personalize, download, and send. It couldn't be easier.

3. Get instant-access to 60+ other marketing campaigns:

In addition to your monthly marketing plan, your Master Membership gives you and your team complete access to the Advisor/Client turnkey marketing program, including more than 60+ campaigns. That includes access to the annual Marketing Bootcamp program and an array of client communication campaigns and action webinars.

4. Provide important resources to clients and prospects:

As a Master Member, each year you'll get 50 copies of the laminated handout guides from Savvy IRA, Savvy Social Security, Savvy Medicare, Savvy College Planning, Savvy Long-Term Care Planning, Savvy Generational Planning, and the Tax Law Briefing Program. You'll also get 10 copies of Hack-Proof Your Life Now! Plus, you get the 25% discount off 100 copies of Key Financial Data and other custom information products.

5. Touch clients with personalized newsletters and educational articles:

Never want for communications with clients and prospects. Your Master Membership includes access to a monthly client newsletter, a monthly cybersecurity newsletter, and more than 100 customizable FINRA-reviewed article reprints from leading subject matter experts, with more added every month. Or create your own by leveraging the content in your monthly IRA, Social Security, Medicare, and College Planning newsletters. Or download and customize Charles Sherry's monthly marketing and investing newsletter.

6. Develop your strategic allies and deliver CPE education to CPAs and accountants:

The best way to meet and connect with CPAs and other strategic allies is to support them in their own professional development. When you do that, you're giving first and receiving later. And you're showing off your professional expertise to a critical class of professionals—the ones who can steer their clients your way. Last year, a record number of Horsesmouth members delivered CPE classes to CPAs and accountant.

Now you can, too, with your Master Membership. You get access to more than a dozen CPE-qualified presentations you can teach accountants in your area on topics such as IRAs, Social Security, Cybersecurity, Medicare, College Planning, and more.

7. Learn at in-person technical and marketing training for 25% off:

Master Memberships get the lowest registration price for our in-person workshops. Attend workshop trainings in tax planning, Social Security, IRAs, Medicare, Financial Educator Marketing, Webinar Marketing, Cybersecurity, and more.

Want Even More Detail? Here's Everything You'll Get in One Chart:

Technical Program
Technical Materials & Tools
Marketing Materials

Savvy Social Security Planning for Boomers

The FA's Guide to Savvy Social Security Planning

  • The FA's Guide to Savvy Social Security Planning (175-pg)
  • Online suite of 7 calculators
  • 135 Social Security Questions Answered
  • Social Security Q&A Forum
  • Social Security Audit Tool
  • Twice monthly newsletter
  • Updates Blog
  • Members-Only Website
  • 12 CE Credits
  • Program Leader: Elaine Floyd, CFP
  • 6 FINRA-reviewed PPT presentations & scripts
  • Guide to Social Security handout (50 copies)
  • Social Security Quick Reference Postcard
  • Marketing Toolkit
  • 30 Brandable Educational Articles

 

 

 

 

Savvy Medicare for Boomers

The FA's Guide to Savvy Medicare Planning

  • The FA's Guide to Savvy Medicare Planning (175-pg)
  • 100 Medicare Questions Answered Medicare Q&A Forum
  • Twice monthly newsletter
  • Members-Only Website
  • 6 CE Credits
  • Program Leader: Elaine Floyd, CFP
  • 4 FINRA-reviewed PPT presentations & scripts
  • Guide to Medicare handout (50 copies)
  • Marketing Toolkit
  • 12 Brandable Educational Articles
  • Health care Quick Reference Postcard
  • Medicare Enrollment Planning Flowchart

 

Savvy Tax Planning for Boomers

  • The FA's Guide to Tax-Planning Changes Through
    Four Stages of Retirement (175-pg)
  • FA's Guide to the New Tax Law (55-pg)
  • Medicare Q&A Forum
  • Monthly Newsletter
  • Members-Only Website
  • 10% discount on software
  • 8 CE Credits
  • Program Leaders: Jeffrey Levine, CPA/PFS, CFP, CSW, MSA
    and Debra Taylor, CPA/PFS, JD, CDFA
  • 3 FINRA-reviewed PPT presentations & scripts
  • New Retirement Rules handout (50 copies)
  • Key Tax Changes From the Tax Cuts & Jobs Act Postcard
  • FINRA-reviewed poster and postcard for marketing workshops
  • Guide to Taxes & Retirement handout (50 copies)
  • Retirement Tax Strategy First-Meeting Guide
  • New Tax Law First-Meeting Guide
  • 10% discount on Holistiplan tax planning software
  • 5 Educational Articles
  • Marketing Toolkit
Savvy IRA Planning for Boomers
The FA's Guide to Savvy IRA Planning
  • The FA's Guide to Savvy IRA Planning (200-pg)
  • 150 IRA Questions Answered
  • IRA Q&A Forum
  • Monthly newsletter
  • Members-only website
  • Members-only update webinars (2x/yr)
  • 10% discount on software
  • 12 CE Credits
  • Program Leader: Jeffrey Levine, CPA/PFS, CFP, CSW, MSA
  • 5 FINRA-reviewed PPT presentations & scripts
  • Boomers Guide to IRA Planning (50 copies)
  • New Retirement Rules Postcard
  • 5 Educational Articles
  • Marketing Toolkit

 

 

 

Savvy Cybersecurity
  • Book: “Hack-Proof Your Life Now!” 
  • Quick Reference Guide
  • Business Protection Checklist
  • Monthly Newsletter
  • Emergency-Alert Newsletter
  • Members-only website
  • Program Leaders: Sean Bailey, Devin Kropp
  • 4 FINRA-reviewed PPT presentations & scripts
  • Cybersecurity Security Quick Reference Postcard
  • Cybersecurity Business Protection Checklist
  • 10 copies of “Hack-Proof Your Life Now!” book
  • 7 Educational Articles
  • Marketing Toolkit

 

Savvy College Planning
  • The FA's Guide to College Planning (300+ pg)
  • College Aid Pro software
  • 150 College Planning Questions Answered
  • 4 Webinar Training Sessions
  • Monthly Newsletter
  • Live update webinars
  • Members-only website
  • 9 CE Credits
  • 3 FINRA-reviewed PPT presentations & scripts
  • Key College Funding Data Postcard
  • Parent's Guide to Cutting College Costs handout (50 copies)
  • Marketing Toolkit (75 pg)
  • 9 Educational Articles
  • 4 College Planning Reference Lists
  • College Aid Pro Planning Software
Savvy Long-Term Care Planning
  • Getting Long-Term Care Planning Right Presentation Handout
  • Long-Term Care (LTC) Planning Options Client Reference
  • Marketing Toolkit
  • FA Guide (100+ pages)
  • Article Reprints
  • Members-only website
  • 2 FINRA-reviewed PPT presentation & script
  • Family Guide to Caregiving handout (50 copies)
  • Client Meeting Guide
  • Marketing Toolkit
  • Educational Articles

 

Savvy Generational Planning for Boomers
  • The FA's Guide to Generational Planning (175+ pg)
  • Orientation Webinar
  • Legacy/Estate Planning Assessment
  • Legacy/Estate Planning Checklist
  • Family Legacy Worksheets
  • Members-only website
  • 6 CE credits
  • Program Leader: Elaine Floyd, CFP
  • 2 FINRA-reviewed PPT presentations & scripts
  • 1 FINRA-reviewed COI Roundtable Presentation & Script
  • Boomers Guide to Legacy Planning handout (50 copies)
  • Family Guide to Generational Planning handout
  • 8 Educational Articles
  • Client Meeting Guide

 

Advisor/Client
  • Monthly turnkey marketing plan
  • Annual Marketing Bootcamp
  • Annual Trends Review
  • Marketing plan building
  • 20+ webinars a year explaining different facets of advisor marketing
    like lead generation, content marketing, video marketing, podcasts, webinars & events, SEO, Facebook ads, social media & more
  • CPE Credit Guide
  • Monthly Newsletter
  • Program Leaders: Devin Kropp, Sean Bailey, Doug Pierce
  • Annual Master Member Marketing Calendar
  • 60+ Marketing Campaigns
  • 100+ Client-Facing Educational Articles
  • 150+ Emails, Handouts, Postcards
  • Financial Advisor's Annual Marketing Calendar (key deadlines and dates to market around)
  • Client Letter Template Kit

 

Advisor/CPA
  • Annual COI Marketing Plan
  • 5+ webinars
  • COI Reference Guide
  • CPE Credit Guide
  • Bi-monthly newsletter
  • Program Leaders: Sean Bailey, Devin Kropp, Doug Pierce
  • 7 FINRA-Reviewed Presentations for CPE Credit
  • Key Financial Data Mini-Campaign
  • Roundtable workshop events
  • Communications program

 

 

 

Still Have Questions? Want to See the Master Membership in Action? Request a Desktop Demo:

Your quick tour will include:

  • Pinpointing the attributes and content of the Master Membership
  • Programs, features, suitability for your practice, value
  • Overview of handout guides, newsletters, and educational articles
  • Review of the price including any applicable prorated credit
  • Your questions answered

Click here to sign up for a tour or call (888) 336-6884 ext. 1

Sign up Today!

Become a Master member for just $2,997 (a $3,717 savings). If you add up the total cost of all the Horsesmouth Memberships included in the Master program, you'd pay $6,714 a year. Save $3,717 when you join for one low rate of $2,997 a year—minus existing credit for time you have on active memberships.

Your Master Membership 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. To save you time, your Master Membership will be renewed at the end of its term. (You can cancel anytime.) 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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About Horsesmouth

Since 1997, Horsesmouth has been helping financial professionals 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 or (Outside U.S.: 1-212-343-8760)

Or Contact Cliff Moulton at 212-217-1138 or cliff@horsesmouth.com for a free desktop demo

 

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