Horsesmouth: Coaching Programs

COACHING PROGRAMS

Boomer Spike Coaching Group: How to Do Social Security Workshops and Attract New Clients…Now! (In the Time of Coronavirus) (June-December 2020)

Expert Presenter: Chris Holman

Chris Holman, a Horsesmouth Executive Coach, leads the coaching groups. Chris began his career with EF Hutton, 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.

Opportunity.

You know that becoming an authority on Social Security could be a Golden Ticket to growing your retirement planning business.
You’ve seen that the pandemic is killing the retirement plans of retiring Baby Boomers, and you know that Social Security is a stabilizing force that Boomers can grab hold of.
You have the Social Security wisdom. You may not call yourself an “expert” yet, but you know enough to be able to help retirees and pre-retirees navigate this economic maelstrom that coronavirus has set in motion.
And you want to take full of this once-in-a-lifetime opportunity…immediately!

Challenge.

With social-distancing protocols, face-to-face workshops and meetings may not be possible for many months.
Also, since Baby Boomers are at higher risk themselves, who knows when Boomers will even be comfortable with being inside in a workshop or classroom?
Yet, the need for information and wisdom about Social Security and retirement planning…is now!

Solution.

With the Boomer Spike Coaching Group, you will be focused on getting out there in the world today…to educate Baby Boomers on Social Security and retirement planning.
As such, this coaching group will emphasize virtual workshops…with Zoom, or whatever teleconferencing platform that you prefer.
With the Boomer Spike Coaching Group, you can expect the following:
- Accountability…to yourself, and to the group.
- Action…which is the fundamental condition of successful advisors.
- Achievement…which is the natural outcome of accountability + action.

Summary Statement

The Boomer Spike Coaching Group is for advisors who want capture the virtual urgency of this moment, and help Baby Boomers with their Social Security and retirement planning…now.

By joining the Boomer Spike Coaching Group, you can expect 3 outcomes:

You will complete at least one (virtual) Social Security event within the first 30-60 days,
You will have a plan-of-action for the remainder of 2020,
You will set yourself up to grow your retirement planning business for the next 12-24 months…and beyond.

Learn More about the Boomer Spike Coaching Group

The Savvy Tax Planning Coaching Group (April–September 2020)

Challenge. Advisors who don’t offer proactive tax planning run the risk of hurting their clients financially, AND hurting their own financial future by losing their clients to those advisors who do.

Myth #1: Advisors shouldn’t give tax advice. (Tell that to your clients. In a recent Harris poll, 85% of pre-retirees said they expect their financial advisor to help plan for taxes…and 38% said they’d leave their advisor for one who does help with tax planning.)
Myth #2: Tax preparers are tax planners who help their clients with tax planning strategies. The more likely reality is that preparers look backward, and only look at last year’s numbers. They’re not inclined to do proactive tax planning.

Key #1: Financial advisors who add a tax focus will: save their clients money, boost investment returns, and extend portfolio longevity.

Key #2: The public is eager to learn more about taxes from their financial advisor. (In the same Harris poll, 75% of pre-retirees are interested in learning more about general tax planning.)

Solution. Develop a unique tax planning strategy for clients that will:

Clarify your value proposition as the go-to, tax planning advisor who is a central figure in clients’ tax-efficient income distribution,
Differentiate you from competitors as an advisor who is an authority on the complexities of the 4 stages of retirement,
Build even better loyalty and referability from your clients as your tangible value becomes easier to articulate.

Outcome. Upon completion of the he Savvy Tax Planning Coaching Group, you will have an actual PLAN for your business, i.e. you will know how to differentiate your firm against competitors by having a fully-developed, persuasive approach on the critical importance of maximizing tax planning for prospects and clients. You will also have created processes for ongoing guidance that builds client loyalty, prompts referrals, and helps clients be tax smart and efficient now, and through their retirement.

Learn More about the Savvy Tax Planning Coaching Group

Additional Horsesmouth Group Coaching Programs in 2020:

• Tiny Habits for Big Outcomes Coaching Group (TBD)

• Prospect-to-Client Coaching Group (TBD)

Note: We are finalizing the Horsesmouth Group Coaching schedule for 2020. Stay abreast of future coaching developments by signing up for the monthly newsletter, The Coaching Roundtable.

* Sign up for a complimentary coaching consultation and get Chris Holman's new book, Your Hidden Potential is Patiently Waiting: How to Summon Your Inner Greatness.

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.