Capture More Pre-Retiree Business With Lunch & Learns

PLAN & PROMOTE
1. Review On-Demand Webinar
2. Review campaign goals and strategy brief
3. Build campaign list
4. Customize workshop materials
5. Promote workshop with custom postcard & emails

PRESENT LUNCH & LEARN
6. Review event checklist
7. Complete agenda and sign-in sheets
8. Distribute worksheets for attendees
9. Present “How to Get Rollover Ready”
10. Hand-out Evaluation and Request for Info form
11. Hand out 10-Step "Rollover Ready Checklist" with your branding

CONDUCT FOLLOW-UP
12. Review evaluations, send thank-you notes
13. Email out "Rollover Ready Kit"
14. Send 3 custom article reprints
15. Make follow-up phone calls and schedule meetings

HOLD MEETINGS
16. Send meeting confirmations
17. Conduct meetings and set plan

Preview "How to Get Rollover Ready"

As part of the IRA Rollovers program, you'll learn how to present the FINRA-reviewed workshop "How to Get Rollover Ready." Click the player below to see an overview of the the workshop slides which you can customize and add your own branding when you join Advisor/Client. 

  

7 Reasons You Need a Rollover Strategy

1. Because It Showcases Your Expertise. When you can step out into your community and deliver a class, workshop or seminar on the tricky issues pre-retirees face with IRA rollovers, you're showing, not telling, that you're pro steeped in the critical retirement details. That differentiates you from your competitors.

2. Because IRA Rollovers Are Money in Motion. During the next 30 years, an unprecedented amount of assets will crossover from defined contribution plans to rollovers. You've got to have the right value proposition for prospects and clients to make the most of this opportunity.

3. Because There Are Many Rollover Booby-Traps Waiting for the Ill-Informed. It's imperative that people be warned and diverted from making painful, costly mistakes. If you're not heralding the warning, who will be? Your competitors

4. Because the Rollover Is a Major Issue in Retirement Education. There's no question that "retirement" is the KEY topic facing the largest, wealthiest pool of investors in history. Knowing all the ins and outs of the IRA Rollover is imperative. Add it to your knowledge of other key retirement topics to enhance your reputation and expertise.

5. Because It's a Key "Niche" Skill. If you're making "retirement" your Niche, then you need to be able to show your niche audience that you've got them covered on this critical issue.

6. Because Clients and Prospects Are Baffled. Boomers, unlike previous generations, have a lot of questions and not a lot of good information. They need a well-informed expert they can trust.

7. Because a "Lunch & Learn" Is a Great Tactic. A luncheon series works well in a variety of settings—your office, a workplace, a community center or library. It's a substantial addition to your marketing tool set.

The best way to get going with the IRA Rollover Lunch & Learns Workshop program is to do so as a member of Horsesmouth's new Advisor/Client program.

Free With Advisor/Client

Here's how it works.

Advisor/Client is a flexible, continuous year-round program that works on two key aspects of your business.

The first keeps you focused outwardly on cultivating your clients and attracting prospects—always giving you something meaningful to say or do.

It offers a menu of themed marketing and communication campaigns that you can personalize and easily execute as you see fit throughout the year.

The second is internally focused on building your marketing capabilities.

It leads you through key marketing skills programs. Each is focused on helping you create the right messages to meet the right people so your networking, referrals and community work positions you as a leader in your local market or niche, and brings you a steady flow of new prospects who match your ideal client profile.

The Advisor/Client programs are delivered by webinar (live and on-demand archive) and all are supported by detailed marketing and program toolkits (delivered by PDF).

These include personalized client materials and handouts, strategy briefs, campaign checklists, marketing templates, client worksheets, client meeting checklists, FINRA-reviewed email templates, FINRA-reviewed marketing materials, FINRA review letters, one-year licenses to all campaigns, and more.

A key feature of Advisor/Client is your free license to personally brand your campaign materials (PDF) and select client reprints of FINRA-reviewed articles (PDF). Plus, free shipping on all printed materials you order through Horsesmouth and any other Horsesmouth product purchases.

Each separate Advisor/Client campaign and program is available to the general advisor public for prices ranging from $297 to $597 each. The total value of 12 months of the Advisor/Client campaigns and marketing programs exceeds $6,000.

But now you can join Advisor/Client and save $300 when you accept the introductory rate of $697.

Host an IRA Rollover Lunch & Learns Workshop has everything you need to conduct your roundtable campaign and is available for immediate use as part of Horsesmouth's Advisor/Client program. Learn more about how to get Host an IRA Rollover Lunch & Learns Workshop with your Advisor/Client membership…

Learn more here.

The Advisor/Client Solution: The Way You Prospect, Market and Communicate With Clients Changes Forever

We've created something entirely new for you, your clients and your business. Let me explain how it works.

 Advisor/Client is a flexible, continuous year-round program that works on three key aspects of your business: prospecting, marketing and client communications.

 

The first keeps you focused outwardly on cultivating and attracting prospects—always giving you something meaningful to say or do—including engaging clients more deeply.

It offers a menu of seventeen prospecting campaigns that you can personalize and easily execute as you see fit throughout the year.

The second is internally focused on building your marketing capabilities.

It leads you through nine key marketing strategy programs. Each is focused on helping you create the right messages to meet the right people so your networking, referrals and community work positions you as a leader in your local market or niche and brings you a steady flow of new prospects who match your ideal client profile.

The third is client communications (client reprints). It gives you an ever-growing library of FINRA-reviewed articles on important investing and financial planning topics that you can personalize and share with clients and prospects.

The Advisor/Client prospecting and marketing programs are delivered by webinar (live and on-demand archive) and all are supported by detailed prospecting and marketing toolkits (delivered by PDF).

These include personalized client materials and handouts, strategy briefs, campaign checklists, marketing templates, client worksheets, client meeting checklists, FINRA-reviewed email templates, FINRA-reviewed marketing materials, FINRA-review letters, one-year licenses to all campaigns, and more.

Here are the key aspects of the Advisor/Client program in detail:

Ready-to-Use, Turnkey Prospecting Campaigns: Year-Round, Built-In Discipline

Each program comes with a how-to webinar (live and then on-demand in archive) and a step-by-step marketing toolkit (PDF). This includes personalized, FINRA-reviewed client materials (PDF), strategy brief, campaign checklist, marketing templates, FINRA-review letter for compliance, and a one-year license to all campaign materials.

Your Advisor/Client Membership gets you these prospecting campaigns:

Financial Fitness Checkup: Craft a Plan That Keeps Clients Loyal and Devoted Throughout the Year (Available now)

A complete, step-by-step client-service and prospecting campaign

The Financial Fitness Checkup campaign is a 4-week, step-by-step client service and education campaign that targets clients and prospects, identifies short-term needs, and gives you a starting point for helping clients plug the holes in their portfolios and financial plans. It positions you as a caring, big-picture advisor helping investors "get in shape." The campaign can be used any time of the year and as an intake process for new clients. You get:

• Positioning: Helps you foster a reputation for caring about the big picture.
• Marketing materials (FINRA reviewed): Features a "Checkup" worksheet and 3 educational articles to send out once a week.
• Marketing materials (FINRA reviewed): 5 e-mails/cover letters written for you.
• Public relations: Piggybacks on Financial Wellness themes in the media.
• Worksheets: A complete agenda for holding meetings and contacting clients for quarterly follow-ups.

(Free to Advisor/Client Members: $497 for others.)

Hot Summer Client Events: Expand Client Relationships By Hosting a Fun Family Get-Together (Available Now)

Cultivate Deeper Bonds With Your Clients

Show clients and prospects your lighter side with a lifestyle event that is perfect for summer and designed to delight clients, their families, and their friends. In an era when multi-generational marketing will become more and more important, an annual — and fun! — summer event can introduce you to your clients' children and cultivate deeper bonds with all members of your clients' families. You get:

• The Excellent Summer Events List: 10 inexpensive summer events any advisor can host.
• Marketing materials: Create compelling invitations that ‘sell out' your event.
• Checklist: Step-by-step event planning worksheet for making your event a success.
• Talking points: How to socialize at your event.
• Great event SWAG: Send people home with something fun or memorable that gets them talking about you.
• No-fail follow-up: How to continue the conversation with non-client family members.

(Free to Advisor/Client Members: $297 for others.)

Perpetual Prospecting: Low-Key, Low-Cost, Monthly Marketing That Deepens Client Relations and Spurs Introductions and Referrals (Available Now)

If you're executing low-overhead events and activities every month, before long, you'll find your referral and new business pipelines packed. Whether it's a monthly lunch, regular COI memos, or a simple note-writing or “trigger” campaign, you can design and execute a series of low-cost activities that builds prospecting momentum and systematizes your marketing. You'll enhance your reputation as an approachable, engaged advisor with increasing community credibility and visibility. Covers:

• How to introduce yourself to prospects: Target a new prospect every month with checklists and research that gets you in front of — and talking to — new clients.
• How to cultivate COIs: Target a COI with an automated routine that reliably cultivates new centers of influence each month.
• Note marketing: When and how to send notes and small gifts that make you memorable and keep clients talking about you.
• Prospecting on LinkedIn: A step-by-step strategy for mining clients' social networks and generating introductions.
• Trigger campaigns (FINRA-reviewed): Series of article reprints on issues important to clients and prospects that shows you're listening to their concerns.
• COI One-Minute Memos: Monthly emails that keep you top-of-mind with COIs and convey your expertise and credibility.
• Nudge campaigns: Encourage conversations with clients and "nudge" prospects into action.
• Last Friday Webinars: Update, educate, and communicate with clients, prospects, and COIs—step-by-step pointers and checklist.
• Third Thursday Lunches: Kick-off a low-cost lunch strategy that gives clients a venue for bringing in referrals.
• Link Letters: Publish a low-cost email newsletter that offers a personalized communication touch that clients will pass along to friends and family.

(Free to Advisor/Client Members: $497 for others.)

Host a Retirement Income Workshop — How to Hold a Workshop in Your Community That Pre-Retirees Will Rush to Attend (Available Now)

Gets You In Front of Clients and Prospects

Host an event that gets you in front of clients and prospects on a critical topic that gains more and more urgency with Baby Boomers every day. This workshop will get them thinking about how they will live in retirement as preparation for crafting a retirement income plan. Then it goes on to discuss income sources and popular withdrawal programs and finishes with an action plan that includes meeting with you for help and advice. You get:

• Complete guide for how to give a client workshop: How to publicize it, arrange it logistically, deliver it, and follow up
• Workshop presentation (FINRA-reviewed): Script and slides for "Life After Work: How to Create a Sustainable Income Stream in Retirement"
• Invitations (FINRA-reviewed): Email copy and telephone script
• E-mail campaign (FINRA-reviewed): Compelling invitations and language that fill seats.
• Workshop evaluation form (FINRA-reviewed): Attendees turn in at end of workshop to give you feedback and request an appointment.
• Client worksheet and document checklist (FINRA-reviewed): Information form for new clients to bring to their first appointment
• Article reprints (FINRA-reviewed): Key articles on retirement income planning adapted for clients. Great for discussing, sharing, and using for follow-up

(Free to Advisor/Client Members: $597 for others.)

Slideshow for "Life After Work: How to Create a Sustainable Income Stream in Retirement"

The Ultimate Advisor Marketing Kit: How to Create High-Impact, High-Pass-Along Materials That Get You Remembered and Referred

Build a high-impact marketing kit that will keep you top of mind with prospects and COIs. Create marketing materials that tells your story in a natural, authentic way that highlights your credentials, heightens your credibility, and enhances your reputation. Learn a marketing kit approach that is flexible and can serve as a media kit, marketing brochure, and handout for almost any occasion. The Ultimate Advisor Marketing Kit is a leave-behind every COI will want at least five of: one to keep and the rest to pass along to qualified referrals. You get:

• How to write a marketing bio that elevates your stature and credibility without tooting your horn.
• Understanding how to create graphics that help COIs and prospects understand your process in a glance.
• The keys to creating a service narrative that compels referrals and appointments.
• 5 pieces every leave-behind marketing kit should contain: Guide and template.
• How to create "door-openers" that cultivate COI relationships and referrals.

(Free to Advisor/Client Members: $297 for others.)

Cultivating the Power Elite: A 5-Step Campaign for Hosting a Professional Roundtable That Builds Credibility and Standing With COIs

Professional referrals from attorneys and CPAs are the most underutilized source of new business for most advisors. This marketing campaign changes all that with a plan that gets you in front of COIs with a marketing message that showcases your abilities and makes you a desirable colleague. You get:

• How to build a list of prominent COIs in your target market.
• 3 key ways to contact COIs naturally without a sales pitch.
• Create a marketing message just for COIs.
• Marketing materials (FINRA-reviewed): Compelling leave-behinds that COIs will pass along to their clients.
• How to create a COI communication tapping the Horsesmouth Client Reprint library.
• No-fail follow-up: A communication system that will keep COIs working with you.

(Free to Advisor/Client Members: $497 for others.)

Financial Crisis Communications Plan: How to Keep Clients Calm and Confident When the Markets Go Crazy

Every advisor must have a set communications framework to use when a crisis hits. It's imperative that you get in front any big news event that sends the market into an extended tailspin.

 The Financial Crisis Communications Plan will:

• Explain why you need a set plan to work from and customize.
• Tell you what items you should have beforehand.
• Show you how to smartly segment your clients when reaching out.
• Discuss the right level of communication frequency.
• Explain how best to use the variety of communication channels: email, phones, social media, webinars, conference calls, meetings.
• Demonstrate the anatomy of an effective client letter
• Tell you where to find material to share with clients
• Explain how to get good PR during the crisis by making yourself available to the media

(Free to Advisor/Client Members: $497 for others.)

Host A Low-Stress, Open House, Holiday Wine Event

Confidently approach the biggest and busiest prospecting season with a "socializing" strategy that can help you talk to clients, community leaders, COIs, and all those desirable prospects you've always wanted to meet. Whether or not you host your own holiday event, you'll have a complete strategy for filling your social calendar and becoming a memorable, desirable guest. You get:

• How to fill your calendar with productive events.
• Tap into the power of introductions.
• Start conversations with these icebreakers.
• Develop a 'social' elevator statement.
• Make appointments on-the-spot with ‘mini-closes'.
• Tips on hosting your own holiday events.

(Free to Advisor/Client Members)

New 2012 Advisor/Client Programs

2012 Key Data: Kick-Start 2012 With a Simple, But Strong Communications Campaign for Clients, Prospects & COIs ($497 value)

The "Pump It Up, No Excuses" Marketing Boot Camp, Part 1: Your Marketing Strengths & Opportunities—Revealed! ($149 value)

The "Pump It Up, No Excuses" Marketing Boot Camp, Part 2: Rock 2012 With a 1-Page Marketing Plan ($149 value)

The "Pump It Up, No Excuses" Marketing Boot Camp, Part 3: 6 Hot-Button Marketing Messages Every Advisor Needs ($149 value)

The "Pump It Up, No Excuses" Marketing Boot Camp, Part 4: Create Convincing Leave-Behinds for Clients, Prospects & COIs ($149 value)

Target HNW Prospects with High-End Steak Dinners: Prospect with a Series of High-End Dinners that Position You as the Go-To Advisor for the HNW ($149 value)

Referral Clinic ($497 value)

Capture More Rollovers with Lunch n' Learns: Capture More Rollover Business With an Ongoing Event Strategy That Puts You in Front of Pre-Retirees  ($597 value)

Summer Prospecting: Host a Fun Social Event with Your Best COI: Expand Your Prospecting Reach by Teaming Up with a Favorite COI to Host a Social Event for Clients & Prospects ($497 value)

Build a Niche in 30 Days, Part 1: How to Zero In on the Perfect Niche ($199 value)

Build a Niche in 30 Days, Part 2: Develop Your Niche Expertise ($199 value)

Build a Niche in 30 Days, Part 3: Your First Niche Campaign ($199 value)

Referral Clinic ($497 value)

Target the Retirement Business of HNW Business Owners: A 1-2-3 Prospecting Strategy for Capturing More Retirement Business from HNW Business Owners ($597 value)

Holiday Prospecting: Throw a Holiday Party That Starts an Annual Tradition: 10 Steps for Throwing a Holiday Party That Kick Starts Your Prospecting in the New Year ($297 value)

2013 Financial Fitness Checkup: 57 Questions You Want Clients & Prospects to Answer to Uncover New Opportunities & Deliver Your Best Service ($497 value)

 

Client Reprints: Never Lack for Something Meaningful to Share With Your Clients and Prospects

Free, Unlimited Client Reprints (PDF)

Sending articles to clients is key to building, extending trust and credibility…And it's free for Advisor/Client members.

Throughout the year, as an Advisor/Client Member, you'll be supplied with FINRA-reviewed reprints (24 or more) of Horsesmouth articles (PDF) written on key themes that support your Advisor/Client marketing and client education goals.

This growing library of articles will be yours to personalize and send to clients and prospects as PDF reprints or you can order hard-copy (printing and shipping applies).

• Each personalized, FINRA-reviewed article reprint (PDF) is FREE to Advisor/Client Members, but for non-A/C members costs $97. You get:
  
• Timely, professional articles written on key themes that support and extend your client communication and marketing strategies.
  
• Personalized branding. Each article will be branded with your name, firm name, key contact information and your required disclosures.
  
• Unlimited use of the Article Reprints (PDF). You may send the online versions of your branded Article Reprints to as many of your clients as you like.
  
• Free shipping to Advisor/Client Members. Receive free shipping on any Article Reprints or other printed marketing materials ordered through the program.
  

The Benefits of a Client Article Reprint Mini-Campaign

What's great about your free Advisor/Client Client Reprint library is that it's fast and easy to create a mini client or prospecting campaign around your personalized article reprint. Here are some important Client Reprint benefits:

• It's a hassle-free contact with a client or prospect. You can start it in five minutes and it's already FINRA-reviewed.
  
• It demonstrates you're a client-centered, results-oriented, can-do advisor. You're always looking out for your clients.
• It rekindles contact with prospects on your list. Personalized Client Reprints are perfect for a "drip marketing" campaign.
  
• It reinforces your "Opportunity-Solutions" mindset that you have about the business of guiding clients' financial lives.
  
• It's totally flexible. Email a PDF reprint to some prospects and clients. Post a link on your website. Mail a printed copy to key clients or prospects.
  
• It saves you time and money. You can have your personalized Client Reprint PDF in less than 5 minutes and FREE. That means you have more time for other critical and valuable things on your priority list—including spending time out of the office!
  

Ways to Use Articles to Support Your Marketing and
Communications Messages

The Client Reprint feature for Advisor/Client members presents a variety of opportunities for you to position yourself and your business as forward-thinking, innovative and up-to-date. When you join Advisor/Client, here are some easy ways to use it right away:
 

• Email a personalized PDF to all clients and ask them to read and contact you if they have any questions.
  
• Segment your client list and send a separate, personal cover note, or post-it note, that highlights any specific issue or opportunity covered in the article.
  
• Hand out the article at any events you're speaking at or attending.
  
• Give a copy to each client at the end of your next face to face meeting.
  
• When appropriate, send a copy to your CPA contacts letting them know you're sharing it with your clients.
  
• Likewise, when appropriate, send a copy to your Estate Attorney contacts as an FYI letting them know you'd like to hear their thoughts about the topic.
  
• Send a copy to your marketing list. Let prospects know that you're keeping your clients abreast of the topic.

New Articles Added to Advisor/Client
Client Reprint Library All the Time

These FINRA-reviewed Client Reprints are available now. Just personalize and send to clients and prospects:

• Key Financial Data 2012
• What the New Tax Law (Might) Mean to You
• A Workable Solution for Baby Boomers Near Retirement
• 6 Lessons From The Ultimate Gift
• What Really Caused the Financial Crisis
• Asset-Liability Matching for Retirees
• Valuing Portfolios on an After-Tax Basis
• Cracking the Nest Egg: When Accumulation Becomes Distribution
• Retirement Income: Which Accounts to Tap First
• 7 Lessons From the Fourth of July
• Paying for College Is a Family Affair
• Planning a Debt-Free College Education
• 10 Tips for Maximizing Financial Aid
• Holistic Help for Caregivers of Aging Parents
• Selling Estate Assets at Auction
• Checklist: Is It Time for Assisted Living?
• Understanding Guardianship for Older Adults
• The Art of Managing Retirement Assumptions
• Get Ready for 7 Serious Life Transitions Ahead
• The Importance of Asset Location in Retirement Income
• Planning for a 30-Year Retirement
• 5 Questions to Ask Yourself 5 Years Before You Retire
• Cracking the Nest Egg: When Accumulation Becomes Distribution (COI edition)
• Retirement Income: Which Accounts to Tap First (COI Edition)
• Understanding the European Debt Crisis
• How Cost-of-Living Adjustments Affect Social Security Benefits
• Creative Social Security Claiming Strategies: Understanding the Nuances
• Life Expectancy and Social Security
• Social Security as Longevity Insurance
• When to Apply for Social Security Benefits
• Will Working Longer Help—or Hinder—Your Social Security Benefit?
• Developing a Realizable Vision for Retirement

(Free to Advisor/Client Members— $97 each for non-members)

FREE Key Financial Data 2012 for Advisor/Client Members 

Free, 2012 Key Data (PDF)

As a member of Advisor/Client, we want to be sure you're communicating with your clients in a variety of ways throughout the year.

One useful, important communication you can send at least every year—plus reminders around tax time and extension deadlines—is that year's Key Financial Data. It's free (PDF) for all Advisor/Client members.

In addition to sending it to your clients, of course, it's a great "pass along" to your strategic allies and other centers of influence in your community.

So when you join Advisor/Client, one of the first things to do is set up your personalized, PDF version of the current year's Key Financial Data.

 Everyone should have fingertip access to the brackets, thresholds, limitations and exemptions that affect everyone: clients, prospects, CPAs, attorneys and other professionals. Your Advisor/Client membership makes it happen.

Horsesmouth Membership: Daily Guidance on Running Your Business

When you become an Advisor/Client Member, your Horsesmouth Membership is automatically included in the program ($189 value). NOTE: Paid Horsesmouth Members who join Advisor/Client will have their annual renewal date extended by the number of months remaining on their normal HM Membership.

You get complete, ongoing access to the daily Horsesmouth Membership service, including the Daily Oats, the Horsesmouth archive of over 6,000 articles, and all other special rights and privileges associated with the membership. You continue to get action-oriented financial planning, business development, practice management, investment strategy, time management and motivation features that help you successfully grow your business.

How to Establish Yourself as the Retirement Expert in Your Community Get everything you need to run an IRA Rollover luncheon series and meet pre-retirees. Clients and prospects need help getting ready for retirement. Join Horsesmouth's Advisor/Client and get a complete, step-by-step IRA Rollover Lunch & Learns workshop program. We teach you how to plan, promote, and present the workshop and then guide you through the critical follow-up with clients and prospects on their rollover issues.

Never Want for Prospecting and Marketing Discipline Again

 Now—and this is important—if you could have all the knowledge contained in the Advisor/Client campaigns, all the knowledge in the Advisor/Client marketing strategies, all the Advisor/Client article reprint mini-campaigns, then you'd never suffer from lacking prospecting and marketing discipline, right?

 In fact, your business would be in a solid, steady, dependable upward growth trend driven by satisfied clients, ready to refer you.

If you do not have this knowledge and these resources… if you do not have your own prospecting campaigns, your own marketing strategies and your own library of high-quality, fresh Client Reprint articles, you will have to spend a lot of time and money to acquire them.

Or you could simply not do them and continue have lackluster prospecting and marketing… and therefore, lackluster growth and success…It's as simple as that.

But if you join Advisor/Client, you get a year-long calendar filled with prospecting campaigns, marketing strategies, and opportunities to meaningfully communicate with clients (and prospects)… And you get the support and discipline you need to succeed.

The $49.75 Embarrassment

If you hired a marketing consultant or a marketing manager to create the Advisor/Client client campaigns, marketing strategies, and client articles for you, you could easily spend $75,000 or more, not to mention all the time you'd spend just explaining what you need and reviewing all the work involved.

Or you could outsource the work to a marketing organization. But you'd still spend $6,000 to $15,000 a year—and still spend time you don't really have supervising and overseeing the development of the materials.

You could even cherry-pick just a couple of Advisor/Client campaigns and four quarterly client article reprints and pay the non-Advisor/Client prices. That would still cost you around $1,500 a year.

Here's the embarrassing part.

We're pricing Advisor/Client in the first year at $697—discounted from $997 during our introductory year.

For that price, you can have seventeen prospecting campaigns; nine marketing strategies; and unlimited (PDF) use of 24+ Client Reprint articles — all for a whole year.

But let's suppose you're just interested in the nine marketing strategies alone—nothing else. How much is that? When you join Advisor/Client, you can have them all for a total of $99 each.

Now, let's suppose you're just interested in the seventeen prospecting campaigns alone—nothing else. How much is that for the full year? You can have them all for a total of $41 each.

Alright. But let's suppose you want both the seventeen prospecting campaigns and nine marketing strategies. How much does that cost you per program if you join Advisor/Client? You can have them all for a total of less than $27 each.

Now, let's look at the Client Reprints alone.

Let's suppose you join Advisor/Client just for the Client Reprints privilege. How much is that? You get a full license to print the PDF versions on your own or email them or post them on your website—and that works out for 24 of them to $29.00 per article.

I think you can see my embarrassment here. Never before has so much been offered to advisors. It's an astonishing bargain. And it's an embarrassment of riches for the smart advisors who join Advisor/Client.

How Can We Offer So Much for So Little?

It's a very good question and the answer I'm about to give you I offer with a heaping dose of modesty and humility…

When I break down the costs like this and show you the tremendous value you're getting in this program, it looks like I'm selling short the value of our program.

After all, we've got an entire team of writers, editors, designers, compliance experts, and marketers working on your behalf throughout the year, rolling out all the 2012 prospecting campaigns, marketing strategies and client reprint features.

But the reasons we're making it so affordable are two-fold:

First, because the programs are being developed now, we're offering you a dramatic first-year price break and the lucky opportunity to become a Member of Advisor/Client.

As an active Advisor/Client Member, you'll have access to all those campaigns for use at any time.

Second, we want you to succeed by growing your business and giving your clients the best advice possible.

This is a difficult period for all people. Investors need financial advisors who will act as leaders, coaches or guides helping them maneuver through difficult times.

Everyday since 1996, Horsesmouth has organized itself around a simple principle: What can we do today to help advisors succeed.

The Advisor/Client program is the cutting-edge solution we've created to make that happen.

And we want to be sure that those advisors who've known us over the years get a chance to get in on the program at the "ground floor" for the most affordable price possible.

What About Compliance Hassles?

Don't we all wish they'd go away. But that simply won't happen. But what we've done with all Advisor/Client marketing materials is to try to make your life per compliance a lot easier.

We're taking the time and spending the money to get FINRA-review letters for everything we offer you to offer your clients and prospects.

Does that mean your compliance hassles disappear forever? Hardly. But in many cases, we've heard from advisors already using Advisor/Client that the inclusion of FINRA-review letters has made their compliance challenges much less difficult—some even say easy.

Will that be the case for you? I don't know.

But it's very important to keep in mind the full range of help and support included as part of Advisor/Client—it's a lot more than simply the FINRA-reviewed prospecting campaigns. Take a look at the value chart below.

Advisor/Client Member Value
What you get with Advisor/Client	Retail price for non- Advisor/Client	Total value
17 client marketing and prospecting campaigns	$297-$597 each	$7,207.00
9 marketing strategy programs	$297-$497 each	$2,481.00
24+ personalized client article reprints licenses	$97 each	$2,328.00
Horsesmouth Membership for one year	$189	$189.00
Bonus Audio Automatic Referrals— 7 CD set	$97	$97.00
Member savings	$300	$300.00
TOTAL VALUE		$12,302.00
YOU SAVE		$11,605.00
YOU PAY ONLY		$697.00

What Kind of Results Will I Get From Advisor/Client Campaigns?
Early Reports Look Good—As Expected

Here are some of the very specific comments we received from advisors who carried out the campaign:

The Discipline Works

"It got me to schedule several year-end meetings that I could have easily put off until next year. Once the meetings were scheduled, it presented us with a good opportunity to look out over the next 12 months and figure out what we need to accomplish." — Steve Cannon, CFP®, ChFC®, CRPC®, San Diego, CA

Uncovered Opportunities

"I thought it was an excellent tool to get my clients thinking about personal financial planning and estate planning. It uncovered a lot of opportunities for additional work for me. I expect to be busy… for quite some time as a result of using the checklist. Thank you." — Raymond Jeffs, Hampton, NH

A Conversation Tool

"It's a great tool to send out to clients and to use in conversations with clients and prospects." — Mike Armstrong, CFP®, Saskatchewan, Canada

Distributed in Multiple Channels

"I sent this out as an e-mail attachment, distributed at chamber events and other networking opportunities; offered as a download on my website for prospects who provided a name and e-mail address." — Mark Dennis, CFP, Fernandina Beach, FL

A Turnkey Marketing Program

"I liked it because it was professionally done and it was a turn-key marketing program. It enhanced my image among my clients and prospects." — Murray L. Hougen, San Diego, CA

Reaching the Otherwise Unreachable

"I used the campaign primarily as a prospecting tool. It provided a legitimate way to reach people that we wouldn't have been able to reach otherwise." — Greg Schmitz, Plano, TX

Got the Clients to Call the Office

"Clients emailed or phoned me saying what a great idea it was that I sent this out. I had one client call me direct to see how he could lower his tax bill as he had an unusually large income for 2010 due to a high commission sale of a business." — Mike Miller, Plymouth, MN

There's No Other Advisor Prospecting, Marketing and
Communications Program Like This

We've created Advisor/Client to help you save time and money, grow your business and achieve the level of success you deserve.

Advisors don't just need to be told to do a better job at marketing to prospects and communicating with clients. They need the specific tools, strategies and tactics to make it happen in an easy and consistent manner.

And they need a marketing partner to tell them what comes next in the ongoing plan, how to do it, and then supply the necessary creative materials to do it. That's what Advisor/Client is all about.

If you follow our advice and incorporate Advisor/Client into your business, you'll start enjoying the benefits of a clear, consistent and powerful prospecting, marketing and communications program:

• Satisfied clients motivated to refer you
• Eager prospects ready to sit down and come under the wing of your guidance
• Growing new assets under management
• More free time of your own choosing.

Plus, because Horsesmouth's Advisor/Client acts as your marketing partner, you're getting a steady diet of new marketing and communications campaigns, new marketing strategies, new FINRA-reviewed, personalized articles to share with clients and prospects (and free shipping if you print them), and the reliable insights of a full Horsesmouth Membership.

The Advisor/Client Solution: We Handle Your Prospecting and
Marketing—You Handle the Clients…

All told, you're getting a virtual marketing director who's spending every day creating new strategies and developing materials to keep your business vital, up-to-date and relevant to clients and prospects.

The Advisor/Client program is going to change the way advisors build their businesses. I invite you to enter the program now and start enjoying all its benefits.

This is your chance to really take control of your prospecting, marketing and communications efforts by putting the Advisor/Client program into your business

It'll help you create a stronger, confident presence in your community and among your target markets. The consistency and timeliness of the high quality marketing will enhance your reputation and boost your importance in the eyes of your clients and prospects.

All told, you'll be a better and more effective financial advisor. Not to mention more relaxed and comfortable knowing you've got a steady, ongoing prospecting and marketing program supporting your goals.

I've seen a lot of financial advisors struggle over the years because they were too overwhelmed with the many demands of the business, so their vital prospecting, marketing and communications suffered.

Their businesses never grew. Don't let that to happen to you.

You deserve to be successful. So I urge you not to procrastinate. Go ahead now and become a Member of the Advisor/Client program.

What Happens Next? 5 Things to Do When You Start Using Advisor/Client

Once you complete the Advisor/Client sign-up process, you'll be enrolled in the program right away and can begin using your prospecting, marketing and client communication programs.

You'll receive access to a special Advisor/Client area of Horsesmouth immediately and you'll be able to do these things right away:

#1. Launch a Prospecting Campaign: Seventeen times a year, you'll be introduced to a new prospecting and client campaign designed to get you interacting with clients and prospects. Each campaign is explained in a webinar you can view live or on-demand after its original airing. And each comes with a Campaign Toolkit with tools, templates, outlines, guides and detailed instructions you need to launch your campaign.

You may chose to implement the full campaign right away, implement parts of it now, or wait until a later date to use that campaign. Once the campaign is introduced, it's open and available to you to use at any time.

#2. Build a Marketing Strategy: Nine times a year, you'll be invited to launch or revitalize the most important elements of a good marketing plan. These sessions are delivered by webinar and always available for replay. Each one builds on the other and takes you step by step through completing critical strategies you need to have unique, powerful marketing. Each strategy comes with tools, templates, outlines, guides and detailed instructions you need to craft the strategy.

#3. Send Personalized Client Reprint Articles: Each month, we add new, FINRA-reviewed articles (PDF) to the Client Reprints library. You can go in there and select which articles you want to personalize and share with clients. You'll be able to create, print and/or send personalized PDF copies FREE to your clients and prospects. (A $97 savings each time you send one.) Or order Custom Print hard-copies (free shipping for Advisor/Client Members) through Horsesmouth.

#4. View Your Prospecting and Marketing Strategies Schedule: You're automatically enrolled in each program and will receive email reminders about the programs. Remember, everything is recorded for easy review later, so you don't have to worry about missing a live session.

#5. Use Horsesmouth: Of course, your Advisor/Client Membership gives you complete access and privileges to the full set of Horsesmouth resources, including instant access to more than 6,000 articles and the best business building, practice management, financial planning and investment strategy content available.

FREE Bonus: Audio Automatic Referrals for Your Listening

As a special "Welcome to Advisor/Client" gift, when you join, we'll send you a FREE audio version of Horsesmouth's popular program, "Automatic Referrals."

Audio Edition: Automatic Referrals: How to Instill Discipline in Your Referral Strategy and Guide Your Clients to Deliver Perfect Prospects Every Time ($97 value.) This special audio edition of Automatic Referrals is ideal for listening while commuting, exercising or doing paper work. Understanding and implementing a multi-faceted referral strategy is part of the Advisor/Client strategy. So it's important you're familiar with this classic referral program. You get:

• 7-disk CD set guides you step by step in transforming your referral strategy.
• 13 Action Research Summaries give you detailed review of each recorded chapter for fast reference to key points.
• 11 reusable worksheets and checklists to put your plan into action.
• 4 detailed case studies showing how advisors succeed with referrals.
• Plus, real-life referral insights gleaned from more than 1,600 advisors.

It's always good to get a refresher on the Automatic Referrals concept regardless of your level of experience and comfort with referrals.

The Advisor/Client 100% Risk-Free Guarantee

The Advisor/Client program is all about helping you save time and money by delivering important, relevant marketing and communications programs you can use to connect meaningfully with clients and prospects.

We're your virtual marketing director. Enjoy the full value and benefits of the program by integrating it into your marketing and communications programs for a full year.

If you're not completely satisfied with the quality of the program and the results of the campaign and marketing strategy program, we'll issue a 100% refund of your membership. You just need to confirm you've deleted all materials you received under the Advisor/Client license. It's that simple. So joining is completely risk-free. Just contact us at: Horsesmouth, 21 W. 38th St., 14th Fl., New York, NY 10018. Phone: 212-343-8760, Ext. 1

The Fundamentals of Steady Client Growth for Advisors

Thank you for taking the time to read the Advisor/Client story. Let me leave you now with some final thoughts about how to respond to the prospecting, marketing and client communications challenges you face.

Your business grows based on your ability to meet new people and convince them to work with you…

You convince them to work with you by first building trust and credibility.

You build trust and credibility by consistently sharing your values about how and why you work so hard with your clients.

You share your values by consistently "broadcasting" your key messages.

Your key messages embody your wisdom, insight and experience and are delivered through your prospecting, marketing and client communications.

And your prospecting, marketing and client communications are the drivers of steady new client growth—and consistently satisfied clients.

That's why we've created Advisor/Client for you.

To save you time, give you prospecting and marketing discipline, and allow you to enjoy the full level of success and professional freedom and independence you deserve. Learn more here.

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.

Best,

Sean M. Bailey
Editor in Chief
Horsesmouth
21 West 38th Street, Fl 14
New York, NY 10018
888-336-6884, ext. 1

P.S. Remarkably, for just less than $2 a day, you can put Advisor/Client prospecting and marketing discipline into your business and begin enjoying all its time-saving benefits. Go here to accept our Member offer. It'll be the best business investment you make this year—possibly ever.

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