NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Ideally, you have your marketing plan laid out for the year. But even if you haven’t had the time to create a formal plan, don’t worry: these are the key activities that should form the backbone of your efforts.
Funnel marketing has been promoted as the primary mode of lead-generation for years, but for several reasons it is not the best method for advisors—especially in the 2020s.
A marketing plan is your roadmap to attracting the best clients, but it need not be complicated to be effective. Hit these five key areas and you will create a solid and actionable plan for the year.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025