Discovery Meeting Workshop
Virtual Workshop: September 8–9
The Discovery Meeting Workshop is our industry’s only two-day, research-based, virtual workshop that:
-
Examines how advisors run their all-critical Discovery Meeting…
-
Identifies 20+ challenges that interfere with getting your best results…
-
Teaches you what really motivates prospects to accept your offer to become a client and why…
-
Shows you exactly how to start making immediate improvements in nearly 30+ different areas…
-
Offers you the option, after the workshop is over, to have your new Discovery Meeting recorded with our Discovery Meeting actors and analyzed by our team (This is optional but recommended for best results.)…
-
Gives you an immediate ROI by showing you how to find better clients, more efficiently…
-
Gain critical insights that boost results by 10%, 20%, 30%, or more.
Sessions will be recorded and replays will be available for 90 days
Social Security/Medicare Workshop—Boomer Spike Coming!
Virtual Workshop: September 15–18
Deepen your understanding of the nuances, learn the range of claiming strategies, and build your base of Social Security and Medicare expertise.
-
What does longevity mean for your clients? Working longer? Helping dependents? Planning for widows?…
-
Get up to speed on the growing and complex ways the two biggest retirement programs interact and impact retirees and pre-retirees…
-
SS and Medicare will continue to be critical topics this year, and beyond…
Sessions will be recorded and replays will be available for 90 days
The AI-Powered Financial Advisor Program
Virtual Workshop: September 18, September 25, October 1, and October 9
Master the power of generative AI and transform your business in just four weeks! The AI-Powered Financial Advisor is our industry's only four-week virtual training program that empowers financial advisors to effectively integrate generative AI models into their daily work and practice.
Through a series of focused sessions and practical modules, you will:
-
Develop a deep understanding of generative AI principles and how leading models like ChatGPT and Claude will boost your business IQ
-
Master the art and science of effective prompting for seamless collaboration with AI
-
Discover AI-driven content creation strategies for meaningful marketing and client engagement
-
Learn leadership strategies for successful AI adoption and team empowerment
Sessions will be recorded and replays will be available for 90 days.
About Horsesmouth
Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.
FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)