Savvy Tax Planning School for Advisors
Virtual Workshop: July 31, August 7, 14, 21

Help clients pay lower taxes by developing tax planning strategies for retirement and beyond—they’ll love you for it and refer you! Join us for a 4-day intensive immersion in tax planning where you’ll discover the skills, concepts, and strategies needed to assist clients and position yourself as the go-to tax-smart advisor in your markets. Led by industry expert Debra Taylor, CPA/PFS, JD, CDFA, a creator of Horsesmouth’s Savvy Tax Planning program. The program will teach you to:

• Build loyalty, referrals, and profits when you add a tax focus to your planning business.
• Steer retirees around the hidden taxes and penalties lurking in Social Security, Medicare, and IRAs—topics many tax professionals know little about.
• Teach the public about the new tax law and how taxes will impact their retirement. Be their guide!

Sessions will be recorded and replays will be available for 90 days.

Learn More and Sign Up

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

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AI Marketing for Advisors Workshop
Virtual Workshop: October 23, 30, November 6, 13 and 20

The emergence of AI has transformed marketing from a time-consuming burden into a powerful opportunity for practice growth—if you know how to use it correctly. Before now, creating and executing a consistent marketing strategy was complicated and time consuming. But AI has changed everything.

This groundbreaking 5-week program transforms you into an AI-powered marketing expert in just 10 hours, helping you:

• Create a complete marketing strategy in your first two-hour session
• Build a consistent content creation system that takes 4 hours a month
• Develop a lead generation strategy that attracts qualified prospects
• Finally establish the marketing habits that drive sustainable practice growth

Sessions will be recorded and replays will be available for 90 days.

Learn More and Sign Up

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)