Horsesmouth

Horsesmouth Horsesmouth helps tens of thousands of financial advisors every day to serve their clients and build

Horsesmouth helps financial professionals educate their clients and grow their businesses. Every day, we serve tens of thousands of advisors, consultants, agents, accountants and other professionals, representing every major financial firm and business model. We are guided by extensive primary research and two decades of experience. The company was founded in 1996 and is headquartered in midtown Manhattan, with employees spread out across the country.

09/03/2026

Most advisors sit down to plan next year in January.

By then the good venues are booked, the speakers are committed, and the first mailing is already late. The first six to eight weeks of the year get spent catching up.

Next year is not planned in January. It is planned in September and October, while there is still lead time to work with.

This is a look inside the Horsesmouth Monthly Marketing Mastermind, the members-only hour where Master Members work through what is actually on their marketing calendar.

In this session:

- Why September and October decide whether next year runs on a plan or a scramble
- The lead-time mistakes that cost advisors six to eight weeks every January
- A 30-day action list that puts you into 2027 ahead of schedule
- How advisors are using the fall health care and cybersecurity campaigns to fill the calendar

Bring your questions. We'll take them live.

Social Security and Medicare knowledge doesn't just help your clients. It wins them.Advisors in our Social Security & Me...
08/14/2026

Social Security and Medicare knowledge doesn't just help your clients. It wins them.
Advisors in our Social Security & Medicare Workshop learn what really drives prospects to choose one advisor over another — and how to build the expertise and marketing system to make that choice easy.
Virtual workshop starts September 15:https://www.horsesmouth.com/ssworkshop

08/06/2026

You filled the room and delivered a strong presentation. Then nothing happened.

The workshop doesn't close business. The one-on-one meeting that follows does, and most advisors leave it to chance. Join us for a live peek inside Horsesmouth's Monthly Marketing Mastermind Meeting: three ways to book the follow-up before attendees leave the room, why naming a dollar value on your free consult lifts response, and the follow-up timeline that prevents no-shows.

08/04/2026

The advisors who stand out today understand how taxes affect retirement income, withdrawals, Social Security, Roth conversions, and long-term wealth.

That's exactly why proactive tax planning has become one of the fastest-growing areas of financial advice.

In this short video, Debra Taylor explains why every advisor should develop this skill.

Ready to put these strategies into practice?

Join our upcoming Savvy Tax Planning Workshop, where you'll learn how to:

• Evaluate tax planning opportunities throughout retirement

• Apply practical strategies in real client scenarios

• Increase the value you deliver during planning conversations

• Earn CE credit while expanding your expertise

Seats are limited.

👉 Reserve your spot today: https://www.horsesmouth.com/taxschool

What if your next wave of ideal clients isn't who you think it is?For years, financial advisors have built successful ma...
07/20/2026

What if your next wave of ideal clients isn't who you think it is?

For years, financial advisors have built successful marketing strategies around Baby Boomers. Today, another generation is stepping into its prime earning, investing, and retirement planning years.

Gen X is becoming one of the biggest growth opportunities for advisors who know how to reach them.

Join us for this free webinar to learn how to adapt proven educational marketing strategies to connect with Gen X prospects and build lasting client relationships.

📅 Thursday, July 30
🕓 4:00 p.m. ET / 1:00 p.m. PT

Register here: https://hmlanding.horsesmouth.com/the-next-great-client-acquisition-opportunity-7-30-26?

Social Security and Medicare knowledge doesn't just help your clients. It wins them.Advisors in our Social Security & Me...
07/02/2026

Social Security and Medicare knowledge doesn't just help your clients. It wins them.
Advisors in our Social Security & Medicare Workshop learn what really drives Boomer clients to choose one advisor over another — and how to build the expertise and marketing system to make that choice easy.
Virtual workshop starts September 15. https://www.horsesmouth.com/mktgpage/SSWS_V

Tasks that used to take hours are taking minutes. Advisors who know how to use AI aren't just saving time — they're rein...
06/30/2026

Tasks that used to take hours are taking minutes. Advisors who know how to use AI aren't just saving time — they're reinvesting it.
Our AI-Powered Financial Advisor program gives you the skills, the frameworks, and the habits to start doing the same in your practice.
Thursdays starting July 9. https://www.horsesmouth.com/mktgpage/AIWS

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230 Park Avenue, 3rd Floor West
New York, NY
10018

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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