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PRODUCTS

2-Day Intensive Social Security/Medicare Workshop

Financial Educator Marketing Workshop

Key Financial Data for 2017

Hack-Proof Your Life Now!

Savvy College Planning

Savvy IRA Planning With Ed Slott and Company

The Savvy Parents’ Guide to Cutting College Costs

The Baby Boomer's Guide to IRA Planning

Savvy Social Security Planning for Boomers for 2017

Social Security Mastery Program

The Baby Boomer's Guide to Social Security

The Baby Boomer's Guide to Medicare

50 Things: What a Professional Financial Advisor Does for You

Rich Niche Prospecting Program

Savvy Cybersecurity

Savvy Cybersecurity Quick Reference Guide

Advisor/CPA

Advisor/Client

Savvy Medicare Planning for Boomers

Medicare Mastery Program

My Journey to $1 Million

The Baby Boomer's Guide to Medicare

Healthcare Quick Reference Guide

Ritual Report and Toolkit

How to Create Sustainable Income in Retirement

4 Strategies for Creating Retirement Income

Key Planning and Investment Deadlines

Key Birthdays Postcard

Secrets of Successful Client Events

Article Reprints Program

The Happy Advisor

Advisor Power

Automatic Referrals Jumpstart Program

Automatic Referrals

Automatic Referrals Audio Edition

Social Security/Medicare Workshop

Social Security, Medicare Workshop and the Trump Revolution

For 2017 we are incorporating Medicare into our 2-day Intensive Social Security workshop. If you have most of the Social Security basics down and now want to see how the Medicare decision layers on top of the Social Security claiming decision, this workshop is for you. This is need-to-know material and offers 10.5 CE credits for the CFP designation..

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Financial Eductator' Marketing Workshop

Introducing the “Financial Educator Marketing Workshop" in Atlanta February 9-10, 2017

We’ll examine all aspects of building your business and reputation as a financial educator: Picking your topic, developing your strategy, choosing the right venue, selecting the right marketing that fills seats, organizing a compelling and effective “classroom” for your attendees, delivering a compelling introduction, engaging your audience to create personal connections, priming your attendees to view you as a credible expert.

After two days of intensively examining how advisors succeed as Financial Educators, you’ll leave with a clear plan of what to do when you get home to start executing your 2020 Financial Educator Vision.

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Key Data 2017

Preliminary Key Financial Data for 2017

When you pass along a Key Financial Data For 2017 Card to clients, prospects and allies, there's no easier and simpler way to remind people of your commitment, expertise, and professionalism.

Key Financial Data 2017 part of your marketing efforts for next year. It's a sound investment in the data that you need to help clients succeed.

Note: This preliminary copy of Key Financial Data is for informational purposes only. Your printed copies will ship in January when all 2017 information is finalized.

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Hack-Proof Your Life Now!

Hack-Proof Your Life Now! The New Cybersecurity Rules: Protect your email, computers, and bank accounts from hacks, malware, and identity theft.

Learn the new cybersecurity rules that we must cultivate in order to achieve higher security: secrecy, omniscience, and mindfulness

When you integrate Hack-Proof Your Life Now! and use it to protect yourself, you'll never worry about getting hacked. You and your clients will learn the new cybersecurity rules to stay safe against the biggest cybersecurity threats we face every day.

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Savvy College Planning

Start Reaching the Wide Range of Generations Struggling with How to Send Their Kids to College…

Enjoy New Levels of Trust and Credibility When You Help Parents Save Money and Keep Their Sanity as They Search for the Colleges Right for Their Kids…

  • Run educational workshops and classes that guide clients and prospects through the tricky minefield of picking and paying for college, even at the late stage…
  • Show clients and prospects how to discover the true price of tuition, living expenses, scholarship opportunities, and financial aid chances…

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Savvy IRA Planning

Boost Your Retirement Expertise—Join Savvy IRA Planning with Ed Slott and Company

Ed Slott and Company and Horsesmouth are now teamed up to get you the critical IRA expertise you need to safely guide your clients past the tax booby traps embedded in every retirement account. Don't lose your share of the $22 trillion retirement market! Add Savvy IRA Planning to your business today.

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The Savvy Parents' Guide to Cutting College Costs

The Savvy Parents’ Guide to Cutting College Costs

This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider when making college planning decisions, including:

  • Why college is a buyer’s market
  • Why there isn’t a simple answer to this question: Will my child qualify for financial aid?
  • How investments impact financial aid
  • Why athletic scholarships aren’t nearly as numerous or lucrative as many families assume
  • The meaning of “demonstrated financial need”
  • How to qualify for the full federal educational tax credit
  • How to discover real college costs
  • How grandparents can save for a child’s education without jeopardizing the child’s chances for financial aid

 

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Savvy IRA Planning

The Baby Boomer's Guide to IRA Planning

This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider when making IRA Planning decisions, including:

  • What is an IRA
  • Who is eligible to contribute to a traditional IRA
  • Traditional IRA contributions
  • How IRA withdrawals are taxed
  • Other potential "side effects" of IRA distributions
  • Roth IRA contributions
  • Roth IRA conversions
  • Income tax-free Roth IRA qualified distributions
  • Other Roth IRA distributions
  • What investments are allowed within an IRA
  • Benefits of tax-deferred growth
  • Retirement assets held in employer-sponsored retirement plans
  • Moving retirement account money
  • Required minimum distributions
  • The importance of the beneficiary form
  • The "Stretch IRA"
  • Trust as IRA beneficiaries
  • Spousal IRA beneficiaries
  • Limits and risks 

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Savvy Social Security Planning for Boomers

 

Savvy Social Security Planning for Boomers for 2017: A Client Education Program

Every day more Baby Boomers approach retirement and they want to know the ins and outs of Social Security. Become the expert your clients need with Savvy Social Security Planning for Boomers, a fully-supported, year-long program.

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PLEASE NOTE: Your 2017 Social Security materials will ship in January.

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Social Security Mastery Program

Social Security Mastery Program

Get the important insights and tools to help you help your clients make the best Social Security decisions possible when planning their retirement income strategy. No client presentations/seminars necessary!

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PLEASE NOTE: Your 2017 Social Security materials will ship in January.

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Boomer's Guide

The Baby Boomer's Guide to Social Security for 2017

This laminated 6-panel guide gives your clients a solid overview of how Social Security works. Perfect to handout at client meetings about retirement income planning.

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PLEASE NOTE: Will ship in January.

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Healthcare Quick Reference Guide

 

Send CPAs and Strategic Allies Your Custom Copy of Horsesmouth's Social Security Quick Reference Guide

No more digging around on the shelves or searching on the Internet for information like:

  • Estimated benefits for worker with maximum earnings
  • Adjusted for early or delayed claiming
  • Estimated PIAs for workers with maximum earnings
  • Social Security cost-of-living adjustments (COLAs)
  • Medicare Part B premiums
  • Maximum wages subject to Social Security tax
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Baby Boomer's Guide to Medicare


The Baby Boomer's Guide to Medicare

Elaine Floyd, CFP®, Horsesmouth's Director of Retirement and Life Planning, has worked to develop a new FINRA-reviewed client-resource on Medicare—one that addresses the basics, but also dives into the more advanced aspects of a complicated topic. It's The Baby Boomer's Guide to Medicare: a FINRA-reviewed reference that nails down all the important information in one digestible, four-page resource.

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Rich Niche Prospecting

50 Things: What a Professional Financial Advisor Does for You

Sometimes you just gotta toot your own horn!

Because clients will forget how valuable you are. They don't see the behind-the-scenes activities. They don't realize all that goes into the check they get each month or the hours spent reviewing accounts.

So remind them of your value with this special reprint, "50 Things: What a Professional Advisor Does for You."

  • Send it to clients and prospects
  • Post it to your website
  • Include it in your Welcome Kit
  • Send each "love note" separately through social media

PDF Print + PDF

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Rich Niche Prospecting

The Rich Niche Prospecting Jumpstart Program

Add a niche strategy to your business in just 30 days and enjoy these benefits:

  • Better, wealthier clients
  • Faster growth rates
  • Higher AUM
  • Greater job happiness
  • More freedom and autonomy
  • Easier to meet prospects
  • Smoother closings
  • More referrals
  • Greater job happiness
  • Enhanced reputation and status

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Savvy Cybersecurity

 

Savvy Cybersecurity—Help Protect Clients and Prospects From the Growing Epidemic of Identity Theft, Credit Card Fraud, Phishing Scams, and Ruinous Hacks...

  • Be your community's knowledgeable source on the variety of frauds and scams targeting the public...
  • Learn best practices for boosting security levels at work, home, on computers and over the Internet...
  • Teach your clients how to boost their personal cybersecurity score and then assume the role of cybersecurity sentinel sending them timely tips and warnings to stay on guard...

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Savvy Cybersecurity Quick Reference Guide

 

The Savvy Cybersecurity Quick Reference Guide

Who will show your clients how to fight the growing cybersecurity threat? It should be you—their financial advisor!

This two-sided reference card allows your clients and prospects to quickly measure their current cybersecurity knowledge gap. Then it provides specific actions they can take to quickly boost their security and protect themselves, their families, and even their jobs.

  • Help clients get safe
  • Send printed copies to local business owners
  • Brand with photo and logo

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Savvy Medicare for Boomers

 

Savvy Medicare Planning for Boomers

Get the Mastery You Need to Help Clients Manage Their Retirement Health Care Expenses!
  • Speak knowledgeably with clients and prospects about Medicare and health care financial planning.
  • Open up new areas of discussion with clients, prospects, and centers of influence.
  • Deepen your relationships with clients by helping them with this complicated and important part of their retirement plan.
  • Deliver excellent service by providing information, resources, and guidance geared to each client's unique circumstances.
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PLEASE NOTE: Your 2017 Medicare materials will ship in January.

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Social Security Mastery Program

Medicare Mastery Program

Get the important insights and tools to help you help your clients make the best Medicare decisions possible when planning their retirement income strategy. No client presentations/seminars necessary!

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PLEASE NOTE: Your 2017 Medicare materials will ship in January.

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My Journey to $1 Million


My Journey to $1 Million: The Systems and Processes That Get You There

My Journey to $1 Million: The Systems and Processes That Get You There is an exclusive guide that will provide you with the systems and processes you need to implement in your business to grow it to the level you desire, even $1 million and beyond. Stop wondering about how to do it and learn from an advisor who succeeded in turning her business around.

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Advisor/CPA

 

Advisor/CPA—Your Master Plan for Building a COI Network

Finally, a CPA/COI strategy that demonstrates your value and expertise and builds two-way trust that boosts your client service and referrals. This year-round program includes:

  • Two FINRA-reviewed "professional roundtable" presentations for CPAs and Attorneys
  • 12 month, step-by-step COI marketing plan
  • Key Financial Data (PDF) mini-campaign
  • 3 members-only webinars to instruct your team on how to rollout your campaigns
  • 6 bimonthly newsletters to keep you and your team on track connecting with COIs
  • UNLIMITED use of the Horsesmouth article reprint library—more than 60 articles to brand and distribute
  • Plus, a full year of regular Horsesmouth ($247 value)

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Advisor/Client

 

Advisor/Client—Turnkey Marketing Program

This flexible, continuous year-round program works on three key aspects of your business: prospecting, marketing and client communications. You get:

  • 28+ prospecting, marketing and client communications campaigns
  • Unlimited use of the article reprint library
  • Referral clinics
  • Client event guidance

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Healthcare Quick Reference Guide

 

Send Clients, Prospects and COIs the Healthcare Quick Reference Guide

People need concise, objective and easy to understand information about Medicare and Obamacare. Now you can give them just that with the Healthcare Quick Reference Guide.

This branded 8.5" X 11" reference has Medicare information on the front and Obamacare details on the back. Each side includes critical information about which programs apply to which people; when to apply, information about premiums and deductibles, and references to other resources with more information.
  • Instant, branded PDF—Share it right now.
  • Printed, branded card—Mail or hand out now.
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Ritual Report and Toolkit

RITUAL: How the Magic of Habit Fuels Daily Success

This Action Research Report (hard copy and disk shipped to you) gives you everything you need to develop a daily ritual that will help you control the chaos, manage your time, stay focused and regularly renew your energy, commitment and motivation. It's based on new research of advisors who use a Success Ritual to keep their personal lives and businesses on track and growing.

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Key Deadlines Fall Postcards

How to Create Sustainable Income in Retirement 

The How to Create Sustainable Income in Retirement postcard helps advisors promote their retirement income workshop  to small groups of pre-retirees.

Details:
  • Card size: 6-1/8"x11" postcard stock.
  • Customizable: contact info, photo, logo
  • Compliance: FINRA-review letter included
  • Hard copies: $0.74 to $1.37 each depending on volume.
  • PDF version included with hard copy order

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Key Deadlines Fall Postcards

4 Strategies for Creating Retirement Income 

The 4 Strategies for Creating Retirement Income postcard helps advisors promote their retirement income workshop to small groups of pre-retirees.

Details:
  • Card size: 6-1/8"x11" postcard stock.
  • Customizable: contact info, photo, logo
  • Compliance: FINRA-review letter included
  • Hard copies: $0.74 to $1.37 each depending on volume.
  • PDF version included with hard copy order

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Key Deadlines Spring Postcard

The Key Planning and Investment Deadlines Quarterly Postcards 

The Key Planning and Investment Deadlines Quarterly postcards covers key deadlines throughout the seasons.

Details:
wine
  • Card size: 6"x9" postcard stock.
  • Customizable: contact info, photo, logo
  • Compliance: FINRA-review letter included
  • Hard copies: $0.73 to $1.27 each depending on volume.
  • PDF version included with hard copy order

Winter Version

Spring Version

Summer Version

Fall Version

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The Key Birthdays Postcard

The Key Birthdays Postcard

Promote referrals. Reinforce expertise. Get people calling.

The Key Birthdays postcard is an ideal client touch with a lot of potential. It simply and clearly asks people if they know anyone crossing these landmark birth dates.

Details:
  • Card size: 6"x9" postcard stock.
  • Customizable: contact info, photo, logo
  • Compliance: FINRA-review letter included
  • Hard copies: $0.73 to $1.27 each depending on volume.
  • PDF version included with hard copy order
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Secrets of Successful Client Events

Secrets of Successful Client Events

Top performing advisors have mastered the critical skill of hosting intimate, low-pressure, and fun client events…Here's how they do it.

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Introducing Horsesmouth's Article Reprints Program

Horsesmouth's Article Reprints Program

Now it's easy to stay connected with clients and prospects by sending them top-rated Horsesmouth articles.

Our Article Reprints program gives you timely access to licensed articles you can present to clients and prospects at any time. You get:
  • Branded with your personalized contact information…
  • Available in PDF (print your own) or Custom Print formats…
  • FINRA-review letter with each article…
  • Fast, affordable mini-campaign or client contact…

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The Happy Advisor

 

How Do You Build a Prosperous Business, Raise a Family, Support a Spouse, and Contribute to Your Community—All While Leading Your Clients Safely Into the Future?

It's a sad truth that few in this world really understand how difficult your job is and how rewarding it can be when pursued with passion, drive, determination, intensity, devotion and dedication.

Thankfully, one of our own totally understands you and your profession. His name is Bill Smith, CFP, a 30-year veteran advisor from San Francisco and a long-time Horsesmouth columnist.

Bill Smith's uncommon wisdom can provide the perspective you need to survive and thrive.

During more than 30 years as a successful advisor, Bill has analyzed every challenge and obstacle one could possibly face in the pursuit of a successful business.

And he's come up with fresh approaches for overcoming each one.

You'll find The Happy Advisor to be an endless source of inspiration and insight, one you can turn to again and again for just the right type of adjustment you need to keep on keeping on.

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Advisor Power

Advisor Power

Get 16 "What's-Working-Now" Action Plans That Deliver Immediate Impact—Happier Clients, Wealthier Prospects, Growing Profits…

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Automatic Referrals Jumpstart

Automatic Referrals Jumpstart

Everything you need in one package to get past the logistical road blocks and mental hang-ups that derail you from mastering a consistent, effective, client-centered referral strategy.

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Automatic Referrals  

Automatic Referrals

How to Instill Discipline in Your Referral Strategy and Guide Your Clients to Deliver Perfect Prospects Every Time:

This action research report walks you through everything you need to craft an effective, workable referral strategy.

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Automatic Referrals Audio Edition

Automatic Referrals Audio Edition

Why do 87% of clients say they are willing to recommend advisors, but only 11% ever get asked for referrals by their own financial advisor?

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