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

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.

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

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?

07/03/2026

Scammers are coming after your clients. People who are approaching retirement are especially fat targets. Learn the signs you can use to protect your clients from having their life savings drained. Use our checklist. https://www.horsesmouth.com/preretirement-fraud-how-scammers-target-retirement-savings

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

07/01/2026

The Financial Educator: Many advisors begin presentations by highlighting their credentials, but prospects are often trying to understand something deeper: why the advisor cares about helping people like them. By sharing a brief personal story that reveals your motivation, you can build trust, create connection, and set the stage for a more meaningful presentation. https://www.horsesmouth.com/how-to-tell-your-why-story-without-making-your-presentation-about-you

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

06/29/2026

Summer is a time for helping certain clients with making key financial planning decisions. Here are four crucial areas to address now—before the calendar starts working against you. https://www.horsesmouth.com/4-client-planning-opportunities-advisors-should-revisit-this-summer

06/26/2026

85% of pre-retirees expect their advisor to help them plan for taxes. 38% will leave if you don't.

Advisors in our Savvy Tax Planning School learn what really separates the go-to tax-smart advisor from everyone else — and how to build the skills and strategies to deliver immediate value to clients.

Virtual workshop starts September 14. Learn more about our Savvy Tax Planning workshop and sign up here: https://www.horsesmouth.com/mktgpage/STPWS_V

Address

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

Website

http://www.horsesmouth.com/

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