The retirement health care challenge—helping clients plan for the great unknown. Your clients are getting ready to enter the Medicare labyrinth, and they’re not getting the advice they need from their employers. Medicare’s a complicated, multi-part program tangled up in both the government and private sector. Knowing what to do, and when, is not intuitive. Deepen your understanding of Medicare and health-care-related topics, learn the structure of the Medicare program and common planning pitfalls, and become a trusted resource for your clients and prospects.
Get the Medicare expertise needed to demonstrate your continued value to clients as they navigate the challenging retirement healthcare landscape! Savvy Tax Planning School for Advisors
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Join us for a four-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. This workshop 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!
Help clients pay lower taxes by developing tax planning strategies for retirement and beyond—they’ll love you for it and refer you!
Discovery Meeting Workshop
Virtual Workshop: September 8–9
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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.
Finally learn what really works (and why) in the discovery process!
AI Marketing for Advisors Workshop
Virtual Workshop: October 23, 30, November 6, 13 and 20
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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 your complete 2025 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
Our industry’s first AI marketing program tailored for advisors. No AI experience required. No technical expertise needed. Just a desire to grow your practice.
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