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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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Sending your clients a customized Key Data Card is a simple
way to remind them that you're looking out for their best financial
interests. Also great for sharing with key strategic allies.
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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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This flexible, continuous year-round program works on three key aspects of your business: prospecting, marketing and client communications. You get:
- 6 prospecting campaigns
- 6 marketing skills programs
- Unlimited use of the article reprint library
- Referral clinics
- Client event guidance
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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.
- Have a reason to contact them every year during the
annual enrollment period.
- Establish a niche for yourself based on unusual expertise
that blends health care guidance with financial planning.
- Reach out to pre-retirees who need to plan for health
care before leaving the job; this allows you to establish
a relationship before they are faced with the rollover decision.
- Address baby boomers' questions and concerns about how
to manage health care expenses in retirement
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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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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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The Key Planning and Investment Deadlines
Quarterly postcards covers key deadlines throughout the seasons.
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
Winter
Version
Spring
Version
Summer
Version
Fall
Version
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Key Birthdays 2013 — 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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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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Send your top clients a
copy of this gift for all seasons: holidays, birthdays, wine
tastings or just to send the message that you're thinking about
them…
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Now it's easy to stay connected with clients and prospects by
sending them top-rated Horsesmouth articles.
Our Client Reprints program gives you timely access to licensed
articles you can present to clients and prospects on 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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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, a 30-year veteran
advisor from San Diego 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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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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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 Savvy Medicare Planning: a FINRA-reviewed reference that nails down all the important information in one digestible, four-page resource.
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The Art of Consultative Cold
Calling
There's never been a better time to create or revitalize
a calling campaign to meet new prospects. The stakes are high.
Money is in motion.
People need you. You can keep your pipeline humming with
a well-done telemarketing campaign. That's why Horsesmouth is
offering this training program developed by Shawn Greene and
delivered in a format that will allow you to participate, practice
and succeed on the phones.
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More
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The U.S. Constitution
Help Renew the Spirit of the Great American Dream and the
Promise of Democracy
It's the greatest document in the history of the United States,
yet hardly a person owns a copy. Let's commit to turning that
around by doing our small part to share it with people and clients
we admire and respect…. When you order this pack, you get 30
leather-bound, mini-copies of the U.S. Constitution, plus two
great bonuses, including a complete guide to hosting outdoor
client events.
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Social Security Mastery
Program
We've created a new program
that will give you important insights and tools to help you
help your clients make the best Social Security decisions possible
when planning their retirement income strategy…
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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
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
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
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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