Horsesmouth Store

PRODUCTS

Roth Mastery Study Group

The Art of Consultative Cold Calling

The Constitution

2010 Key Data Cards

Social Security Quick Reference Guide

Savvy Social Security Planning for Boomers

Social Security Mastery Program

The Baby Boomer's Guide to Social Security

Secrets of Successful Client Events

Professional Wine Reference books

Automatic Referrals Jumpstart Program

Automatic Referrals

Automatic Referrals Audio Edition

Rich Niche Mastermind Group

Roth Mastery Study Group

If you feel bombarded by Roth Conversion propaganda, just wait until this fall. The consumer financial media is planning a final blizzard of Roth Conversion features for this fall as the 2010 deadline approaches.

The Roth Mastery Study Group is about providing an objective, reliable community you can turn to for advice and insights as you finish the year strongly working with clients and prospects around the Roth issue. The only agenda the group has is to help you help your clients conduct the best Roth analysis and make the right decisions for each client's situation

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 Green and delivered in a format that will allow you to participate, practice and succeed on the phones.

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.

2010 Key Data Cards:

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.

Social Security Quick Reference Guide:

Retirement benefits are based on the top 35 years of earnings so it's important to get as many "high paying" years in as possible. Working just one year longer in a high paying job could make a substantial difference in your retirement benefits.

This quick reference is designed to help you do Savvy Social Security Planning for baby boomers with maximum earnings who were born between 1943-1954.

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

Every day more Baby Boomers approach 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.

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…

The Baby Boomer's Guide to Social Security: A FINRA-Reviewed Client Handout.

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.

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.

Advisor Gift Pack (20): Professional Wine Reference books

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…

Advisor Power:

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

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.

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.

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?

Rich Niche Mastermind Group:

The Rich Niche Mastermind Group, a year-long online training and coaching program, gives you what you need to develop a niche strategy that will help make your business more profitable and more enjoyable. When compared to generalists, advisors with niche strategies earn more money and enjoy their work more.