Most advisors sit down to plan next year in January.
By then the good venues are booked, the speakers are committed, and the first mailing is already late. The first six to eight weeks of the year get spent catching up.
Next year is not planned in January. It is planned in September and October, while there is still lead time to work with.
This is a look inside the Horsesmouth Monthly Marketing Mastermind, the members-only hour where Master Members work through what is actually on their marketing calendar.
In this session:
- Why September and October decide whether next year runs on a plan or a scramble
- The lead-time mistakes that cost advisors six to eight weeks every January
- A 30-day action list that puts you into 2027 ahead of schedule
- How advisors are using the fall health care and cybersecurity campaigns to fill the calendar
Bring your questions. We'll take them live.
Horsesmouth
Share
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
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.
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
Click here to claim your Sponsored Listing.
Location
Category
Contact the business
Website
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 |