Horsesmouth

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?

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

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

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

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

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

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

Half of millennials and one-third of Gen Xers are still financially dependent on their parents, according to a new survey.
The finding suggests that financial relationships between aging parents and their aging children may be changing. https://www.usatoday.com/story/money/personalfinance/2026/06/13/gen-x-millennials-money-help-from-parents/90511736007/

2 million Boomers are retiring every year and the pipeline stays packed until 2028. That's not a trend. That's a decade-long opportunity.
Advisors in our Social Security & Medicare Workshop learn what really builds the expertise and marketing system to capture their share of it.

The virtual workshop starts September 15. Learn more here: https://www.horsesmouth.com/mktgpage/SSWS_V

As scams become more sophisticated through AI, deepfakes, and emotional manipulation, financial advisors are increasingly finding that client protection now includes helping families recognize and respond to modern fraud risks. https://www.horsesmouth.com/why-smart-people-fall-for-scams-and-why-advisors-need-new-conversations-with-clients