Horsesmouth

Horsesmouth 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.

What if your next wave of ideal clients isn't who you think it is?For years, financial advisors have built successful ma...
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?

Social Security and Medicare knowledge doesn't just help your clients. It wins them.Advisors in our Social Security & Me...
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

Tasks that used to take hours are taking minutes. Advisors who know how to use AI aren't just saving time — they're rein...
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

85% of pre-retirees expect their advisor to help them plan for taxes. 38% will leave if you don't.Advisors in our Savvy ...
06/26/2026

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

2 million Boomers are retiring every year and the pipeline stays packed until 2028. That's not a trend. That's a decade-...
06/24/2026

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

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

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