Horsesmouth

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Horsesmouth helps financial advisors build better businesses for themselves and their clients. Every day, our flagship online service (horsesmouth.com) delivers the practical how-to guidance, best practices and inspiration necessary for advisors to develop more business, build stronger relationships with clients and manage their practices more effectively. The Savvy Series equips advisors for the future with new technical skills, tools and marketing programs around key financial life issues such as Social Security, Medicare, IRA planning, college planning and cybersecurity. To support year-round marketing and client communications, we offer Horsesmouth Advisor/Client and Advisor/CPA. Horsesmouth Group Coaching offers a hybrid of group and one on one coaching to help advisors achieve goals related to their individual business objectives. Horsesmouth was founded in 1996 and is headquartered in Manhattan, with employees spread out across the country. Through our pioneering flagship online service and advisor community, as well as our acclaimed advisor programs and workshops, Horsesmouth is the trusted partner of advisors across the financial services industry.
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Daily AI Use Among Financial Advisors Doubles, Yet Confidence Gaps Persist: Horsesmouth Survey - Yahoo Finance

Daily AI Use Among Financial Advisors Doubles, Yet Confidence Gaps Persist: Horsesmouth Survey Yahoo Finance

Horsesmouth's Savvy Social Security Planning Maintains #1 Ranking and Earns Exclusive "Software All-Star" Status in 2025 Advisor Survey - Business Wire

Horsesmouth's Savvy Social Security Planning Maintains #1 Ranking and Earns Exclusive "Software All-Star" Status in 2025 Advisor Survey Business Wire

Horsesmouth Launches Enhanced Savvy Social Security Planning Software, Empowering Advisors to Handle More Complex Client Cases - Business Wire

Horsesmouth Launches Enhanced Savvy Social Security Planning Software, Empowering Advisors to Handle More Complex Client Cases Business Wire

Horsesmouth's Savvy Social Security Planning Software Ranked #1 in Advisor Satisfaction—Again! - Business Wire

Horsesmouth's Savvy Social Security Planning Software Ranked #1 in Advisor Satisfaction—Again! Business Wire

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