Horsesmouth — How Advisors Succeed — Every Day
Horsesmouth is a daily, online service that helps financial advisors succeed by getting more clients and growing their businesses. Each day, you will receive action-oriented, how-to features from leading experts and successful advisors, showing you exactly what to do to have an immediate, positive impact on your business. You will also gain access to a growing database of more than 4,500 articles on sales, marketing, business development, practice management, financial planning and investing.
As a NAIFA Member, you receive a 90-day free trial — plus a second 90-days free with your annual Horsesmouth Membership of $189 a year (15 months for the price of 12 — a savings of $75). And your annual Horsesmouth Membership includes your own copy of Horsesmouth's ground-breaking action research report, Automatic Referrals: How to Instill Discipline in Your Referral Strategy and Guide Your Clients to Deliver Perfect Prospects Every Time.
NAIFA Members also receive:
- Client-referral strategies that bring new business
- Team-building tactics that strengthen your practice
- Prospecting case studies that deliver fresh ideas
- Retirement-income planning models that stretch portfolios
- Tax-planning techniques based on new IRS rulings
- Strategies for managing your fee-based business
- Practice management insights that save you time
- Investing strategies and theories explained concisely
- Asset-allocation approaches that build sound portfolios
For additional information, call 1-888-33-MOUTH and tell Horsesmouth you're a NAIFA Member.
Hot Articles from Horsesmouth are Available to NAIFA Members Only
NAIFA Members: Please log-in (above) to read the full articles.
Make Asking for Referrals Habit-Forming
Advisors don't ask for referrals because they don't feel confident with the process. Here's how to cast aside your doubts and make asking part of your regular regimen.
How to Build a Budget That Boosts Your Profits
Mastering fiscal discipline is more important than ever in a market downturn. But a budget's not just a stop-gap measure when money's tight. Done right, it may help you determine how judicious spending can increase your bottom line.
Action Plan for Game-Changing Times
There is one truth to be taken from recent events. Your business and this industry cannot lift you up to the next income level. Only you can do that.
Why Advisors Are Shifting to Tactical Strategies
When "Just be patient" doesn't cut it anymore, advisors seek answers in tactical allocation, alternative investments, and absolute return strategies.
Credit Default Swaps: A Hedge Gone Haywire
Subprime mortgages might have been the catalyst, but credit default swaps are ravaging banks and other financial players. Here's a primer on how this unregulated shadow market is intensifying the crisis.
The Upside of Negative Thinking
Clients have been conditioned to expect positive financial outcomes over the long haul, but in the short term you may need to get more pragmatic. Don't be afraid to ask your clients to imagine the worst, and then show them how smart planning can help make them safer.
Wall Street Crisis: 5 Gurus to Follow
As the crisis unfolds, your clients will continue to look to you for a knowledgeable and considered opinion of what happened and what's next. Consider using these five sages in your own analysis, and follow the links we've put together for each.
Keeping the Faith With Clients
Now more than ever, the trust you engender will make or break your career. Here's how to consolidate clients' trust and keep it by being a leader in turbulent times.
6 Ways FAs Protect Client Assets in a Crisis
No two advisors address market turmoil in exactly the same way. Whether you're making big shifts in client portfolios, slight modifications, or just doing some hand-holding, here are ideas from other advisors on how to manage this important moment in history.
Discussing Really Down Markets With Really Nervous Clients
Even the staunchest investors may be flinching these days. Here's how to preserve the ties that bind with your most valued A-list clients.
Advisor Paralysis: How to Stop It Now
If your clients are losing money and you're losing confidence, you need to raise your activity levels starting today.
4 Questions That Transform Frustration Into Success
Feeling stuck on a plateau? Spending the day fighting fires? Here's how to harness your frustration and make the changes that will unleash your ideal business.
12 Keys to Public Speaking Mastery
Great speakers are perceived as being experts in whatever it is they're speaking about. It takes practice, being open to feedback, and having confidence in yourself. Remember, the audience always wants you to succeed.
Why Advisors Are Failing Middle-Class Millionaires
Affluent investors are worried--worried about losing their wealth, maintaining their lifestyle, and providing for their families. Yet advisors do little to address their concerns. These six steps can help you learn more about your clients' needs, earn their loyalty again, and expand your base.
Mastering Questions-Based Selling: Ask Questions That Generate Desire
Years ago a top producer pulled me aside and gave me words of wisdom to live by. He said that I did not need to know all the answers, but that I did need to know how to ask the right questions. Learn how to master questions-based selling and transform your ability to uncover the financial needs that will sell your solutions.
5 Steps to Activating a $10 Million Secret
Want to build your revenue exponentially? Start tapping into the vast business-building resource of your subconscious. Here are five steps to lead you toward the advisory practice of your dreams from an advisor who reached $10 million in production.
The Anti-Slick First Meeting: A 6-Step Closing Process
In order to turn prospects into clients, your first meeting needs to be about them. Follow this detailed, low-tech approach, and its specific first-interview agenda, and you'll close more business. Lots of it. Here's how to do it.
Get Noticed: 3 Keys to Effective Self-Promotion
You may be the greatest advisor in the world, but if nobody knows it, success will elude you. FAs have to market themselves to win more clients. If you're reluctant to self-promote, here's how to get past it.
Time Management Ben Franklin Style
Ben Franklin had a game plan for every day, every quarter, and a business plan for the entire year. His time management techniques helped him invent bifocals, establish a university, discover electricity, and overthrow a king, just to name a few of his accomplishments. What could his system do for you?
No-Regrets Lessons From a Man at Death's Door
What would happen if your earliest childhood dreams actually powered your life and business plans? What if you integrated fun into your weekly, monthly, and life goals? If you're spending time on things that don't matter, here's a chance to rethink your plan.
COMPLIANCE ALERT & DISCLAIMER
NAIFA reminds readers that it is your responsibility to ensure that the manner in which you solicit and sell insurance and other financial products, and the advertising and sales materials you use, comply with applicable state, federal and NASD/SEC requirements, and the compliance rules of the insurance and other financial companies you may represent. While NAIFA tries to provide accurate information, the accuracy and timeliness of the information herein is not guaranteed, and the generic nature of this information may conflict with specific, and frequently changing, state and federal laws and regulations and the rules of insurance and other financial services companies. If in doubt about compliance issues, check with your company. The material herein does not constitute insurance, financial, investment, tax, legal, accounting or other professional services or advice by NAIFA or by any individual or entity identified herein. The content herein represents the views of the individuals identified and does not necessarily reflect the views of NAIFA. NAIFA does not endorse any products or services offered by the individuals or entities identified herein and NAIFA disclaims all liability for any claims or damages that may result from their use.
