Horsesmouth

Inflation and medical debt are among the top financial concerns impacting retirement planning for Americans today, reports a recent Northwestern Mutual study. https://lnkd.in/eq9x8qvR

Unlocking the Power of Clear Messaging for Financial Advisors Most financial advisors struggle to stand out—not because they’re bad at what they do, but because their message is unclear. In this powerful conversation, we break down how to build a Messaging Platform that helps you clarify your value, connect emotionally with your ideal clients, and market yourself with confidence. You'll learn: • What a Messaging Platform is (and why most advisors don’t have one) • The 5 core elements every advisor’s message needs • How a clear message drives better marketing across all channels—email, social, video, and more • Real-world examples of messaging breakthroughs If you're tired of being the industry's best-kept secret, this is your starting line. AI Marketing for Advisors Workshop Virtual Workshop: April 3, 10, 17, 24 and May 1 https://lnkd.in/efr-iKqU

We recently spoke with Spencer Rose for our What's Working Now series and how he was utilizing what he learned in our AI Marketing Advisors program. Spencer started small, focusing on organizing his thoughts and refining his 401(k) education materials. Now he's building marketing systems that reflect his authentic voice. Want similar results? Our 5-week AI Marketing for Advisors program starts April 3rd. Transform your marketing from a time-consuming burden to a powerful growth engine in just 10 hours of training! You can learn more and sign up for our program here! https://lnkd.in/efr-iKqU

A significant number of people take early withdrawals from retirement accounts. You can help clients who want—or need—to draw on their funds by setting up a SEPP, or 72(t) payment program to avoid penalties. Here are some guidelines and ways to calculate the best plan. https://lnkd.in/e-yFkmep

Deepen your understanding of the nuances, learn the range of claiming strategies, and build your base of Social Security and Medicare expertise. - What does longevity mean for your clients? Working longer? Filing restricted? Helping dependents? Planning for widows?… - Get up to speed on the growing and complex ways the two biggest retirement programs interact and impact retirees and pre-retirees… - SS and Medicare will continue to be critical topics this year, and beyond… Join us for our Savvy Social Security & Medicare workshop March 24-27 https://lnkd.in/eB5AjXP

You would do well to take a close look at the changes happening around you. Understanding key trends in financial advising can help you position yourself to provide needed service. Here are five trends that can guide reshaping your practice. https://lnkd.in/etrWt5ay

Out of 1,000 Millennials who were surveyed in a recent study, 81% of them reported they can’t afford to have a midlife crisis, which has been defined in this study as either, “dramatically gaining or losing weight, consuming more alcohol, attending therapy, changing appearances, or taking on a new hobby” this looks incredibly different than their parents’ generation, and many are calling a midlife crisis for millennials as a, “crisis of purpose and engagement” you can read more here https://lnkd.in/eaaSnHcq

We're thrilled financial advisors continue to love our Savvy Social Security Planning software!   Ranked #1 again in advisor satisfaction for the third year in a row and the only "Software All-Star" in the category. A comprehensive Social Security planning analysis remains a critical first step in kicking off the retirement income planning process with clients and prospects.   Attempting to provide and/or optimize around simply a rough estimate of a typical benefit stream doesn't cut it anymore.   Advisors are delivering great value by illustrating insights into various strategies that accurately account for the whole family, including complex cases such as those with dependents and blended families.   Congrats to our whole team for not just the software, but the entire offering of education, client resources and expert support that advisors rely on day in and day out!   And thanks to the thousands of financial advisors who voted in the 2025 T3 / Inside Information survey!   With more changes looming, Social Security planning is only going to get more interesting and more valuable in the years ahead. Btw, see comments below for a link to a free webinar today 3/13 on "Social Security and Family" to learn about dependent benefits and more. Did you even know that Social Security pays benefits to children? Of course, there are rules! And should a parent file early to get dependent benefits flowing for the kids? Get up to speed here and learn how to use the software to help you figure it out! Horsesmouth

We're thrilled financial advisors continue to love our Savvy Social Security Planning software!   Ranked #1 again in advisor satisfaction for the third year in a row and the only "Software All-Star" in the category. A comprehensive Social Security planning analysis remains a critical first step in kicking off the retirement income planning process with clients and prospects.   Attempting to provide and/or optimize around simply a rough estimate of a typical benefit stream doesn't cut it anymore.   Advisors are delivering great value by illustrating insights into various strategies that accurately account for the whole family, including complex cases such as those with dependents and blended families.   Congrats to our whole team for not just the software, but the entire offering of education, client resources and expert support that advisors rely on day in and day out!   And thanks to the thousands of financial advisors who voted in the 2025 T3 / Inside Information survey!   With more changes looming, Social Security planning is only going to get more interesting and more valuable in the years ahead. Btw, see comments below for a link to a free webinar today 3/13 on "Social Security and Family" to learn about dependent benefits and more. Did you even know that Social Security pays benefits to children? Of course, there are rules! And should a parent file early to get dependent benefits flowing for the kids? Get up to speed here and learn how to use the software to help you figure it out! Horsesmouth

Magic can happen in a phone call. You don’t need an agenda to pick up the phone and check in with a client—just a willingness to deepen your relationship. https://lnkd.in/g3Th5Rpd