Horsesmouth

Established in 1996, Horsesmouth is a privately held media and information services company dedicated to supporting financial professionals in growing their businesses. The firm was founded by William T. Nicklin, who serves as CEO, and Sean M. Bailey, the editor-in-chief. Nicklin's vision was to provide advisors with practical guidance, a response to a perceived gap in the industry's support for client acquisition and management at the time. Bailey has guided the company's editorial and product strategy for over two decades, focusing recently on the integration of artificial intelligence into advisory practices.

Horsesmouth operates on a subscription and direct-purchase model, generating revenue by offering a wide array of educational resources and business development tools to a client base that includes financial advisors, planners, accountants, and agents across various business models. The company's core offering is its flagship online service, which delivers daily how-to guidance, best practices, and practice management insights. The business model is centered on providing both foundational knowledge and specialized expertise through distinct programs and memberships.

The firm's product suite is comprehensive. The 'Savvy' series offers deep dives into complex topics critical to client planning, such as Social Security, Medicare, IRA planning, and college funding. These programs, like the award-winning Savvy Social Security Planning, provide software, educational materials, and FINRA-reviewed client presentations to establish advisors as experts in these niches. More recently, Horsesmouth has expanded into AI education with workshops like 'The AI-Powered Financial Advisor', designed to help professionals leverage AI for marketing, client communication, and operational efficiency. Additional offerings include group coaching, marketing campaigns, and resources for building referral relationships with other professionals like CPAs.

Keywords: financial advisor resources, practice management, client acquisition, financial planning education, Social Security planning for advisors, Medicare planning tools, IRA distribution strategies, college funding advice, advisor marketing, client communication tools, AI for financial advisors, advisor coaching, business development for FAs, professional education, client engagement, retirement income planning, investment strategies, wealth management support, advisor technology, FINRA-reviewed materials, CPA collaboration