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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.

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Hot Articles from Horsesmouth are Available to NAIFA Members Only

NAIFA Members: Please log-in (above) to read the full articles.

Don't Lose Clients to the Next Smart Advisor They Meet

Prospect meetings are all about exploring a potential relationship. Following a written agenda to evaluate the "fit" showcases you as a professional, rather than a salesperson. Here's how to do it, including sample scripts.

How to Use a 'Right Fit' Agenda in First Appointments

Prospect meetings are all about exploring a potential relationship. Following a written agenda to evaluate the "fit" showcases you as a professional, rather than a salesperson. Here's how to do it, including sample scripts.

Using Humor to Boost Your Chemistry With Clients

As the markets teach us daily, this is a serious business. But it's imperative that you shield yourself from the massive doses of stress that come with the job. Learning to share a laugh is one way to help.

10 Tips For Distinctive Client Service

Distinctive client service separates you from everyone else who talks about professionalism but doesn't deliver on it. Take action with these 10 tips from a recognized, distinctive financial professional.

5 Tips to Keep You 'Top of Mind'

When your clients have life changes or business needs, are you the first person they think of for helping them with their financial needs? If you don’t make keeping in touch a priority, you could be missing the boat. Here’s a real-life example and five ways to ensure it doesn’t happen to you.

How to Get Out of the Office for 3 Weeks (and Not Be Missed)

Are you stuck in workaholic jail? Are your dreams on permanent hold? By eliminating senseless tasks, implementing a system, and managing others, you can escape the 9-to-5 grind and start enjoying your retirement now, on the installment plan!

The 7 Secrets of Effective Follow-Up

The good news is you are networking in your community, holding client events and seminars, and talking to prospective referrals. The bad news is if you don't have a good system for following up with prospects, you're wasting your time.

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.