Articles from Horsesmouth

Advisors dominate 70 percent of conversation time in first prospect meetings and ask factual or closed-ended questions more than 90 percent of the time, according to new research from Horsesmouth's Discovery Lab.

Daily use of artificial intelligence (AI) tools among financial advisors has doubled in the past year, with advisors reporting significant gains in speed, efficiency, and communication quality. But despite the momentum, nearly one in five advisors still do not use AI—and only 11% describe themselves as very confident in applying it to their work.

For the third consecutive year, Horsesmouth's Savvy Social Security Planning® software and education suite has earned the top spot in advisor satisfaction rankings, according to the annual T3/Inside Information Software Survey.

Financial advisors using artificial intelligence (AI) tools experience significant time savings and improved efficiency fleshing out ideas, writing emails, and creating marketing copy, a new survey by Horsesmouth reveals. But a substantial 38% of advisors are missing out on these benefits by not using AI at all.

Horsesmouth, a leading provider of financial education and software solutions, today announced a major upgrade to its widely acclaimed Savvy Social Security Planning® software.

Horsesmouth is excited to announce a new strategic partnership with i65, the premier Medicare and healthcare planning software from 65 Incorporated®. This collaboration will allow Horsesmouth members to access i65's cutting-edge suite of solutions at exclusive, discounted rates.

For the second year running, Horsesmouth’s Savvy Social Security Planning® software and education suite has received the top ranking in advisor satisfaction.