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In addition to the Daily Oats, the daily Horsesmouth newsletter, e-mail is used for notifications, personal reminders, and a group of specialized, optional newsletters.
E-mail

Daily Oats
Delivered each weekday morning to all Horsesmouth members, this e-mail update starts the day with:

  • A summary of newly published articles, with links to the complete texts
  • Overnight market news and analysis
  • Alerts to upcoming features and Horsesmouth Live events

Optional Newsletters

The Investment Strategy Sheet
Keep up with the latest investment strategies for stocks, bonds, mutual funds and more. Horsesmouth editors scan the site to bring you new features, techniques, and ideas from industry experts that you can apply immediately to your practice. Delivered twice monthly.

Prospecting & Marketing Strategies
The ability to connect with prospects and clients gets at the heart of your business. This newsletter zeroes in on prospecting and marketing skills that will help you build your brand, uncover new niches, and win clients through act-now strategies that you won't find anywhere else. Delivered twice monthly.

Managed Money Memo
Build your fee-based business with the latest strategies and tactics on asset gathering, managed money, and consulting. Each issue alerts you to issues on tax-efficiency, portfolio theory, manager selection, foundations, alternative investments, client management and more. Delivered monthly.

Financial Planning Report
As brokers transform themselves into financial advisors, you need to be aware of the tools, techniques, and products that will allow you to build a thriving practice. Each month, The Financial Planning Report focuses on a key topic, such as 401(k) rollovers, the special needs of elder clients, family-business planning, college funding, and transferring the maximum inheritance to children.

Branch Manager Alert
The editors at Horsesmouth bring you articles, tips, tools and live events on leadership, sales training, management, motivation, and recruiting, exclusively for the branch manager. We also give you a specialized view of Horsesmouth, suggesting ways to use the Horsesmouth service at sales meetings to help your financial advisors gather assets and build strong client relationships. Delivered weekly.

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