Savvy Social Security Planning

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

T3/Inside Information released the ranking as part of its annual 2023 industry survey that tracks software use and satisfaction among 36 different tech-stack categories. Over 3,300 financial advisors provided responses.

“We’re excited to see the top rating and that financial advisors continue to extract more and more value from the program,” said Horsesmouth CEO William T. Nicklin. “The vast majority of our members pay for the program out of their own wallets, so they are rightfully demanding. As leading advisors get further into true retirement income planning with clients, they continue to push our team to extend the capabilities and support of the program. We’re not surprised to see the survey reflect that both our market share and the size of the category are growing.”

https://public.horsesmouth.com/news/news-041823-sssp-software-ranked-1.aspx