No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Still trying those tired old approaches that make clients squirm? Here's a list of alternative referral tactics that you and your clients can feel good about.
You've followed the basic rules for garnering referrals, but you're still having difficulty extracting top-quality names from your clients. What should you be doing differently?
In this three-part series, discover how a referral system can move you five degrees closer to a book filled with dream clients.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins January 23, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 9-12, 2024