Four-Day Virtual Workshop—February 6, 13, 20 and 27

(Sessions will be recorded and replays available for 90 days after each workshop.)

Please note attendees who sign up after January 23 will have access to digital versions of the classroom material. Your hard copy materials may not arrive until after the workshop begins.

Learn the Secrets to Growing a Million Dollar+ Business!

• Add capacity quickly with reasonable overhead!
• Structure your teams’ roles so they are more productive – and you’re seeing more clients!
• Spend 4 days working ON your business (instead of IN it)
• Get all the concrete tools you need to analyze and improve operations
• Get started on communication, marketing, and technology plans that will see you through the pandemic and onto the coming boom years!
• Develop a vision of where you’re going so you can keep your firm profitable and growing
• Introduce new services designed to attract wealthier clients with more complex (and profitable!) issues…

Join industry powerhouse, Debra Taylor, CPA/PFS, JD, CDFA, as she reveals the four solutions to achieving sustainable growth in the virtual Build a Better Business Workshop, February 6, 13, 20 and 27.

• YES, please sign me up for the Build a Better Business Workshop, February 6, 13, 20 and 27, at the rate of $1,397. I want to turn my practice into a sustainable business with the capacity and systems to attract a new level of clients. 

As a workshop attendee, I will get:

• Admission to four days of the “Build a Better Business Workshop”
• Access recorded presentations for 60-days
• 300+-page workbook
• All the tools, checklists, worksheets, and resources listed below:

What You Get for Attending

Each attendee receives a 366-page workbook and all the tools you need to analyze, redesign, and innovate your business in the shortest time possible.

What You'll Learn at the Build a Better Business Workshop

Agenda

DAY 1 (Tuesday, February 6, 2024, 12:00 pm ET/9:00 am PT)

1. Growth and Probability Trends

• Discussing the foundation for sustainable growth
• Creating accountability: meetings, procedures, and workflow
• Business plan and analytics

2. Know Your “Why”

• Firm values, meaningful purpose, and mission statements
• Define your niche
• Build and develop your team

DAY 2 (Tuesday, February 13, 2024, 12:00 pm ET/9:00 am PT)

3. Build an Amazing Marketing and Communications Strategy

• Marketing plan
• Webinars and virtual client events
• Onboarding clients digitally

4. The Client Experience

• Client meetings and follow-up
• Seeking feedback
• Stay top of mind with 12 months of ideas
• Client communications

DAY 3 (Tuesday, February 20, 2024, 12:00 pm ET/9:00 am PT)

5. Protect Your Fees, Attract Prospects, and Keep Clients by Adding Services and Providing What Investors Value

• Discussing fees and being transparent
• Expanding services and climbing up the value ladder

6. Build Better Digital DNA

• Technology: basic client management tools
• Social media tools

DAY 4 (Tuesday, February 27, 2024, 12:00 pm ET/9:00 am PT)

7. Make Financial Planning the Cornerstone of Your Practice and How to Do It

• eMoney
• Social Security tools
• Holistiplan
• Riskalyze
• Covisum
• LifeYield
• Income Solver
• Vanilla
• FP Alpha

Who should attend:

1. Advisors new to the business who want to understand what systems and processes you need to have in place, and how to develop them.

2. Veteran advisors struggling to get past management of the day-to-day tasks. You want to plan ahead to the future, where your firm will grow, and bring you top dollar when you sell. You know you need better systems.

3. Industry professionals who are looking for new insights and new skills that they can bring back to their colleagues to help them get on a new track to growth and profitability.

4. Any advisor who feels your business is stagnant. You need to find a way to push forward to sustainability and growth.

5. Seasoned advisors who enjoy sharing their insights and experiences, and want to pick up a few new business-growing skills along the way.

6. Advisors who are looking to maximize the enterprise value of their practice.

How the Build a Better Business Virtual Workshop Works?

• The workshop will be live-streamed 12 pm-3 pm ET and accessible from your computer/tablet
• Attendees will be able to ask questions and interact throughout the presentation
• Sessions will be recorded and replays will be available for 90 days
• Workshop materials will be shipped to you

Each day’s instruction is designed to fit into your daily schedule giving you time to take care of business and family while you learn.

The workshop takes place over two days, covering four critical growth strategies. Each day’s instruction period last three hours starting at noon Eastern Time (9 am Pacific), with a 15-minute break scheduled between the two sessions. 

All sessions will be live with Debbie streaming in to your location. You will be able to see all her materials and videos as well as talk to Debbie, ask questions in real time, and chat with other attendees and workshop leaders.

Total instruction time amounts to three hours per day for a total of 12 hours. The entire workshop will also be recorded and available to attendees for later viewing and scheduling flexibility – an advantage you usually don’t get when you attend a physical event.

Meet Your Growth Master: Debra Taylor, CPA/PFS, JD, CDFA

Your workshop will be led by Debra Taylor, CPA/PFS, JD, CDFA. Debra Taylor is Horsesmouth’s Director of Practice Management and the principal and founder of Taylor Financial Group, LLC, a full-service wealth management firm located in Franklin Lakes, NJ. Debra’s education and career has spanned many fields including legal and public accounting.

In addition to being the author of Horsesmouth’s top-selling practice management book, My Journey to 1 Million: The Systems and Processes That Will Get You There, Debra has been featured on national TV and is often quoted in national publications such as Barron’s, Smart Money, andThe Wall Street Journal.

In January, Debbie was awarded the 2020 Five Star Wealth Manager Award for her outstanding commitment to clients and featured in the Wall Street Journal.

She’s also been a member of the Chairman’s Club at LPL Financial (a distinction bestowed on only 6% of the top 14,000 advisors, based on production), 2007-2016; Five Star Wealth Manager 2012-2017; and Women’s Choice Award 2013-2018.

Cancellation and Refund Policy

Cancel and contact Horsesmouth's Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1. 

Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit of 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given. 

Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information. Substitutions/name changes may be made at any time prior to the event without penalty.

Can’t Make It Now?

Click this link and we’ll add you to our workshop information list. When a new workshop date is announced, you’ll be notified.

FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)