No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Raising you profile in your community is a great differentiator for your business. These strategies will ensure you are top of mind when the locals think “I need to talk with a financial advisor.”
How can you meet and get to know high-net-worth individuals in a natural, easy-going way that creates lasting friendships? Hit these numbers and you’re on your way.
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 Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024