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Holiday Special: Merry Christmas to all our Savvy advisors! Here is an advisor-themed take on the classic Christmas poem, “A Visit From St. Nicholas” to help you get into the spirit.
A Holiday Rhyme: The intrepid advisor encounters a new client who wants to become a day-trader in this rhyme about giving financial guidance in the latter days of this second pandemic year. Plus a bonus video: Santa’s reindeer takes a break.
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.
The AI-Powered Financial Advisor
Begins April 2, 2026
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2026