100 branded Checklists (your photo, logo, contact info)
Advisors who regularly communicate with their clients and demonstrate that they're thinking ahead and monitoring potential new developments in clients' lives enjoy greater success than advisors who don't. That's why I urge you to conduct the Last-Chance Financial Planning Checklist Campaign this fall. And that's why I can make this guarantee:
Use the Last-Chance Financial Planning Checklist Campaign as your chief guide for developing a 4th quarter client and prospect campaign. Use it for 90 days and follow all the campaign instructions. After 90 days, if you don't feel that your Last-Chance Checklist Campaign satisfied you and your clients, we'll completely refund 100% of your purchase price—guaranteed. Just call and tell us: Phone: 212-343-8760, Ext. 1.
Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.
Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.