No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
In a recent Horsesmouth discussion forum, expert Bill Cates guided advisors on how to build their businesses solely on the basis of referrals.
When approaching clients for referrals, keep their individual personality types in mind. The more customized you make your request, the more effective you will be.
If your referrals have been lagging lately, consider whether you've developed a systematic approach to asking for them.
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.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025