No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Tackling important retirement planning topics with your clients—such as when they can retire and what kind of lifestyle they can expect—means you need to effectively address expected returns. Here's how to do it in a way that breaks through all the hype and spin they have heard in the media.
A 20-year veteran says setting goals for and scoring the quality of his client conversations is a big piece of his perennial success. Here's his quantitative approach.
Times are changing. Information is easier to tap than ever before, and the Internet is making competition global. You must adapt how you do business to maximize your value and keep your clients.
You may be a technical whiz, but how much your clients like you is the crucial factor in their decision to work with you and to keep working with you. These 10 strategies will up your likability quotient and keep your clients loyal.
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