No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Put client service above portfolio performance, and those relationships will thrive in good markets and bad, even under the most competitive conditions.
In a scandal-riddled climate like the present, credibility has become more than a passing concern—earning and maintaining our customers' trust is paramount. And that means we need to work harder than ever devising and packaging our investment solutions.
No doubt about it, amateurs can make plenty of cash. But if you want to step up your referrals, increase your profits, and take your business to the next level, you need to become a trusted advisor, not a salesperson. Here's how.
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 June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025