No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
What’s Working Now: When this advisor decided to start a new business focused exclusively on corporate retirement plans, he located his office near his ideal prospects and went from zero clients to a thriving business by networking tirelessly during year one.
Not only can you improve your skill set by attending conferences and conventions, you can also put yourself in a great position to acquire new business. Here’s a primer that covers the key dos and don’ts…
If you have ever made a connection with another professional at a mixer that left you excited for what you could do together, only to have that person ignore your subsequent contacts, you need to understand why.
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