No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Be on the lookout for these problematic behaviors. Catching them early could help clients steer clear of financial distress.
In good markets and bad markets, clients may ask why, exactly, they're paying you. Here's your answer.
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