No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Financial advisors must be perceived as strong leaders. Try visualizing yourself as the CEO of each client's financial enterpriseand then take steps to materialize this vision through your actions.
Enough with the excessive gloom for a while. One of your leadership roles as an advisor in this climate is to help clients screen out the bad news and focus on the up notes to the new investing environment. There are many good ones.
While a certain methodology is required for financial advisors today, it is the oft-overlooked quality of courage that becomes central to leading clients through tough markets. How advisors operated during the crash of '87 is a prime example.
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