No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Even the biggest corporations seem to do a terrible job explaining their retirement benefits to their employees. Thankfully, for the entrepreneurial advisor, it's a gaping opportunity to build a thriving niche. Here's how one Atlanta advisor did it. You can do it too.
By keeping client costs low, retaining business, and focusing on what she does best, this FA turned her product niche into a "low-stress, high-success" practice. Plus, eight reasons why she's sold on funds.
Horsesmouth Essential: As your business grows in lucrative new directions, you may be debating whether to cut loose your undersized accounts. Here’s how you can keep smaller clients happy—and still have time to reach your potential.
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.
Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024