No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
After letting client contact slide for years, this veteran made the commitment to more consistent communication—and in the process saw a huge surge in his take-home pay.
You work hard to land new clients. But how do you move them along from the fleeting glow of opening that first account to a deeper loyalty that inspires passion, friendship, and enthusiasm? The answer comes from the faithful employment of three ancient ideas.
Superior service training can help your staff turn stressful situations into relationship-building opportunities.
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 Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins January 23, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 9–12, 2024
The Discovery Meeting Workshop: Transform Your Discovery Process
February 10–11, 2025