Upcoming Events

Workshop

The Discovery Meeting Workshop: Transform Your Discovery Process

Learn to transform your approach to add new clients with greater ease and efficiency.

With Chris Holman, PCC, Executive Coach;
and Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: September 18–19, 2024

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Free Webinar

Mastering the Boomer-Gen X Opportunity: Turn Social Security Expertise into a Client Acquisition Juggernaut

Consistently attract and convert high-value prospects—Baby Boomers and Gen X pre-retirees. Discover how you can transform your Social Security expertise into a powerful client acquisition system that grows your practice at the rate you desire.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
Sean M. Bailey, Horsesmouth Editor in Chief;
and Chris Holman, PCC, Executive Coach

Wednesday, September 25, 2024 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

The AI-Powered Financial Advisor

Revolutionize your financial advisory practice with AI. This four-week virtual training program will empower financial advisors to effectively integrate generative AI models into their daily work and practice.

With Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: September 26, October 3, 10, and 17, 2024

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Workshop

ClientQuest Social Security: Capture Peak 65 Boomer and Gen X Assets in 2025!

Master ClientQuest’s integrated approach combining Social Security expertise, proven financial education marketing strategies, and effective discovery meeting techniques to dramatically boost your advisory practice.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
Sean M. Bailey, Horsesmouth Editor in Chief;
and Chris Holman, PCC, Executive Coach

Virtual Workshop: October 30–December 18, 2024

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Recent Webinar Replays

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