No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Zecco has introduced a new Web tool that lets self-directed investors make faster trades based on news articles. Now's the time to think about your response to what your clients may be experiencing at the nexus of online investment information and social media.
Stop multitasking and checking your e-mail in the morning, advises this expert.
Horsesmouth Essential: Outsmart your own bad habits and set yourself up for success with this easy-to-use daily regimen.
Wall Street Watch: Become the AAPL of your prospect's eye by launching an app that will increase your appeal and lead to bigger conversations. Plus, some practice management tips, investment strategy (apps), and the Friday Funnies.
Horsesmouth Essential: People use Google to research what restaurant to try, what car model to buy, and where to vacation. They also use it to find out about you, that financial advisor they heard about. So you need to ensure that you give a great impression over the Web.
Apple may have only introduced the iPhone 4S, but there are a host of useful apps to download for it.
To take full advantage of the mobility iPads offer, you need to load yours up with apps. Here are 18 mini-programs recommended by advisors and experts that can help you stay productive when you are out of the office for a week—or just an afternoon.
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