NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Tired of traditional business plans that fall flat? Discover why shifting to quarterly activity planning is the game-changer you need in 2025.
Use this four-step process to turn challenges into opportunities for learning. Few things will have a more positive impact on your life and business.
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.
The Discovery Meeting Workshop: Transform Your Discovery Process
September 8–9, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
September 15–18, 2025
The AI-Powered Financial Advisor
Begins September 18, 2025