No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
If you find yourself constantly working on your prospecting strategy and revamping your approach, you may be falling into an all-too-common sales mistake. Here’s how to fix it.
If you are uncomfortable asking for business, referrals, or anything else, you are probably facing one of three issues. These strategies will help you conquer each of the challenges.
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.
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025