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Start the year off right: This comprehensive checklist (and easy marketing campaign) helps clients pinpoint the areas where they need your help, setting you up for better meetings that generate more business.
Focusing only on broad financial goals can make them seem overwhelming and unachievable for clients. But breaking down big goals into smaller, “bite-sized” pieces that are easily tracked can reinforce positive behaviors and motivate clients to reach their long-term goals.
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