No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Often there is a disconnect between the technology you would like to use and the technology your firm wants you to use. Sometimes you are catching up, sometimes you are waiting for the firm to get with it. Managing integration of new technology is a vital skill for the modern-day advisor.
Chart Talk: Most advisors say that technology will play a substantial role in how they service clients, handle documents, and operate their business.
All of the tools and information of the digital age provide a terrific advantage when it comes to sales, but you still need old-fashioned people skills to really connect with prospects and clients.
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