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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.
If you don’t know where you are going, how do you know whether you are on the right path? A mission statement guides your everyday efforts and mindset, so you can shoot for the stars this year with total confidence.
Help clients stick to their resolutions this year—especially financial ones—with the tips in this month’s client letter template. Plus offer an overview of 2021 market performance and a look at what to expect in 2022.
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 AI-Powered Financial Advisor
Begins October 24, 2024
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Begins October 30, 2024