No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Not getting enough referrals? You may be unwittingly committing one of these common but often overlooked blunders.
Still trying those tired old approaches that make clients squirm? Here's a list of alternative referral tactics that you and your clients can feel good about.
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 June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025