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Horsesmouth Essential: Do you ever think of writing a book? This listing of advisor-penned and wisdom-packed guides can serve as a source of research, inspiration—and good reads.
Horsesmouth Essential: A well-chosen book shows clients you know them and care about them. Use this extensive list as a starting point for a book-giving strategy that will make your clients feel closer to you.
Horsesmouth Essential: Advisors weighed in with hundreds of influential reads. By far and above, these five outranked the pack. Have you read any of them, lately?
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025