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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?
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.
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Savvy Tax Planning School for Advisors
With Jeffrey Levine, CPA/PFS, CFP®, CSW®, MSA and Debra Taylor, CPA/PFS, JD, CDFA
January 25–28, 2021
“New Normal” Practice Management Workshop
With Debra Taylor, CPA/PFS, JD, CDFA
February 8–11, 2021
2021 Changes for Social Security and Medicare: What Clients Need to Know
Wednesday, January 20
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