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Many advisors view Horsesmouth as an extension of their business because they're always getting…

  • Client-referral strategies for getting your top clients to introduce you to their wealthy colleagues—and how to turn those introductions into account-opening meeting…

  • Insights on how top advisors really handle "time management" including detailed explanations of processes, checklists, guidelines, worksheets, and other tools and systems that are the actual concrete practice management techniques that save advisors time and make their businesses successful and efficient…

  • Guidelines for building teams and partnerships, including who to hire, who to partner with, and how to structure payouts and profit-sharing (including tips on super-charging your business with a client service assistant)…

  • Critical analyses of asset-allocation strategies you can use as you meet with your pre-retirees and retirees to plot out and strengthen their income-planning needs so they have safe, sound, and tax-efficient portfolios…
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