No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Horsesmouth Essential: Advisors who fail to establish themselves in one marketing sphere end up screening prospects for affluence but not much else. That never works.
By marketing yourself within a niche industry, you may be able to make yourself a financial planning celebrity in as little as a year—and you'll reap quality referrals over the long haul. Use this primer to get started on building your reputation.
Learn how to introduce yourself to prospects with a strong image message. Tell them who you are and what you stand for.
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.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025