No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Your productivity can be greatly increased when every team meeting has a stated purpose and outline of topics, with action items and assigned follow-through. Here's how to get started.
Horsesmouth Essential: Your team is the frontline of your client service—strong working relationships with them will result in higher client satisfaction and loyalty.
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