No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
It can be easy to get caught up with having a good time at events and then forget the reason you came: to build relationships that will help your business. Don't let these common mistakes get in the way of that goal.
Originally published in 1936, Dale Carnegie's best-selling self-help book claims that by letting yourself be more agreeable and sociable, you'll widen your circle of friends, contacts, and clients. Good things, then, will soon follow. Let's take another look at his lessons and consider how to apply them as advisors.
Horsesmouth Essential: If you find yourself hovering near the snack table at networking events instead of rubbing elbows with potential clients and contacts, you might be an introvert. These tips are written especially for you, although extroverts will find useful strategies here too.
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.
Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024