No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Lessons from 2008: How many times in your life have you been placed somewhere important? As a financial advisor, you don't have to equate what you do with fighting fires, preventing genocide, or stemming an epidemic to know that at times of crisis, you must answer the call. The world shakes in fear. And you are the point of the spear.
Lessons from 2008: Even the staunchest investors may be flinching these days. Here’s how to preserve the ties that bind with your most valued A-list clients.
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