Q1 is over! Are you on track? Click here for a Q1 Review of your 2025 Business Plan!
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
If it feels impossible to find the time to plan and execute your marketing strategy, you may be confusing your marketing approaches. Get clear on the two main kinds of marketing activities and how they differ, and you will save yourself a lot of time and stress.
Horsesmouth Essential: You have good marketing ideas—build them into a marketing plan that includes goal-setting, monitoring, and a budget—and put someone in charge of it! That kind of accountability keeps this advisor on track to happy clients and business expansion every year.
Horsesmouth Essential: Your marketing results are directly linked to your approach, and your approach is ultimately shaped by how you think about marketing. If you’re not happy with your results, maybe it’s time to improve that thinking with these tips.
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