No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Use this technique and go into your follow-up calls prepared and confident instead of scrambling to remember the prospect/client’s details.
“Touching” your prospects without moving the process forward is worse than not contacting them at all. In fact, it makes you look like a common salesperson interrupting dinner. Learn how to do meaningful follow-up to improve your results and stop wasting your time and money.
Do you find yourself flunking in the follow-up department? New techniques, strategies, and technology are great, but you have got to master the inner game to get the outer results you want.
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
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024