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?
Horsesmouth Essential: Most advisors earnestly work to cultivate strong bonds with their individual clients. But what about clients who are truly tough to deal with? This advisor shares her insights on how to spot and handle troublesome clients, while keeping confidence and staff morale intact.
Horsesmouth Essential: It’s inevitable that some clients will leave, but that doesn’t mean you are powerless when it comes to limiting your losses. Here are some of the most common reasons clients move their assets and how to get ahead of them.
Horsesmouth Essential: Sometimes the hardest thing to do is to do nothing, and your clients may be feeling desperate for some kind of action in their positions. Reassure them that you’re on the case with these moves.
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