Q1 is over! Are you on track? Click here for a Q1 Review of your 2025 Business Plan!
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Gathering formal feedback annually reveals information that clients may not tell you face-to-face—and gives you a better shot at earning more of their business.
Here's how an advisor doubled his business by treating clients right—and having some fun along the way! His annual client-appreciation agenda includes evenings at the theater, country club dances, and elegant dinners.
And that means you should make sure yours is up to snuff. Is it time to give your newsletter a checkup?
Are your clients just clients—or are they apostles, spreading the good word about doing business with you? With systematic profiling, service, and communication processes, you can turn ordinary clients into tireless devotees.
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