No credit card, no obligation Financial Professionals only
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Is your productivity hampered by a messy desk? Use this two-step method for clearing off those piles of paper—once and for all.
Having difficulty extracting the paperwork you need from clients? Try giving them a checklist that outlines all the documents you need and explains why this information is essential to their financial plans.
Increase your productivity by using these strategies to make some changes to your routine.
When a family member dies, the organization of financial records and personal information can suddenly become critically important. Make sure your clients are prepared.
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