No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
What’s Working Now: This advisor found a niche of kindred spirits—and new business—when he turned his passion for cigars into a regular event for COIs, clients and their friends.
What’s Working Now: With her book of AAA clients, this advisor keeps it personal. Small golf outings and intimate dinners build relationships, client loyalty, and her business.
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.
The AI-Powered Financial Advisor
Begins August 8, 2024
Liftoff! Financial Educator Marketing Coaching Program
Begins October 23, 2024
The Discovery Meeting Workshop: Transform Your Discovery Process
September 18-19, 2024