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?
You've lined up the perfect venue, a panoply of mouth-watering refreshments, and a presentation that can't miss. Now how can you ensure that you'll play to a packed house?
Should you entice your seminar audience with promises of free food and prize drawings—or simply let your agenda speak for itself? Here's how other FAs are handling this choice.
I recently attended an evening seminar run by two advisors from a major firm. They did some things well, but they also hit some low points that you'd want to avoid in your next seminar.
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