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?
Here's a handy-dandy holiday gift roundup that makes gift-buying easy. One of these ideas is sure to put a smile on the faces of your most treasured clients.
Horsesmouth Essential: If you’re planning to build a business that lasts for the long haul, you have to hire a staff that can go the distance. Here’s how one advisor came to the realization that her employees were hindering her business’s growth—and how she solved the problem.
Bonuses can play a tremendous role in motivating staff and improving team performance—assuming you design your bonus compensation system effectively. Use these guidelines to develop a behavior-based reward structure that inspires key players to excel.
Small gestures go a long way toward improving team morale. In the aftermath of tax season, one financial advisor found a unique way to relieve the stress of his support staff.
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