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Horsesmouth Essential: Adjust your marketing! Summer has arrived and it’s time to add some beach and barbecue activities. Here is a five-point plan for reaching clients and prospects while they’re in a more “summery” and relaxed frame of mind.
Horsesmouth Essential: Alexander the Great, Bill Gates, Martha Stewart, and many other highly successful businesspeople all share this one significant trait: Whenever they encounter a major obstacle—a Gordian knot—they act decisively and instinctively, and slash right through it.
Horsesmouth Essential: Empowering questions focus on your values and keep you on track toward your goals.
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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