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Horsesmouth Essential: High-net-worth clients value their privacy, and they are quick to guard the privacy of their friends. Because of this, many common referral approaches just won’t work with this group. Here’s how to meet others in high-net-worth circles while safeguarding confidentiality.
For clients and prospects in or nearing retirement, there is no question that's more important, and knowing how to answer it will give you the edge over the competition with this demographic.
Flooding prospects with the same old letters, ads, and marketing materials does not cut it in today's sales-jaded society. You need to start treating prospects more like your clients, cultivating their trust to grow your book in the contemporary environment.
Like reporters in dramatic events, advisors must be quick-thinking in their interactions with clients and prospects. By using a combination of open-ended questions and a little practice, you'll get better results. Follow these guidelines to perform better under pressure.
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