No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
This advisor describes older clients who live so far below their means that it doesn't make sense. You may want to share these thoughts with older clients who can afford to take better care of themselves and live a little more comfortably.
Here is a low-tech system for reining in errant spending. Share it with clients who may need to track their discretionary spending more carefully.
Helping clients manage their debt is one of the best things you can do for their financial well-being.
There's a new frugality in the air, and everyone—from the newly jobless to the high net worth—is counting pennies. A survey by Visa estimates that the average consumer loses track of up to $2,500 a year in spending. Recoup that lost cash and more with these money-saving buying guides, price comparisons, and discount websites.
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