No credit card, no obligation Financial Professionals only
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Take the pressure off prospecting by focusing on learning, rather than acquiring new business. Why? The knowledge you gain from new contacts can be shared with clients and other prospects in the future. You’ll gain access to new social networks, identify opportunities, and find more enjoyment in prospecting.
Look for business-development activities outside your walled garden that not only produce new clients and assets for today, but also place you in social networks that connect you with role models and high-net-worth people whose knowledge and insight will influence your future success.
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