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Horsesmouth Essential: If you know how to tactfully address the grievances many people are feeling toward the financial industry, you can turn awkward moments at social gatherings into an opportunity to impress with your poise and understanding.
Do you get caught off-guard when acquaintances ask about aspects of your business at parties or social functions? Get comfortable with the most awkward inquiries and turn them into prospecting opportunities with these on-the-money answers.
Horsesmouth Essential: Do you want a quick, attention-getting way to describe what you do? During one of Horsesmouth’s past workshops, our advisor attendees spent a little time working on their elevator statements. Here are some examples to help you create your own memorable lines.
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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