No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Cultivating a network of experts takes tact, determination, and plenty of research. Here's what you need to know to start forging solid strategic bonds with CPAs.
Horsesmouth Essential: In a competitive environment, fostering alliances with CPAs can be a challenge. Here’s how other FAs have successfully established trust and rapport with these key referral sources.
Professionally run conference calls can help you save time and cement relationships with your best clients. Here's what you need to know to get started.
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