Q1 is over! Are you on track? Click here for a Q1 Review of your 2025 Business Plan!
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Lessons from 2008: Now more than ever, the trust you engender will make or break your career. Here’s how to consolidate clients’ trust and keep it by being a leader in turbulent times.
Don't shy away from clients in volatile markets. Planning a portfolio review now gives you the opportunity to demonstrate your value and allay unfounded fears that could lead to rash decisions—like changing advisors.
As the crisis unfolds, your clients will continue to look to you for a knowledgeable and considered opinion of what happened and what's next. Consider using these five sages in your own analysis, and follow the links we've put together for each.
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