No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
This advisor found that customizing investment models for each client portfolio took too much time and yielded only slightly higher returns. In an effort to streamline her practice, she outsourced her money management, to better focus on financial planning and value-added services.
Looking to hire a good active money manager? Be sure to evaluate these four "Ps" and ask them these three "Qs" as part of your due diligence.
If outstanding client service ultimately leads to quality client acquisition, then it is critical to find the time for both. Here’s a no-nonsense method for determining exactly how much time you personally should be spending on client care.
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