No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
The markets swing, your clients' pulses quicken. This isn't the first time, and it won't be the last. These savvy talking points address common concerns for this particular go-round.
Not knowing what to say in turbulent economic times is no excuse for not contacting clients. You have to pick up the phone before they do, or you put the relationship at risk. Here's what to say this time around.
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