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?
This referral tactic enables your top clients to introduce you to your top prospects in a simple, low-pressure way. Here's the blueprint on how to do it.
Building high-trust relationships means you have to be completely honest with clientsand ask them to be totally honest with you, even if it means taking some criticism from them.
When you host a referral eventwhich is not to be confused with a client appreciation eventyou get great referrals delivered right to your doorstep. Here's how to do it, including a sample script for talking with your clients, and five unique referral-event ideas to get you 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.
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