No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Marketing can have its ups and downs over the course of a career, but sometimes you play it perfectly and reap big rewards. We asked advisors to brag about the best marketing moves they’ve made.
Donald Trump fired a financial advisor and would-be apprentice after the FA's lame marketing strategy resulted in poor sales. Don't make the same mistakes with your next marketing campaign.
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 June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025