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?
Here's a handy-dandy holiday gift roundup that makes gift-buying easy. One of these ideas is sure to put a smile on the faces of your most treasured clients.
Your clients should receive tidings of comfort and joy every time they open their statements, but the holiday season is a great time to top it off with something special. Here are some unique—and affordable—ideas for building relationships through client gifts this winter.
Consumed by pre-party nerves? Not sure how to strike up a conversation in a roomful of strangers? Here's how other FAs and experts have overcome their jitters and learned to treat each event as a prime networking opportunity.
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