No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Many people new to retirement find themselves frustrated and annoyed. Despite good intentions, the busy days disappear without much progress toward their retirement life goals. Here's how to get on track—and stay there.
Horsesmouth Essential: Determining your clients’ retirement readiness can be complicated, given their longevity risk and how the markets and inflation will perform in the future. Here’s a simple calculator and flowchart that can help you and your clients decide when the timing is right.
For clients and prospects in or nearing retirement, there is no question that's more important, and knowing how to answer it will give you the edge over the competition with this demographic.
Money means something different for each type of high-net-worth personality. People give clues as to what kind of financial advice they want. Understand their motivations and you'll be much more successful in prospecting and serving clients.
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