No credit card, no obligation Financial Professionals only
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Get out of your funk. Joining a volunteer organization will help your business—and your attitude—and do some good for the community.
If you're new in the business, you know cold calling can strain your sanity. Before abandoning the phone altogether, try putting more strategy behind your lists and scripts.
If you're a new advisor, you know firsthand the obstacles to getting clients through the door. Two trainers discuss how rookies can develop seminars and other prospecting efforts during their first year in the business.
You might gain a client while riding the elevator between the 10th and 37th floors. In a half-minute, offer prospects a succinct, passionate, and compelling description of who you are and what you do.
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