No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Craft a month-end client letter that lays out your thinking on their portfolios and market performance around the world. Not only will this help them understand what's behind your advice and how you sort out well-positioned businesses from the rest, but you can also use this communication as an evergreen prospecting tool to showcase your portfolio management approach.
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 August 8, 2024
Liftoff! Financial Educator Marketing Coaching Program
Begins October 23, 2024
The Discovery Meeting Workshop: Transform Your Discovery Process
September 18-19, 2024