No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
You know you've got loyal clients when they call you on your birthday. Or invite you to sail around the Bahamas. Here are seven stories of true client commitmentand tips for strengthening your clients' devotion.
In this competitive and uncertain world, romancing your clients with kind gestures can win their loyaltyand help solidify your business.
Clients aren't impressed with the expected. You have to go above and beyond to make your service stand out.
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