Horsesmouth

Horsesmouth

×  

Follow This Show

Stay in the know about new episodes and updates.
Horsesmouth is an online service dedicated to helping financial advisors grow their businesses and service their clients.

On-Demand Episodes

Most advisors "know" they should be utilizing social media to reach out to people, but few understand how to use all of the tools the different platforms offer to do that effectively. Listen in as Amy McIlwain, president of Financial Social Media,... more

6 Advisor Talking Points: Prepare for client interactions with this week's review focusing on the latest utterances from the Fed, a couple of key economic reports, earnings, and a look ahead.

What's Working Now: Have you ever felt you wanted to accomplish more but lacked the energy to pull it off? This advisor did but he found a solution.

Advisor TalkingPoints: Prepare for client interactions with this week's review focusing on another steep downward revision to GDP, the latest from the PCE Price Index, which is the Fed-favored inflation gauge, housing, and a look ahead.

What's Working Now: This advisor expanded his network from maybe 200 people to almost 2,500 by joining networking groups and nonprofits to expand his presence in the community.

Advisor Talking Points: Prepare for client interactions with this week's review, including the unrest in Iraq, a continued uptick in business sentiment, the downward direction in the unemployment rate, and a look at the top 50 advisor... more

If clients were 100% rationale beings, it would be easy to get them on board with an investment plan and to ensure they stick with it, but human beings are creatures of emotion. When volatility spikes, clients are going to experience... more

Advisor TalkingPoints: Prepare for client interactions as we review the ECB's unprecedented decision to combat disinflation, growing complacency in the markets, and the latest round of reports that signal moderate growth at home.

Jeff Young, Senior Vice President at First Financial Equity Corp. in Scottsdale, AZ, talks with Horsesmouth Editor-in-chief, Sean Bailey, about how he using the Savvy Social Security presentation to reach out to communities and fill his... more

Advisor TalkingPoints: Prepare for client interactions with a look at the surge in M&A activity, a review of the close correlation between the 10-year Treasury yield and fed funds expectations, Q1 GDP, and the upcoming events in Europe that... more
Show Extras

Comments

 comments