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Horsesmouth

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Horsesmouth is an online service dedicated to helping financial advisors grow their businesses and service their clients.

On-Demand Episodes

Advisor Talking Points: Prepare for client interactions with this week's survey examining the surprising decision not to taper, QE's impact on a couple of key asset classes, a still-reluctant consumer, and a shake-up in the race for the Fed... more

Advisor TalkingPoints: This week's overview examines the mixed housing data, the growing conflict in Syria, September troubles in the market, emerging market woes, and the upcoming labor report—all helpful and relevant for client... more

Too busy to exercise and eat healthy? If you live a hectic lifestyle, your brain will more efficiently handle the flurry of activity if you set aside time regularly to improve your health. If you "don't have the time," then it's even more important... more

Advisor TalkingPoints: Prepare for client interactions with this week's survey examining the FOMC minutes, damage in bonds and rate-sensitive issues, Fed-inspired bubbles, housing, global improvement, and weakness in emerging... more

Prepare for client interactions with this week's survey, including the latest on consumer spending, the labor market, and the VIX and the end of the eurozone recession—and what that may mean to investors.

Week in and out you plan the growth of clients' nest-eggs, but how often do you take the time to plan the growth of your own practice? Beverly Flaxington, a marketing and sales expert and consultant, has been in the investment industry... more

Many high-performing advisors credit the success rituals they do day-in and out for keeping them on track in their lives and businesses. When understood and utilized, rituals can have a profound impact on your life and what you're able to... more

5 Advisor TalkingPoints: Prepare for client interactions with this week's survey, including an examination of the rally, the Fed's latest meeting, the initial read on Q2 GDP, and data that suggests a rebound in manufacturing.

6 Advisor TalkingPoints: Prepare for client interactions with this week's survey including a look at earnings, the spike in oil prices, housing, encouraging news from Europe, and the upcoming labor report.

If your work/life routine has become monotonous and the energy you once had has gone stale, you need to step back and re-evaluate the mindset you are bringing into each day. Marian Baker is a coach who specializes in promoting... more
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