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Horsesmouth

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

6 Advisor Talking Points: As you prepare for client interactions, this week focuses on the spring thaw in the labor market, weakness in small-cap growth stocks, Yellen's upbeat message, and the European Central Bank's ‘not-yet'... more
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What's Working Now: All of us have poured blood, sweat and tears into our business, and often that leads us to fear giving up control. But don't be afraid to start training your replacement. Their increased responsibility can afford you... more
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Hear how one advisor has implemented a client event strategy that has current clients raving, and organically brings in new ones.
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5 Advisor Talking Points: As you prepare for client interactions, this week focuses on what conditions end bull markets, the latest GDP data and why we should ignore it, the Fed's meeting, and signs the European Central Bank may be... more
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Juggling career and family responsibilities is a myth, says Marci Fair, mom of four and business owner. Instead, you've got to determine your priorities through careful consideration of what's important to you and learn how to say no to what... more
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Advisor TalkingPoints: Prepare for client interactions with this week's review on the recent spate of stronger-than-expected economic data, including retail sales and business lending. Housing, the latest in Q1 earnings, a key sector that is... more
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What's Working Now: Creating an advisory board of other professionals is a great way to grow your business. But you also need to deliver value to the board members.
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Many clients believe that giving to charity means that there will end up being less money for themselves and their family. As Greg Hammond, CFP® discusses with Ellen Rogin in this AdvisorRadio episode, that is a false belief, and one... more
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You might not realize the toll disorganization takes on you--the added time spent doing things that should have been a snap, all because you can't find the paperwork you need, or the zapped mental focus that results from the... more
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Advisor TalkingPoints: Prepare for client interactions with this week's review, including an examination of eurozone yields and their possible impact on U.S. bonds; the link between the Fed's monetary policy and labor force participation,... more
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