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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

5 Advisor TalkingPoints: Prepare for client interactions with this week's review, including a look at how consumer confidence is hampering the economy, a contrarian view on the latest in housing prices, and the latest on industry... more
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The Horsesmouth Book Club's February pick is a new book that alleges, among other things, that FINRA dumped its own $650 million portfolio of auction-rate securities shortly before the market froze in 2008. Hear author Larry Doyle talk... more
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Advisor TalkingPoints: As you prepare for client interactions, this week's review includes a look at the weather's impact on various economic indicators, jobless claims and the labor market, and a mixed view of the global economy.
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Todd Kestin, mentor and social worker, talks with Ellen Rogin about the importance of paying attention to our attitude and outlook, and making small, but powerful adjustments in how we talk to ourselves. It's often said that the most... more
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70% of American workers are disengaged with their jobs, according to a recent Gallup poll. They're bored, disinterested, and apathetic about what they do. If you suspect that you or anyone on your team has fallen into such a rut, then... more
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4 Advisor TalkingPoints: Prepare for client interactions with this week's review, including a look at last week's lackluster employment report, action in intermediate Treasuries, and the picture ahead.
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Many advisors are stuck in an outdated sales paradigm, argues author and business mentor Lisa Mininni in this interview hosted by Ellen Rogin. Instead of using traditional "push" techniques that make you come off as salesy,... more
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5 Advisor TalkingPoints: Prepare for client interactions with this week's review, including a detailed look at the upcoming earnings season, the declining velocity of money and its possible economic impact, the latest on employment,... more
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4 Advisor TalkingPoints: Prepare for client interactions with this week's review, including a look at last week's labor report and its possible impact on Fed decision making, the budget deal, and the oil boom.
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6 Advisor TalkingPoints: Prepare for client interactions with this week's review, including a look at the latest bullish indicator, ISM indexes that signal modest growth is on tap, Black Friday sales, and the upward revision to GDP.
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