Workshop Preview Series

Countdown to the Build a Better Business Workshop

Want to make more money and better serve your clients by working smarter, not harder, but not sure how? Join ultra-successful advisor Debra Taylor and Horsesmouth Editor in Chief Sean Bailey for a special series leading up to the Build a Better Business virtual workshop, where Debra will talk about the key areas that advisors need to focus on to achieve large (and sustainable!) growth:

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, September 29, at 4:00 p.m. ET / 1:00 p.m. PT
(How Knowing Your “Why” Sets You Up for Success)

Tuesday, October 11, at 1:00 p.m. ET / 10:00 a.m. PT
(Build an Amazing Marketing and Communications Strategy and The Client Experience)

Wednesday, November 9, at 4:00 p.m. ET / 1:00 p.m. PT
(Protect Your Fees, Attract Prospects, and Keep Clients by Adding Services and Providing What Investors Value)

Monday, November 14, at 4:00 p.m. ET / 1:00 p.m. PT
(Build a Better Digital DNA)

Tuesday, November 22, at 4:00 p.m. ET / 1:00 p.m. PT
(Make Financial Planning the Cornerstone of Your Practice and How to Do It)

Sign Up

Free Webinar

Discovery Meeting Mistakes You’re (Probably) Making—and How Fixing Them Will Boost Your Bottomline

Learn which aspects of your prospect-meeting approach might need fixing, and what steps you can take to overhaul your process and boost results.

With Chris Holman, PCC, Executive Coach;
and Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, October 4, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

Sign Up

Free Webinar

3 Keys to Profitable Client Tax Planning

Learn how to think about where tax planning lies in your product service offering, and how it pays off for you and your clients.

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Sean M. Bailey, Horsesmouth Editor in Chief

Friday, October 7, 2022 at 10:00 a.m. ET / 7:00 a.m. PT

Sign Up

Workshop

Savvy Tax Planning School for Financial Advisors

Your ability to deliver proactive tax strategies will help clients avoid costly mistakes, minimize tax surprises, and boost their satisfaction with your services!

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA

Virtual Workshop: October 12–14, 2022

Sign Up

Free Webinar

29 Presentations to Connect with Prospects Now

Learn the range of FINRA-reviewed topics available to you at Horsesmouth, and which topics draw what types of clients and their characteristics.

With Sean M. Bailey, Horsesmouth Editor in Chief

Wednesday, October 12, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

Sign Up

Free Webinar

Social Security and Medicare: What Advisors Need To Know To Help Clients and Prospects Navigate These Major Government Programs

Every person in America will eventually receive benefits from two of the largest government programs: Social Security and Medicare. Position yourself as an expert and save clients time and hassles by accurately answering their Social Security and Medicare questions.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;

Tuesday, October 18, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

Sign Up

Workshop

Build a Better Business Workshop

How to earn more, serve clients better, and work smarter, not harder. Transform your business into a profit machine with the capacity, systems, and services to attract a whole new level of clients.

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;

Virtual Workshop: November 15 & 29 and December 6 & 13, 2022

Sign Up