Horsesmouth

Communicating primarily in the #virtual world requires a different approach than speaking face-to-face. Here are five ways to beef up your virtual meetings, from checklists to handouts to taxes: https://www.horsesmouth.com/5-ways-we-adapt-client-meetings

Pick up some ideas to inspire your end-of-year marketing plans, plus some motivation to keep moving forward with them, in this month's marketing meeting.

94% of advisors are seeing success use direct messaging capabilities on social platforms. #LinkedIn is used by 85% of advisors, and #Facebook by 65%. Get lots more fun facts from The Social Advisor by Putnam: https://bit.ly/3mA4D2A

Join us and hear Stephanie Klein, founder of Mindfire Mastery, share her tips for accelerating and pivoting through change from the inside out and connecting more deeply to your vision, mission and purpose, so you can create strong resilience and momentum for yourself and your team without burnout.

Start #2021 off right by joining a Horsesmouth virtual workshop! Come to one, two, or three Social Security and Medicare, Savvy Tax Planning, and The New Normal Practice Management with Debbie Taylor. Learn more at http://horsesmouth.com/workshops

#HappyHalloween if you’re celebrating, and enjoy an extra hour of sleep Sunday morning! But for some next-level #timemanagement (or rather activity management), create a master calendar for your practice. Teresa Riccobuono shows you how: https://www.horsesmouth.com/create-a-master-calendar-for-yo