Even the best occupations can be frustrating sometimes! Bill and Pete count down the Top 10 Advisor Frustrations....
Summertime can be fun, but what should advisors be doing to build their practice during this time...
What's an OSJ? Bill and Pete break it down in this episode of The Confident Advisor Practice Podcast...
A few tips to consider when advisors prepare to be interviewed by the media....
Bill and Pete challenge advisors to think big for 2024...
On today's episode of "The Confident Advisor Practice Podcast," a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau talks to Theresa Barnard from Evergreen Solutions.
Bill and Chad discuss artificial intelligence and the potential use for it in the financial advisory world...
In today's episode of "The Confident Advisor Practice Podcast," a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau talk about practice management.
In today's episode of "The Confident Advisor Practice Podcast," a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau talk about referrals, the golden egg of the business substitute.
Hosts Bill Bush and Chad Soileau talk about working on the business and working in the business.
In today’s episode of “The Confident Advisor Practice Podcast”, a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau talk about the opportunities that advisors may have given the current market conditions.
Hosts Bill Bush and Chad Soileau talk about the pros and cons of becoming a 401(k) advisor
A discussion on how to up your practice marketing through the use of podcasts
In this episode of “The Confident Advisor Practice Podcast”, hosts Bill Bush and Chad Soileau discuss the best practice for advisors including continuity and succession.
Growth by Acquisition-Part 2
Growth by Acquisition-Part 1
Summer Plays Off
Bill Bush and Chad Soileau discuss growth, particularly through client acquisition, and shares some great tips to grow the business through Networking, Marketing, Prospecting and Communicating.
Bill and Chad speak with Jaci Russo of brandRUSSO and Brand State U about branding strategies, and different ways to engage branding professionals in support of your business.
Bill and Chad share how to think about your business’ branding in terms of the five senses.
Bill Bush, Chad Soileau, and Pete Bush talk about the importance of knowing when to say no to a business opportunity.
Bill Bush and Chad Soileau talk about best practices for meetings on Zoom.