New Season of Empowering Advisors

Episode Summary:

In this inaugural episode of season 3 of The Confident Advisor Practice Podcast, Pete Bush, CEO of Horizon Advisor Network, welcomes special guest Adam Figura, Director of Advisor Growth. Together, they discuss the unique culture of the Horizon Advisor Network and the importance of fostering growth among financial advisors. Adam shares his journey in financial services, emphasizing the need to build confidence, create vision plans, and cultivate long-term relationships for success. The conversation sets the stage for future episodes packed with practical insights and strategies for advisors.

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Chapters:

• 00:00 – Introduction to the Confident Advisor Practice
• Pete Bush opens the podcast by introducing its purpose: helping financial advisors grow their practices. He also provides an overview of the Horizon Advisor Network and introduces guest Adam Figura, Director of Advisor Growth.
• 02:08 – Adam Figura's Journey in Financial Services
• Adam shares his career journey, starting in a professional development program on the East Coast, working with NextGen advisors, and eventually moving to Dallas to lead a team of over 100 advisors nationwide. He highlights his passion for mentoring and supporting advisors at every stage of their career.
• 05:23 – The Role of a Growth Officer
• Adam describes his role in providing hands-on support for advisors through practice management, team-building, acquisitions, and other growth initiatives. He explains how his focus on servant leadership and tailored strategies helps advisors succeed.
• 08:02 – Building Confidence in Advisors
• Pete and Adam discuss confidence as a "superpower" for advisors, enabling them to overcome challenges and make decisive moves in their practices. They share examples of how the Horizon Advisor Network instills confidence in its members.
• 09:09 – Vision Planning for Advisors
• Adam explains the importance of conducting five-year vision planning with advisors. He breaks down how he helps advisors define goals in areas like production, team structure, brand awareness, and client acquisition while identifying gaps and opportunities for growth.
• 12:03 – The Unique Culture of the OSJ
• The hosts explore the long-term relationships and collaborative culture within the OSJ. They highlight the benefits of compounding institutional knowledge, trust, and partnerships over time.
• 15:10 – Looking Ahead: The Future of the Podcast
• Pete and Adam discuss their vision for the podcast, including plans to bring on guest advisors, share actionable insights, and delve deeper into strategies for advisor growth.

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Key Takeaways:

• The podcast aims to support advisors in growing their practices.
• Adam Figura views advisors as his clients, highlighting servant leadership.
• Building confidence is essential for advisors to make progress.
• Vision planning helps advisors achieve long-term success.
• The OSJ culture at Horizon Advisor Network promotes trust and collaboration.
• Compounding relationships and institutional knowledge enhance business growth.
• The unique needs of each advisor require tailored approaches.

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Sound Bites:

1. "It's about servant leadership."
2. "Confidence is like a superpower."
3. "It's been a breath of fresh air."

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Contact:

• Adam Figura: afigura@horizonfg.com
• Pete Bush: pbush@horizonfg.com

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