The Confident Advisor Practice Podcast

Episode Summary In this episode of the Confident Advisor Practice Podcast, host Adam Figura sits down with David Hefty, CEO of Credent Wealth Management, a fee-only RIA overseeing more than $4 billion in client assets across ten advisory teams. Drawing on a career that began when he and his wife Stacey opened their first firm at age 23, David explains why a founder-centric practice eventually caps...

Episode Summary In this episode, Adam Figura sits down with Natalie Hales, advisor positioning strategist and founder of Natalie Hales Consulting, for a strategic conversation on why so many busy advisory practices still sound like everyone else — and what to do about it. Drawing on 15 years in financial services, marketing, and compliance, Natalie unpacks her "niche funnel" framework, explains wh...

Episode Summary In this episode, Adam Figura sits down with Shasta Hague, Vice President and Business Consultant at Assetmark, for a practical, unfiltered conversation on building high-performing teams in an advisory practice. Drawing on nearly two decades of experience coaching advisors across the country, Shasta shares the real-world principles that separate thriving teams from the ones that qui...

Episode Summary In this episode, Adam Figura sits down with Earl Yaokasin, CFA, Fiduciary Investment Manager and founder of WealthArch Investment Services , to explore what it truly means to practice disciplined value investing inspired by Warren Buffett. Earl explains why he invests his personal portfolio in the exact same assets as his clients, creating genuine alignment and accountability. The...

Episode Summary In this episode, Adam Figura sits down with Zander Heinen, President of FinLink, to explore how financial advisors can better navigate M&A transactions, succession planning, and practice growth. Zander shares the evolution of FinLink from its origins as SuccessionLink — a simple buyer-seller matching platform — into a full talent ecosystem serving over 80,000 financial professional...

Episode Summary In this episode, Adam Figura sits down with longtime colleague Alejandro M. Jerez to unpack one of the most challenging — and defining — periods in an advisor's career: the survival phase. Drawing from more than a decade of industry experience, Alejandro shares what makes the early years so difficult, why mentorship and market access are critical, and how habits, activity, and acco...

Episode Summary In this episode, Adam Figura sits down with advisor and author Tyson Ray to unpack one of the biggest challenges facing advisory firms today: how to build a strong G2 (next-generation) team. Tyson explains why most firms are hiring the wrong way—looking for "mini rainmakers"—and why the real key is to hire and develop caretakers who can serve existing clients exceptionally well. He...

Adam Figura welcomes Jon Randall of XFA to discuss why marketing isn't the real obstacle to scaling an advisory business— capacity is . They unpack the top constraints that stall growth, how to optimize your client mix, boost revenue per client, leverage team capacity, and create a more scalable, profitable practice. Jon also shares real benchmarks, industry data, and practical strategies that top...

Episode Summary Adam sits down with Vincent Randazzo, CMT, to unpack why every advisor needs a repeatable, rules-based risk management framework —and how Vincent's Defender Program helps advisors dial exposure up or down through full market cycles. They cover common mistakes during drawdowns, the "smart buy-and-hold" approach, preserving client (and advisor) psychological capital, and what century...

In this episode of The Confident Advisor Practice Podcast , host Adam Figura welcomes Jesse Hurst, Senior Wealth Manager and CEO of Impel Wealth Management of Cetera Advisors, to share insights from his new book PopEnomics . With more than 30 years of experience helping clients navigate retirement, investment, and estate planning, Jesse combines technical expertise with relatable stories drawn fro...

  In this episode of The Confident Advisor Practice Podcast , host Adam Figura sits down with Alanah Phillips, a dynamic advocate for Next Generation Advisors and author of the forthcoming book Breaking Up with Your Broker Dealer: A Clear Path to Independence for Financial Advisors . Alanah shares her career journey, the inspiration for writing the book, and offers powerful insights into the advis...

In this inspiring episode, Adam Figura welcomes Colleen Bowler, a seasoned financial advisor turned coach and innovator. Colleen recounts her unconventional entry into the financial services industry during a personally challenging time, and how she built a successful, client-centered practice by asking meaningful questions, collaborating with experts, and charging for her planning expertise. She...

🔍 Episode Summary: In this powerful episode, Adam Figura sits down with Erin Botsford—a 31-year career financial advisor, Barron's Top 100 alum, and founder of the Elite Advisor Success System—to explore how financial advisors can confidently charge for their expertise. Erin shares her journey from working with mass affluent clients to serving high net worth individuals, offering actionable insig...

In this episode of The Confident Advisor Practice Podcast, Adam Figura is joined by Pete Bush and Brian Toma to dive deep into the value of the Certified Exit Planning Advisor (CEPA) designation. They explore how this credential equips financial professionals to better serve business owners navigating complex exit strategies. Topics include the wealth gap, M&A challenges, personal planning, and th...

In this episode, host Adam Figura welcomes Dan Mayes to discuss succession planning, mergers, and acquisitions for financial advisors. They explore the importance of planning ahead, the great wealth transfer, practice valuations, and common misconceptions about the value of advisory businesses. Dan provides actionable steps advisors can take to maximize their firm's value and ensure a smooth trans...

Episode Summary In this episode, Adam Figura and Pete Bush explore the power of ensemble practices in the financial advisory industry. They discuss the differences between solo, silo, and ensemble practice structures , breaking down the benefits and challenges of each. Pete shares his journey transitioning to an ensemble model, highlighting the importance of teamwork, a clear vision, and entrepren...

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, emphasizin...

In this episode of the Confident Advisor Practice, hosts Bill Bush and Brother Pete delve into the significant benefits of joining a community of like-minded financial advisors. They explore how collaboration, knowledge sharing, and support within such communities can empower advisors, enhance their practice management, and foster professional growth. The discussion also touches on their experienc...

Summary: In this episode of the Confident Advisor Practice, hosts Bill Bush and Brother Pete delve into the top 10 frustrations financial advisors face in their profession. Through their discussion, they explore various challenges, from operational support to the constant need for self-promotion, offering insights and potential solutions to each issue. This conversation sheds light on the complexi...

In this episode of The Confident Advisor Practice, hosts Bill and Pete Bush explore various strategies and insights for financial advisors aiming to enhance their practice's confidence levels. The discussion revolves around navigating the traditionally slower summer months in the advisory business, focusing on marketing versus sales activities, engagement opportunities, and personal and profession...

In this episode of the Confident Advisor Practice Podcast, hosts Bill and Pete Bush dive into the intricacies of the Office of Supervisory Jurisdiction (OSJ) model, sharing their insights and experiences from the Horizon Advisor Network. They discuss the evolving role of OSJs in the securities industry, shedding light on how OSJs provide support, compliance, supervision, and additional value to in...

In this episode of the Confident Advisor Practice podcast, hosts Bill Bush and Pete share valuable insights and tips for successful interviews and public speaking engagements. They discuss their experiences with interviews and conversations on various platforms. They mention that interviews can sometimes feel like conversations or Q&A sessions, whether on podcasts, at events, or in articles.   Epi...

The Confident Advisor Practice podcast, hosted by Bill Bush and Pete Bush of the Horizon Advisor Network, explores tips, strategies, and perspectives for financial advisors to build, maintain, and grow confidence in their practice. In this episode, they discuss the beginning of a new year and the importance of setting goals for the financial advisor's business. The episode also aims to provide pra...

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. They explain that they met Theresa through their involvement on the board of the Financial Planners Association of Louisiana and how they got to know each other.   Episode Highlights ·          01:56: The hos...

On today's episode of "The Confident Advisor Practice Podcast," a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau discuss about the growing popularity of artificial intelligence (AI) in 2023 and its potential positive effects on the financial advisory business. The speakers acknowledge that AI has rapidly emerged and is now widely present. They express their intention to...