The Confident Advisor Practice Podcast

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. Today they are going to discuss about the importance of CYA in your practice.   Episode Highlights §   01:36: The CYA 360 was born as a single-day event for business owners and business leaders. §   01:50: CYA 360 was a one-day...

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.     Episode Highlights ·          01:20: Bill and Chad are going to talk about the three typical types of referrals that you may want to concentrate on and then obviously use all at the same tim...

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 working on the business and working in the business.     Episode Highlights 40: As per Chad, many advisors are struggling with the differences between working on your business and working in your business and what it does to your business. 23: Chad...

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. They go through the list of five down-market opportunities for advisors to improve their practices now.   Episode Highlights 01:10 – Chad says there are opportunities aro...

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 retirement plans and 401(k) plans for advisors. They discuss various company retirement plans, where most of which are 401(k) plans.   Episode Highlights 02:35 – Bill mentions that they have about 75 company retirement plans. Most of those are...

In today's episode of " The Confident Advisor Practice", a podcast from the Horizon Advisor Network that explores tips, strategies, and perspectives for building, maintaining, and growing confidence in your practice as a financial advisor . In this episode, hosts Bill Bush and Chad Soileau discuss the topic 'How to Elevate Your Practice Marketing via Podcasting'. They will dive into some best prac...

In today's episode of "The Confident Advisor Practice Podcast", a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau discuss the best practice for advisors including continuity and succession.   Episode Highlights 01:12 – Bill mentions that only about 10% of advisors have written, executable continuity documents in place. 03:50 – Bill asks about the 'Continuity Agreement',...

In today's episode of "The Confident Advisor Practice Podcast", a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau bring us Part 2 of their discussion on "Growth by Acquisition". They'll continue the conversation by talking about networking, continuity and succession partnerships, marketing and outreach programs, and looking for the "seeds of discontent".   01:22 – Bill e...

In today's episode of "The Confident Advisor Practice Podcast", a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau discuss on one of the things that is talked about throughout the financial industry and network which is 'Growth by Acquisition'. In Part 1 of this 2-part topic, Bill asks if you are ready to take on some growth.     Episode Highlights 01:10 - Chad gives an i...

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 some of the things that you can focus on during the vacations / summertime that will help you get to the next level and keep you moving forward.   Episode Highlights 01: - Bill says that there's been a lot of travel happening lately as things are...

In today's episode of "The Confident Advisor Practice Podcast" hosts Bill Bush and Chad Soileau talk about growth, particularly through client acquisition, and shares some great tips to grow the business through Networking, Marketing, Prospecting and Communicating.   Episode Highlights 02.03 - Chad Soileau says that we all have to remember that this is a game and it is only won in the field.   03....

During this episode of The Confident Advisor Practice Podcast , Bill Bush and Chad Soileau speak with Jaci Russo of brandRUSSO and Brand State U about branding strategies, different ways to engage branding professionals in support of your business, and more.   Episode Highlights:   1:12 - Jaci Russo is a brand strategist with over 25 years of experience and is co-founder of brandRUSSO. 2:15 - The...

During this episode of The Confident Advisor Practice Podcast , Bill Bush and Chad Soileau share how to think about your business' branding in terms of the five senses.   Episode Highlights:   1:20 - Bill and Chad are centering their podcast theme around branding for the first quarter of 2021. 2:21 - Even if you're not doing it consciously, you are always building your brand. 2:30 - Find the "who,...

During this episode of The Confident Advisor Practice Podcast , Bill Bush, Chad Soileau, and Pete Bush talk about the importance of knowing when to say no to a business opportunity.   Episode Highlights:   01:17 – They discuss why saying no is important in running a practice because you can't take on every opportunity that comes your way. 03:59 – Practices should have a defined vision to avoid a c...

During this episode of The Confident Advisor Practice Podcast , Bill Bush, Chad Soileau, and Pete Bush talk about the importance of knowing when to say no to a business opportunity.   Episode Highlights:   01:17 – They discuss why saying no is important in running a practice because you can't take on every opportunity that comes your way. 03:59 – Practices should have a defined vision to avoid a c...

During this episode of The Confident Advisor Practice Podcast , Bill Bush and Chad Soileau talk about best practices for meetings on Zoom.   Episode Highlights:   01:42 – Bill and Chad discuss the prevalence of Zoom during the COVID-19 pandemic and how to create a good Zoom presentation. 03:30 – Do some practice runs on Zoom with your coworker to familiarize yourself with the software's functional...

During this episode of The Confident Advisor Practice Podcast , Bill Bush and Chad Soileau talk about 19 different things that happened during the coronavirus pandemic that can be viewed as positive.   Episode Highlights:   01:41 – Bill Bush and Chad Soileau discuss that there are positive things that came out of the COVID-19 crisis? 02:50 – What are ways to be organized and efficient? 04:00 – Pre...

This episode of The Confident Advisor Practice Podcast with Bill Bush and Chad Soileau talk about the importance of your clients trusting you, and ways to maintain that during times of uncertainty like COVID-19.   Episode Highlights:   01:41 – Bill Bush and Chad Soileau discuss changes in communication due to              the coronavirus. 02:26 – Chad expresses the importance of a client's trust....

This episode of The Confident Advisor Practice Podcast with Bill Bush and Chad Soileau talk about the similarities of what it takes to have success in sports and having success in the financial arena. Bill and Chad break down how the Three Ts: talent, team, and time play a key role...along with the non-T-word 'luck.'   Episode Highlights:   01:45 – Bill Bush and Chad Soileau make the comparison be...

This episode of The Confident Advisor Practice Podcast with Bill Bush and Chad Soileau expands upon three common financial terms and applies them to managing your practice: diversification, allocation, and re-balancing. Learn what they mean to you as a business owner, how they can improve your practice management, and the ways in which they will focus the way you are using your time.     Episode H...

This episode of The Confident Advisor Practice Podcast with Bill Bush and Chad Soileau of the Horizon Financial Group covers about how to build better clients by investing in continual learning.   Episode Highlights:   1:09 - Chad talks about when he was a junior advisor, and he watched the film GlenGarry Glen Ross 2:00 - Chad says the blog is about being a better student at your profession, and g...

This episode of The Confident Advisor Practice Podcast with Bill Bush and Chad Soileau of the Horizon Financial Group talk about succession planning, the benefits that advisors need to be aware of, and the resources that Horizon Financial Group can provide.   Episode Highlights:   01:09 – Chad Soileau introduces himself and how he got involved with Horizon              Financial Group. 02:09 – Wha...

This episode comes from a recent Horizon Advisor Network coaching call with Pete Bush, who explains how and why to charge consulting fees to take your business to the next level. You'll learn why you should charge this way to position yourself as a problem solver with a business that will be ready for big changes in the financial planning industry.   Show Notes:   2:07--- What is fee for service o...

This episode comes from a recent Horizon Advisor Network coaching call with Pete Bush, who addresses the difference in whether your practice is a stock or a bond? Learn the characteristics of stocks and bonds as they apply to a business, how the estimated value of your business effects you whether you are buying selling, or in a holding pattern, and how you should be balancing your total revenue b...

This episode captures Pete Bush's recent quarterly coaching call for Horizon Network, and he talks about buying and selling practices and what you can do to position yourself well.   Show Notes:   1:00 - How to make your practice the most attractive buyer or seller in the market 4:00 - A buyer preparation service can make you the ideal buyer 5:00 - Why do we want to be an attractive buyer or selle...