The Confident Advisor Practice Podcast

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Pete Bush and Bill Bush, CEO and Advisors at the Horizon Financial Group, sit with Brett Harrison, CEO of Cetera Advisors. They discuss managing your financial advising business through the future and industry shifts.   Show Notes:   00:47---Introduction of guest Brett Harrison, CEO of Cetera. 1:52---...

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, host Pete Bush, Advisor at the Horizon Financial Group, discusses the concept of having five dials for your business. The five dial approach gives business owners five key metrics to ¨fly¨ their business.   Show Notes:   1:00---Introduction of the five dials that will help you manage your business 3:17---If...

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Pete Bush, Advisors at the Horizon Financial Group, discuss how to manage your business smartly with Jeff Litteken and Geoff Lamoine from Remotelink Solutions. Remotelink Solutions offers a versatile service to help supplement and complement your business. They take the administrative ta...

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, host Pete Bush, CEO of the Horizon Financial Group, discusses the importance of having a Pipeline Management System. Pete leaves us with the necessary tips and tricks to develop a client acquisition process that works for our own businesses. He imparts the information in an easily digestible bite that allow...

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Pete Bush interview Dan Mayes, SVP Succession Planning and Business Acquisition at Cetera Financial Group.  They define and discuss continuity and succession planning.  They also define 4 common challenges that advisors face with succession planning as well as a process for creating a pl...

  During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Chris Sullivan interview Jesse Hurst, President of Impel Wealth Management. They discuss his history in financial management, and how Impel has grown and collaborates with partners like Horizon Financial Group.   Time Stamped Show Notes: 01:40 – Jesse started in this business in 1987....

Summary:   During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Chris Sullivan interview guest Richard Whitworth, the Managing Director – Business Consulting at Cetera Financial Group. The talk moves around various topics and concerns related to the changes that artificial intelligence are creating in the financial advisement and investmen...

Today on the Confident Advisor Practice from the Horizon Advisor Network, host Bill Bush and Pete Bush of the Horizon Financial Group discuss with Cam Morton, a business broker who deals in acquisitions, sales, and mergers. They discuss what is involved for business owners to successfully exit their companies.    Time Stamped Show Notes: 00:56 – Cam Morton has worked on Wall Street and ran a publi...

Building Your Retirement Plans Team   Summary:   Today on the Confident Advisor Practice from the Horizon Advisor Network, host Bill Bush and Pete Bush of the Horizon Financial Group continue discussing retirement plans with Andy Bush, who heads up the retirement plans services at Horizon Financial Group, and provides assistance in the advisors network.   Time Stamped Show Notes: 01:38 – Andy Bush...

Teaming Up with a TPA: Building Success in Retirement Plans Business   Summary:   In this podcast episode of Confident Advisor Practice by Bill Bush and Pete Bush of the Horizon Advisor Network, they welcome their guest Melissa Terito, a partner and CPA at the accounting and business advisement firm Faulk & Winkler. Melissa handles their third party administrative practice (TPA) – branded as Senti...

Completing The Confident Advisor Scorecard.   Summary:   During this installment of The Confident Advisor Practice from the Horizon Advisor Network, Bill Bush, Pete Bush, and Chris Sullivan discuss the importance of building your team and continuity and succession—the last two categories on the Confident Advisor Scorecard.   Time Stamped Show Notes: 00:54 – Bill Bush, Pete Bush, and Chris Sullivan...

Processes and Procedures Summary: The Confident Advisor Practice from the Horizon Advisor Network discusses the importance of process and procedures, how they can be properly embedded into your company to make them easily taught and transferable to new employees, and how to empower your team to make your agency run smoother without depending on the owner having to micro-manage everything. Time Sta...

Improving Your Professional Network   Summary:   Today on the Confident Advisor Practice from the Horizon Advisor Network, host Bill Bush, Pete Bush and Chris Sullivan of the Horizon Financial Group continue discussing the Confident Advisor Practice scorecard for rating financial advisors and business owners. They have previously covered Financial Management, Vision, Value Proposition, and Busines...

Summary:   In today's 5th episode of the Confident Advisor Practice from the Horizon Advisor Network, Bill Bush, Pete Bush, and Chris Sullivan of the Horizon Financial Group of Baton Rouge, Louisiana talk about ways to factor in business development when financial advisors rate themselves using the Confident Advisor Practice scorecard . They address the 1-3 category that deals with "the strategy o...

  Value Proposition and the Confident Advisor Practice Scorecard   Confident Advisor Practice by Bill Bush with Brother Pete and Chris Sullivan -Podcast Show Notes- Summary:   Today on the Confident Advisor Practice from the Horizon Advisor Network , host Bill Bush, Brother Pete and Chris Sullivan of the Horizon Financial Group continue discussing the Confident Advisor Practice scorecard for ratin...

How the Confident Advisor Practice Scorecard Deals With Vision   Summary:   The Confident Advisor Practice from the Horizon Advisor Network discusses tip and strategies to grow and maintain confidence in financial advising. This episode has host Bill Bush of the Horizon Financial Group of Baton Rouge, Louisiana chatting with Brother Pete and Chris Sullivan about the ways in which having vision com...

The Confident Advisor Practice Scorecard Summary: In this episode, Bill and Pete Bush of Horizon Financial Group along with Chris Sullivan discuss the importance of financial management, an important metric on the Confident Advisor Practice Scorecard . They outline the practices and ideals that determine your score—one being low on the Scorecard and twelve being high. Find out why a scarcity minds...

Welcome to The Confident Advisor Practice Summary: In this episode, Bill and Pete Bush of Horizon Financial Group along with Chris Sullivan discuss the importance of being CONFIDENT with your financial advisory practices. They discuss how Horizon Financial Group has grown over the years and list some of the trends and challenges in the financial industry today. Tune-in to hear the benefits of the...