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Oct 31, 2019

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...


Sep 26, 2019

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...


Sep 5, 2019

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...


Apr 5, 2019

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...


Feb 12, 2019

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...