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Mar 5, 2020

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...


Jan 29, 2020

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...


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...