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Apr 27, 2018

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...


Apr 10, 2018

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...