Jan 16, 2018
The Confident Advisor Practice Scorecard
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 mindset will only lead to poor, financial management practices and why those who involve stakeholders are given a positive score. Tune-in to see where you stand in your financial management practices and get insights on how you can improve.