Feb 1, 2018
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 comes into play as they continue discussing the Confident Advisor Practice scorecard for rating financial advisors and business owners. They address the 1-3 category that deals with having vision. The 4-6 category focuses on the action steps and accountability it takes to execute ambitious plan. Then, there is the 7-9 category for adapting and growing and the 10-12 category that addresses the “why” of your business that motivates your achievements.
Time Stamped Show Notes:
3 Key Points:
Tweetable Quotes:
- “Business that lack vision lack success.” – Pete Bush.
- “You are too busy working in the business to work on the business.” – Bill Bush.
- “My “why” is that I love improving things around me.” – Chris Sullivan.
- “Vision without action is merely a dream. Action without vision just passes the time. Vision with action can change the world.” – Chris Sullivan.
Resources Mentioned:
Confident Advisor Practice Scorecard