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 the ways in which they will focus the way you are using your time.
Episode Highlights:
terms diversify, allocate, and rebalance to managing their practice.
activities?
to areas of importance.
doing.
3 Key Points:
Tweetable Quotes:
Resources Mentioned: