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8280 YMCA Plaza, Building 5, Baton Rouge, LA 70810.

Advisors of Horizon are Registered Representatives of Cetera Advisors a broker/dealer and Registered Investment Adviser.

May 28, 2020

During this episode of The Confident Advisor Practice Podcast, Bill Bush and Chad Soileau talk about 19 different things that happened during the coronavirus pandemic that can be viewed as positive.


Episode Highlights:


  • 01:41 – Bill Bush and Chad Soileau discuss that there are positive things that came out of the COVID-19 crisis?
  • 02:50 – What are ways to be organized and efficient?
  • 04:00 – Prepare a planning process on both the client side and the advisor side.
  • 04:55 – What are some positives that have come out of trust?
  • 05:47 – Which pluses emerged on the technology side?
  • 07:28 – Place an importance on good leadership.
  • 08:10 – How often do you reach out to your clients and adapt to their needs?
  • 10:10 – COVID-19 was a chance to stress test your staff and address wants and
  • 13:26 – Look for chances to enhance even when situations are difficult and help

             others make better decisions.

  • 15:58 – They talk about their personal work/life balance when working from home

             during the coronavirus. 


3 Key Points:

  1. Be organized and efficient in your practice to prepare for challenging times.
  2. You are only as good as the weakest link in your chain.
  3. There are opportunities to grow during all situations.


Tweetable Quotes:

  • (Technological efficiency) “Us using Zoom, being more efficient in the way that we can talk to our clients, and talk to our peers, and talk to our partners so to speak, it has pulled all that forward.” – Chad Soileau.
  • “What is the difference between an obstacle and an opportunity? Our attitude toward it. Every opportunity has a difficulty. Every difficulty has an opportunity.” – Chad Soileau.
  • “You have to find a way to get in touch with your client, and the idea that maybe what you did before worked. Now maybe it doesn’t.” – Chad Soileau.



Resources Mentioned: