Nov 21, 2018
During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Pete Bush and Bill Bush, CEO and Advisors at the Horizon Financial Group, sit with Brett Harrison, CEO of Cetera Advisors. They discuss managing your financial advising business through the future and industry shifts.
Show Notes:
3 Key Points:
Tweetable Quotes:
- “It is about connecting with the person. It is not all about the spreadsheets” –Pete.
- “The financial well-being of a household is second ot health.” – Brett.
- “Health and wealth are connected.” –Bill.
- “To help with the Next Gen investor, we need to upgrade ourselves in regards to our interaction with technology.” –Brett.
Resources Mentioned: