29 episodes

The Confident Advisor Practice Podcast is a production of the Horizon Advisor Network. Each episode will concentrate on topics relevant to the independent financial advisor. From practice management, to succession planning, to make the most of your resources and talent, the Confident Advisor Practive Podcast aims to be a resource for advisors looking to network and grow their business.

Registered Representatives offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 8280 YMCA PLAZA DR BLDG 5 BATON ROUGE, LA 70810

The Confident Advisor Practice Podcas‪t‬ Pete Bush

    • Investing
    • 5.0 • 1 Rating

The Confident Advisor Practice Podcast is a production of the Horizon Advisor Network. Each episode will concentrate on topics relevant to the independent financial advisor. From practice management, to succession planning, to make the most of your resources and talent, the Confident Advisor Practive Podcast aims to be a resource for advisors looking to network and grow their business.

Registered Representatives offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 8280 YMCA PLAZA DR BLDG 5 BATON ROUGE, LA 70810

    You Can Say "No"

    You Can Say "No"

    During this episode of The Confident Advisor Practice Podcast, Bill Bush, Chad Soileau, and Pete Bush talk about the importance of knowing when to say no to a business opportunity.

    • 16 min
    Zoomed In

    Zoomed In

    During this episode of The Confident Advisor Practice Podcast, Bill Bush and Chad Soileau talk about best practices for meetings on Zoom.

    • 18 min
    19 COVID Slow Down Positives

    19 COVID Slow Down Positives

    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.

    • 19 min
    Catching Trust

    Catching Trust

    This episode of The Confident Advisor Practice Podcast with Bill Bush and Chad Soileau talk about the importance of your clients trusting you, and ways to maintain that during times of uncertainty like COVID-19.

    • 19 min
    Talent + Team + Time = Success

    Talent + Team + Time = Success

    This episode of The Confident Advisor Practice Podcast with Bill Bush and Chad Soileau talk about the similarities of what it takes to have success in sports and having success in the financial arena. Bill and Chad break down how the Three Ts: talent, team, and time play a key role...along with the non-T-word ‘luck.’

    • 10 min
    Practice Time "Portfolio"

    Practice Time "Portfolio"

    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.

    • 13 min

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