In today's episode of "The Confident Advisor Practice Podcast", a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau talk about some of the things that you can focus on during the vacations / summertime that will help you get to the next level and keep you moving forward.
Episode Highlights
- 01: - Bill says that there's been a lot of travel happening lately as things are opening up and so a lot of clients & prospects are heading out of town.
- 03:27: - As per Chad, you can't allow yourself to use the summer slowdown as an excuse to lose focus and to kind of abandon activity.
- 05:15: - Chad defines what he means by staying active.
- 07:27: - Bill thinks that lately they are observing reopening of events being held and that can lead to opportunities to get in front of crowd now which wasn't available maybe a year ago when everything was locked down.
- 09:42: - Bill states that he has used this time to do some of the self-learning.
- 11:44: - Bill points out that it's also a good time to start planning for some of the activities as the end of third quarter is approaching.
- 13:00: - According to Chad, this is a perfect time to explore a few different things, because you have more time right now and this may not be for everyone.
- 14:44: - They both talk about quarterly goals as it could be pretty busy during last couple of weeks.
Three Key Points
- As per Bill and Chad, one thing they practice at Horizon is that they have weekly advisor meetings and they constantly track all these activities without taking a week off.
- Bill mentions that they have an event coming-up with a Broker Dealer, where he will be on stage and would be talking about some of the activities they do to grow their marketing efforts.
- Chad suggests doing some social networking activities during these vacations like trying a blog, doing some newsletters, sending emails to your clients, doing some beta test, etc. as it's the perfect time to do so.
Tweetable Quotes
- "You know there's summertime, where people are typically taking vacations, yeah." - Chad Soileau
- "A lot going on at that time, a lot of distractions and activities outside of the norm, yeah it is for everyone right." – Bill Bush
- "I would tell you, you know, right now, throughout the year people are very busy for the majority of the year, let's call it, right." - Chad Soileau
- "We do track in our meetings, we call them stages." - Bill Bush
- "This is kind of a good time to, if you haven't been creative and done a newsletter or blog" - Bill Bush
- "It's a perfect time to start looking at those things." - Chad Soileau
Resources Mentioned
Call the Horizon Financial Group: (225) 612-3820
