Shows
The Confident Advisor Practice PodcastEOS with Theresa BarnardOn today's episode of "The Confident Advisor Practice Podcast," a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau talks to Theresa Barnard from Evergreen Solutions. They explain that they met Theresa through their involvement on the board of the Financial Planners Association of Louisiana and how they got to know each other. Episode Highlights · 01:56: The host talks about the EOS system (Entrepreneurial Operating System). They mention that the EOS system was derived from Gino Wickman's work, possibly referring to a book called "Traction" by Gino Wickman. · 02:24: Theresa mentions that she e...2023-09-0829 minThe Confident Advisor Practice PodcastA.I. in the F.A. World? On today's episode of "The Confident Advisor Practice Podcast," a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau discuss about the growing popularity of artificial intelligence (AI) in 2023 and its potential positive effects on the financial advisory business. The speakers acknowledge that AI has rapidly emerged and is now widely present. They express their intention to explore the known positive impacts of AI in the financial advisory field and encourage thinking outside the box. Episode Highlights · 01.07: Bill and Chad discuss the adaptability of AI to the diversity of practices among fina...2023-06-2015 minThe Confident Advisor Practice PodcastCYA: Protecting Your PracticeIn today's episode of "The Confident Advisor Practice Podcast," a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau talk about practice management. Today they are going to discuss about the importance of CYA in your practice. Episode Highlights § 01:36: The CYA 360 was born as a single-day event for business owners and business leaders. § 01:50: CYA 360 was a one-day symposium with guest speakers all speaking on their individual topic of specialization and expertise, whether that is buy-sell agreements, risk mitigation, company retirement plans, what are all the threats and things they...2023-05-0130 minThe Confident Advisor Practice PodcastTypes of ReferralsIn today's episode of "The Confident Advisor Practice Podcast," a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau talk about referrals, the golden egg of the business substitute. Episode Highlights · 01:20: Bill and Chad are going to talk about the three typical types of referrals that you may want to concentrate on and then obviously use all at the same time. · 01:40: First type of referral is passive referral, meaning somebody else is referring to. · 02:47: The next type of referral in called the reactive referral. It's typically that someone y...2023-03-1314 minThe Confident Advisor Practice PodcastWorking On & Working In the BusinessIn today's episode of "The Confident Advisor Practice Podcast", a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau talk about working on the business and working in the business. Episode Highlights 40: As per Chad, many advisors are struggling with the differences between working on your business and working in your business and what it does to your business. 23: Chad talks about the importance of bigger-picture thinking tools and how they play an important role in "working on the business." 37: Chad explains how "Working in your business" is more of...2023-01-3012 minThe Confident Advisor Practice Podcast5 Down-Market Opportunities for Advisors to ConsiderIn today’s episode of “The Confident Advisor Practice Podcast”, a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau talk about the opportunities that advisors may have given the current market conditions. They go through the list of five down-market opportunities for advisors to improve their practices now. Episode Highlights 01:10 – Chad says there are opportunities around every corner. If you're new or may have been around for a while or maybe at the end of your practice, there are always opportunities in every situation. 03:00 - The idea of being first to reach...2022-10-2119 minThe Confident Advisor Practice PodcastShould I Become a 401(k) Advisor?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 the retirement plans and 401(k) plans for advisors. They discuss various company retirement plans, where most of which are 401(k) plans. Episode Highlights 02:35 – Bill mentions that they have about 75 company retirement plans. Most of those are 401(k) plans, a few simple IRAs, and a 457 plan. 04:35 – They probably spend any given week 50 to 60 to 70% of their time inside that retirement plan space, says Chad. 06:32 – Bill shares some of the good things about...2022-09-0927 minThe Confident Advisor Practice PodcastHow to Elevate Your Practice Marketing via PodcastingIn today’s episode of “The Confident Advisor Practice”, a podcast from the Horizon Advisor Network that explores tips, strategies, and perspectives for building, maintaining, and growing confidence in your practice as a financial advisor. In this episode, hosts Bill Bush and Chad Soileau discuss the topic ‘How to Elevate Your Practice Marketing via Podcasting’. They will dive into some best practices, some barriers, and ways advisors should be doing podcasts for expanding their marketing efforts. Episode Highlights 01:20 - Chad thinks a lot of advisors are starting to look at podcasting as a marketing tool with a lot more interest in how we start. 03:00 - One...2022-06-3021 minThe Confident Advisor Practice PodcastContinuity, Buy-Sell Agreements, and SuccessionIn today’s episode of “The Confident Advisor Practice Podcast”, a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau discuss the best practice for advisors including continuity and succession. Episode Highlights 01:12 – Bill mentions that only about 10% of advisors have written, executable continuity documents in place. 03:50 – Bill asks about the ‘Continuity Agreement’, he enquires what is it, how do you get one in place and what does it cover? 06:10 – There are two pieces with continuity agreements. It can be temporary, and it can be triggered by a short-term disability or it can also be triggered by t...2022-05-0519 minThe Confident Advisor Practice PodcastGrowth by Acquisition-Pt. 2In today’s episode of “The Confident Advisor Practice Podcast”, a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau bring us Part 2 of their discussion on “Growth by Acquisition”. They’ll continue the conversation by talking about networking, continuity and succession partnerships, marketing and outreach programs, and looking for the “seeds of discontent”. 01:22 – Bill enquires from Chad that who needs to know the story? 03:05 – Chad suggests considering the support staff that helps you through your broker dealer. He mentions that their growth officers and consultants have been very good for them, because they lean in a lot. 0...2021-11-1129 minThe Confident Advisor Practice PodcastGrowth by Acquisition-Pt. 1In today’s episode of “The Confident Advisor Practice Podcast”, a podcast from the Horizon Advisor Network, hosts Bill Bush and Chad Soileau discuss on one of the things that is talked about throughout the financial industry and network which is ‘Growth by Acquisition’. In Part 1 of this 2-part topic, Bill asks if you are ready to take on some growth. Episode Highlights 01:10 - Chad gives an insight about ‘Horizon – The Advisor Network’. He says that they also do consulting services and nationwide they have about 55 producing advisors. They manage about 2.7 billion as a group, under...2021-11-1122 minThe Confident Advisor Practice PodcastSummer Plays OffIn 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...2021-07-3017 minThe Confident Advisor Practice PodcastGrowth Through Client AcquisitionIn today’s episode of “The Confident Advisor Practice Podcast” hosts Bill Bush and Chad Soileau talk about growth, particularly through client acquisition, and shares some great tips to grow the business through Networking, Marketing, Prospecting and Communicating. Episode Highlights 02.03 - Chad Soileau says that we all have to remember that this is a game and it is only won in the field. 03.55 – As per Chad Soileau, if we really want to go forward and want to reinvent ourselves, we need to ask what we would like our business to be. 05.21 – According to him, we need a pr...2021-06-2520 minThe Confident Advisor Practice PodcastBuilding Your Brand: Engaging With a SpecialistDuring this episode of The Confident Advisor Practice Podcast, Bill Bush and Chad Soileau speak with Jaci Russo of brandRUSSO and Brand State U about branding strategies, different ways to engage branding professionals in support of your business, and more. Episode Highlights: 1:12 - Jaci Russo is a brand strategist with over 25 years of experience and is co-founder of brandRUSSO. 2:15 - The key first step is to define what you mean by brand before you start talking about it. 2:25 - Brand does not mean your logo; that’s the brand identity. The brand is t...2021-03-2226 minThe Confident Advisor Practice PodcastThe Senses Around BrandingDuring this episode of The Confident Advisor Practice Podcast, Bill Bush and Chad Soileau share how to think about your business’ branding in terms of the five senses. Episode Highlights: 1:20 - Bill and Chad are centering their podcast theme around branding for the first quarter of 2021. 2:21 - Even if you’re not doing it consciously, you are always building your brand. 2:30 - Find the “who,” or the other people who are experts around branding to help you. 4:00 - Think about your branding in terms of the five senses. 4:40 - Sight is the most obvio...2021-03-0319 minThe Confident Advisor Practice PodcastYou 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. Episode Highlights: 01:17 – They discuss why saying no is important in running a practice because you can't take on every opportunity that comes your way. 03:59 – Practices should have a defined vision to avoid a catch-all strategy. 04:40 – If you don't make a clear choice about who you want to serve, you have to be able to provide mixed service levels to clients with varying needs. 0...2020-08-1716 minThe Confident Advisor Practice PodcastZoomed InDuring this episode of The Confident Advisor Practice Podcast, Bill Bush and Chad Soileau talk about best practices for meetings on Zoom. Episode Highlights: 01:42 – Bill and Chad discuss the prevalence of Zoom during the COVID-19 pandemic and how to create a good Zoom presentation. 03:30 – Do some practice runs on Zoom with your coworker to familiarize yourself with the software's functionality. 05:00 – How can you make your Zoom meeting not look bad? Think about the visuals—what's behind you? 05:56 – You can use a virtual background or green screen in Zoom. 06:50 – Make sure your camera lens is clean...2020-08-0318 minThe Confident Advisor Practice Podcast19 COVID Slow Down PositivesDuring 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 leadershi...2020-05-2819 minThe Confident Advisor Practice PodcastCatching TrustThis 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. Episode Highlights: 01:41 – Bill Bush and Chad Soileau discuss changes in communication due to the coronavirus. 02:26 – Chad expresses the importance of a client’s trust. 03:00 – Times of uncertainty push people to find answers from those they trust. 03:46 – What happens if there is a breakdown in a client getting in touch with you? 05:39 – Is your voicemail operating correctly? 06:23 – Are contact numbers and emai...2020-04-2319 minThe Confident Advisor Practice PodcastTalent + Team + Time = SuccessThis 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.’ Episode Highlights: 01:45 – Bill Bush and Chad Soileau make the comparison between the NASCAR success and having financial success. 02:51 – Financial success starts with having great talent involved. 03:24 – Make sure your talent is supported by a strong and resourceful...2020-03-0510 minThe Confident Advisor Practice PodcastPractice 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. Episode Highlights: 00:55 – Bill Bush and Chad Soileau introduce the topic of applying the financial terms diversify, allocate, and rebalance to managing their practice. 02:37 – What is diversification and...2020-01-2913 minThe Confident Advisor Practice PodcastAlways Be LearningThis episode of The Confident Advisor Practice Podcast with Bill Bush and Chad Soileau of the Horizon Financial Group covers about how to build better clients by investing in continual learning. Episode Highlights: 1:09 - Chad talks about when he was a junior advisor, and he watched the film GlenGarry Glen Ross 2:00 - Chad says the blog is about being a better student at your profession, and getting better at what you are doing, so you’ll close more business. 2:32 - Where do you start on the concept of ‘Always be learning?’ 3:24 - Designat...2019-10-3117 minThe Confident Advisor Practice PodcastThe Importance of Succession PlanningThis episode of The Confident Advisor Practice Podcast with Bill Bush and Chad Soileau of the Horizon Financial Group talk about succession planning, the benefits that advisors need to be aware of, and the resources that Horizon Financial Group can provide. Episode Highlights: 01:09 – Chad Soileau introduces himself and how he got involved with Horizon Financial Group. 02:09 – What does Chad’s job at Horizon Financial Group? 03:27 – Chad discusses a blog post he wrote about succession planning and the importance of it. 08:17 – What steps should someone take in their 40s if they don’t have a succession plan...2019-09-2618 min