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The Confident Advisor Practice Podcast

Pete Bush

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The Confident Advisor Practice Podcast
The Confident Advisor Practice Podcast

The Confident Advisor Practice Podcast

Pete Bush

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0
Plays
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About Us

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.

Latest Episodes

The Importance of Succession Planning

This 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.

18 MIN2 weeks ago
Comments
The Importance of Succession Planning

Taking Your Business to the Next Level via Consulting Fees

This episode comes from a recent Horizon Advisor Network coaching call with Pete Bush, who explains how and why to charge consulting fees to take your business to the next level. You’ll learn why you should charge this way to position yourself as a problem solver with a business that will be ready for big changes in the financial planning industry.

29 MINSEP 6
Comments
Taking Your Business to the Next Level via Consulting Fees

Is Your Practice a Stock or a Bond?

This episode comes from a recent Horizon Advisor Network coaching call with Pete Bush, who addresses the difference in whether your practice is a stock or a bond? Learn the characteristics of stocks and bonds as they apply to a business, how the estimated value of your business effects you whether you are buying selling, or in a holding pattern, and how you should be balancing your total revenue between labor and expenses.

25 MINAPR 6
Comments
Is Your Practice a Stock or a Bond?

How to make your Practice Acquisition Attractive

This episode captures Pete Bush’s recent quarterly coaching call for Horizon Network, and he talks about buying and selling practices and what you can do to position yourself well.

24 MINFEB 13
Comments
How to make your Practice Acquisition Attractive

The Future of the Biz with Brett Harrison

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.

17 MIN2018 NOV 22
Comments
The Future of the Biz with Brett Harrison

The 5 Things You Need To Know For Business Confidence

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, host Pete Bush, Advisor at the Horizon Financial Group, discusses the concept of having five dials for your business. The five dial approach gives business owners five key metrics to ¨fly¨ their business.

23 MIN2018 NOV 6
Comments
The 5 Things You Need To Know For Business Confidence

The Trick to Managing the Tasks You Don't Want To Do

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Pete Bush, Advisors at the Horizon Financial Group, discuss how to manage your business smartly with Jeff Litteken and Geoff Lamoine from Remotelink Solutions. Remotelink Solutions offers a versatile service to help supplement and complement your business.

23 MIN2018 OCT 23
Comments
The Trick to Managing the Tasks You Don't Want To Do

Pipeline Management Systems

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, host Pete Bush, CEO of the Horizon Financial Group, discusses the importance of having a Pipeline Management System. Pete leaves us with the necessary tips and tricks to develop a client acquisition process that works for our own businesses. He imparts the information in an easily digestible bite that allows us to walk away with in-depth knowledge about pipelines, client acquisition, and segmenting.

27 MIN2018 OCT 3
Comments
Pipeline Management Systems

Continuity and Succession with Dan Mayes

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Pete Bush interview Dan Mayes, SVP Succession Planning and Business Acquisition at Cetera Financial Group. They define and discuss continuity and succession planning. They also define 4 common challenges that advisors face with succession planning as well as a process for creating a plan. The episode concludes with an overview of Cetera’s new “Legacy Builder Program”.

29 MIN2018 SEP 20
Comments
Continuity and Succession with Dan Mayes

Collaboration & Interdependence with Jesse Hurst of Impel Investment Management

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Chris Sullivan interview Jesse Hurst, President of Impel Wealth Management. They discuss his history in financial management, and how Impel has grown and collaborates with partners like Horizon Financial Group.

23 MIN2018 AUG 20
Comments
Collaboration & Interdependence with Jesse Hurst of Impel Investment Management

Latest Episodes

The Importance of Succession Planning

This 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.

18 MIN2 weeks ago
Comments
The Importance of Succession Planning

Taking Your Business to the Next Level via Consulting Fees

This episode comes from a recent Horizon Advisor Network coaching call with Pete Bush, who explains how and why to charge consulting fees to take your business to the next level. You’ll learn why you should charge this way to position yourself as a problem solver with a business that will be ready for big changes in the financial planning industry.

29 MINSEP 6
Comments
Taking Your Business to the Next Level via Consulting Fees

Is Your Practice a Stock or a Bond?

This episode comes from a recent Horizon Advisor Network coaching call with Pete Bush, who addresses the difference in whether your practice is a stock or a bond? Learn the characteristics of stocks and bonds as they apply to a business, how the estimated value of your business effects you whether you are buying selling, or in a holding pattern, and how you should be balancing your total revenue between labor and expenses.

25 MINAPR 6
Comments
Is Your Practice a Stock or a Bond?

How to make your Practice Acquisition Attractive

This episode captures Pete Bush’s recent quarterly coaching call for Horizon Network, and he talks about buying and selling practices and what you can do to position yourself well.

24 MINFEB 13
Comments
How to make your Practice Acquisition Attractive

The Future of the Biz with Brett Harrison

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.

17 MIN2018 NOV 22
Comments
The Future of the Biz with Brett Harrison

The 5 Things You Need To Know For Business Confidence

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, host Pete Bush, Advisor at the Horizon Financial Group, discusses the concept of having five dials for your business. The five dial approach gives business owners five key metrics to ¨fly¨ their business.

23 MIN2018 NOV 6
Comments
The 5 Things You Need To Know For Business Confidence

The Trick to Managing the Tasks You Don't Want To Do

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Pete Bush, Advisors at the Horizon Financial Group, discuss how to manage your business smartly with Jeff Litteken and Geoff Lamoine from Remotelink Solutions. Remotelink Solutions offers a versatile service to help supplement and complement your business.

23 MIN2018 OCT 23
Comments
The Trick to Managing the Tasks You Don't Want To Do

Pipeline Management Systems

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, host Pete Bush, CEO of the Horizon Financial Group, discusses the importance of having a Pipeline Management System. Pete leaves us with the necessary tips and tricks to develop a client acquisition process that works for our own businesses. He imparts the information in an easily digestible bite that allows us to walk away with in-depth knowledge about pipelines, client acquisition, and segmenting.

27 MIN2018 OCT 3
Comments
Pipeline Management Systems

Continuity and Succession with Dan Mayes

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Pete Bush interview Dan Mayes, SVP Succession Planning and Business Acquisition at Cetera Financial Group. They define and discuss continuity and succession planning. They also define 4 common challenges that advisors face with succession planning as well as a process for creating a plan. The episode concludes with an overview of Cetera’s new “Legacy Builder Program”.

29 MIN2018 SEP 20
Comments
Continuity and Succession with Dan Mayes

Collaboration & Interdependence with Jesse Hurst of Impel Investment Management

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Chris Sullivan interview Jesse Hurst, President of Impel Wealth Management. They discuss his history in financial management, and how Impel has grown and collaborates with partners like Horizon Financial Group.

23 MIN2018 AUG 20
Comments
Collaboration & Interdependence with Jesse Hurst of Impel Investment Management
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