The Confident Advisor Practice Podcast

Jan 13 2025 51 ep. 21 mins 2
The Confident Advisor Practice Podcast artwork

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 Practice 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. 15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810

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A New Season of Empowering Advisors

Jan 13 2025 16 mins  
Episode Summary: In this inaugural episode of season 3 of The Confident Advisor Practice Podcast, Pete Bush, CEO of Horizon Advisor Network, welcomes special guest Adam Figura, Director of Advisor Growth. Together, they discuss the unique culture of the Horizon Advisor Network and the importance of fostering growth among financial advisors. Adam shares his journey in financial serv

The Power of Community

Aug 08 2024 18 mins  
In this episode of the Confident Advisor Practice, hosts Bill Bush and Brother Pete delve into the significant benefits of joining a community of like-minded financial advisors. They explore how collaboration, knowledge sharing, and support within such communities can empower advisors, enhance their practice management, and foster professional growth. The discussion also touches on

Top Ten Advisor Frustrations!

Jul 11 2024 19 mins  
Summary: In this episode of the Confident Advisor Practice, hosts Bill Bush and Brother Pete delve into the top 10 frustrations financial advisors face in their profession. Through their discussion, they explore various challenges, from operational support to the constant need for self-promotion, offering insights and potential solutions to each issue. This conversation sheds light

Maintaining Momentum in the Summertime

Jun 19 2024 16 mins  
In this episode of The Confident Advisor Practice, hosts Bill and Pete Bush explore various strategies and insights for financial advisors aiming to enhance their practice's confidence levels. The discussion revolves around navigating the traditionally slower summer months in the advisory business, focusing on marketing versus sales activities, engagement opportunities, and pers

All About OSJs

Mar 25 2024 18 mins  
In this episode of the Confident Advisor Practice Podcast, hosts Bill and Pete Bush dive into the intricacies of the Office of Supervisory Jurisdiction (OSJ) model, sharing their insights and experiences from the Horizon Advisor Network. They discuss the evolving role of OSJs in the securities industry, shedding light on how OSJs provide support, compliance, supervision, and additi

Financial Advisor Interview Tips

Feb 26 2024 20 mins  
In this episode of the Confident Advisor Practice podcast, hosts Bill Bush and Pete share valuable insights and tips for successful interviews and public speaking engagements. They discuss their experiences with interviews and conversations on various platforms. They mention that interviews can sometimes feel like conversations or Q&A sessions, whether on podcasts, at events, or

Focus on Having the Best Year Ever!

Jan 25 2024 21 mins  
The Confident Advisor Practice podcast, hosted by Bill Bush and Pete Bush of the Horizon Advisor Network, explores tips, strategies, and perspectives for financial advisors to build, maintain, and grow confidence in their practice. In this episode, they discuss the beginning of a new year and the importance of setting goals for the financial advisor's business. The episode also ai

EOS with Theresa Barnard

Sep 08 2023 29 mins  
On 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

A.I. in the F.A. World?

Jun 20 2023 15 mins  
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 t

CYA: Protecting Your Practice

May 01 2023 30 mins  
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 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: C