Confident Advisor Podcast

Listen on iTunes, Spotify, Libsyn, Google...or right here

Featured Episode

All About OSJs

What's an OSJ? Bill and Pete break it down in this episode of The Confident Advisor Practice Podcast...

All Episodes

Financial Advisor Interview Tips

A few tips to consider when advisors prepare to be interviewed by the media....

Focus on Having the Best Year Ever!

Bill and Pete challenge advisors to think big for 2024...

EOS with Theresa Barnard

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.

AI in the FA world

Bill and Chad discuss artificial intelligence and the potential use for it in the financial advisory world...

CYA: Protecting Your Practice

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.

Types of Referrals

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 referrals, the golden egg of the business substitute.

Working In and Working On the Business

Hosts Bill Bush and Chad Soileau talk about working on the business and working in the business.

5 Down-Market Opportunities for Advisors to Consider

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 opportunities that advisors may have given the current market conditions.

Should I Become a 401(k) Advisor?

Hosts Bill Bush and Chad Soileau talk about the pros and cons of becoming a 401(k) advisor

How to Elevate Your Practice Marketing via Podcasting

A discussion on how to up your practice marketing through the use of podcasts

Continuity, Buy-Sell Agreements, and Succession

In this episode of “The Confident Advisor Practice Podcast”, hosts Bill Bush and Chad Soileau discuss the best practice for advisors including continuity and succession.

Growth by Acquisition-Part 2

Growth by Acquisition-Part 2

Growth by Acquisition-Part 1

Growth by Acquisition-Part 1

Summer Plays Off

Summer Plays Off

Growth Through Client Acquisition

Bill Bush and Chad Soileau discuss growth, particularly through client acquisition, and shares some great tips to grow the business through Networking, Marketing, Prospecting and Communicating.

Building Your Brand: Engaging With a Specialist

Bill and Chad speak with Jaci Russo of brandRUSSO and Brand State U about branding strategies, and different ways to engage branding professionals in support of your business.

The Senses Around Branding

Bill and Chad share how to think about your business’ branding in terms of the five senses.

You Can Say "No"

Bill Bush, Chad Soileau, and Pete Bush talk about the importance of knowing when to say no to a business opportunity.

Zoomed In

Bill Bush and Chad Soileau talk about best practices for meetings on Zoom.