Jan 5, 2018
The Confident Wealth Experience
Summary:
The hosts of The Confident Wealth podcast Bill Bush and Peter Bush spend this episode explaining each of the six steps that make up the financial planning system Peter developed for the Horizon Financial Group called “The Confident Wealth Experience.” You will learn all the important steps that include: “The Discovery Conversation,” “Your Confident Wealth Strategies,” “Your Confident Wealth Action Plan,” “The AdvisorLink Advantage,” “The Confident Wealth Monitor,” and “The Confident Care System.” Learn the valuable reasons why many Horizon Financial Group clients have benefitted from “The Confident Wealth Experience” to plan for a more financially sound tomorrow.
Time Stamped Show Notes:
3 Key Points:
Tweetable Quotes:
- “There’s two main outcomes you can have in your life. And one is you outlive your money, and the other one is your money outlives you.” – Pete Bush
- “The outcome of planning is confidence.” – Pete Bush
- “Financial planning tends to get emotional, because you start to deal with people, and dreams, and goals.” – Pete Bush
Resources Mentioned: