Ep. 04 – Josh Bartholomew: On the Importance of Building Community Inside Your Practice
16 Ways from Sunday
English - November 01, 2018 19:00 - 53 minutes - 73.1 MB - ★★★★★ - 19 ratingsInvesting Business 16waysfromsunday businessgrowth sales advertising financialadvisormarketing marketing markmersman usafinancial Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode of 16 Ways from Sunday, Josh Bartholomew discusses the importance of building community inside of your financial practice. He details some of the reasons why his company, Horizon Investments, was the recent recipient of some asset manager awards at the Envestnet Summit in New Orleans. He also discusses the vision behind the consulting division inside of his firm and a huge opportunity he sees for financial advisors that isn’t currently being leveraged.