Welcome to the new and improved Bullish on Business! As we strive to serve you better, we are moving to a pre-recorded format that will allow you to watch each episode at your convenience.
We plan to publish a video on the third week of each month (our normal webinar week). Each episode will still feature a market update from Investment Guru Drew Watson, along with a more in-depth look at a particular topic relevant to your practices.
August Episode
We start off with a market update before discussing recommendations on how to handle new asset allocation requirements in your practice. We then feature our semi-annual Investment Update, where Drew Watson helps you reset your investment lineup according to current market conditions.
Just click below to play this month’s Bullish on Business. A copy of the updated Investment Spreadsheet is also available for you to download below.
Mark your calendars for the next episode of Bullish on Business – it will be available the week of September 20!
Resources
Bullish on Business is a video subscription series from Dynamic Directions providing on-demand expertise for financial advisors. More than 200 subscribers receive each monthly episode featuring a current market update along with an in-depth look at a specific topic such as Niche Marketing, Tax Savings Ideas, Investment Lineups and more.
Bullish on Business comes out the third week of each month. Join our subscriber list here to receive monthly market updates and recommendations, along with expert advice on the intricacies of running a modern financial office.