Welcome to September’s Bullish on Business! After a current market update, we discuss how to Beat Your Competition as advisors. Just click below to play this month’s episode.

Principal Funds
Thanks to Principal Funds for sponsoring this month’s Bullish on Business episode! Make sure to watch the 3-minute video from Principal after the market update to gain some valuable insights. You may also download these resources from Principal (just click to see each one):

 

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.

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.

We usually take June and July off from the Bullish on Business webinar, but we produced a special July bonus episode to discuss new Asset Allocation requirements from your broker-dealer. We know many of you have concerns about how to implement the new requirements, along with questions about various investment vehicles.

To help you begin to get a handle on this topic, we asked our own D2 Investment Guru Drew Watson how his practice is adapting to the changes. He begins with a short market update before discussing his best practices.

We pre-recorded this episode so it would be available on-demand whenever you have a few minutes – just click here or below to watch!

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.