Bullish on Business Video Series

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:


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Here’s a list of topics for 2019:

Date Topic
January Investment Lineup Update
February AFA Production
March Client Experience
April A year in the life of a top client
May Acquisitions
June and July Break for summer
August Investment Lineup Update
September Leadership
October Client Acquisition
November Tax Savings Ideas
December 2020 Outlook

 

2018 Selected Bullish on Business Episodes

Contact us at 270-663-7264 or bhoak@dynamicdirections-d2.com if you have questions about Bullish on Business!