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 Referral Culture
March Client Experience
April Purple Teeth Marketing
May Insurance
June and July Top 100 and Operations
August Investment Lineup Update
September Beat Your Competition
October Business Planning
November Tax Planning Ideas
December Marketing

Previous Bullish on Business Episodes

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