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:
Here’s a list of topics for 2019:
|January||Investment Lineup Update|
|April||A year in the life of a top client|
|June and July||Break for summer|
|August||Investment Lineup Update|
|November||Tax Savings Ideas|
2018 Selected Bullish on Business Episodes
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