Episode 04 – Josh Bartholomew: On the Importance of Building Community Inside Your Practice

Episode Summary

In this episode of 16 Ways from Sunday, Josh Bartholomew discusses the importance of building community inside of your financial practice. He details some of the reasons why his company, Horizon Investments, was the recent recipient of some asset manager awards at the Envestnet Summit in New Orleans. He also discusses the vision behind the consulting division inside of his firm and a huge opportunity he sees for financial advisors that isn’t currently being leveraged.

 

 

Show Notes & References

Company Link:

Horizon Investments

Contact Information:

LinkedIn

Email: josh@horizoninvestments.com

Biography:

Mr. Bartholomew is responsible for the firm’s Consulting efforts. In this capacity he works directly with investment advisors to help support their efforts in growing their practice. With his comprehensive view of advisory business, he can offer expert insights and actionable strategies to our advisor clients through a comprehensive suite of education, training and consulting solutions.

Prior to Horizon, Mr. Bartholomew was a regional account executive at Renaissance World Wide, Inc., a national consulting firm.

Mr. Bartholomew received a BA from North Carolina at Greensboro and a MS from Appalachian State University.