The RARE Advisor: Recent Episodes
Mike Walters
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
For The RARE Advisor in video format: http://www.therareadvisor.com
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear about, rant about, or lament about.
For more information, subscribe to Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
In this episode of The Rare Advisor, host Aaron Grady sits down with Dan Garrett, co-founder of Advisor Digital, to explore how financial advisors can automate and streamline their surge meeting schedules using GReminders. If you’ve ever felt bogged down by client scheduling or wished for a more efficient way to batch meetings, this conversation is packed with practical insights. Learn how GReminders integrates with your CRM, sends automated reminders, supports compliance, and frees up your calendar for what matters most. Whether you're a solo advisor or running a growing team, this episode will show you how to reclaim time, boost professionalism, and simplify your tech stack with smarter scheduling.
Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial
For more of The RARE Advisor: https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With decades of experience coaching successful advisors, your host, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, this podcast shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
In this episode of The Rare Advisor, host Aaron Grady dives deep into the concept of "moments of truth"—those pivotal life and financial events that offer powerful opportunities for advisors to deepen client relationships. Whether planned or unexpected, these moments allow you to go beyond money management and truly show up for your clients as a trusted partner in their life journey. Aaron shares practical tips for identifying, acknowledging, and responding to these events with empathy and intention, helping you create professional contrast, client loyalty, and a more referable practice. Tune in to learn how a thoughtful, systematic approach can transform the way you connect with your most valued clients.
Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial
For more of The RARE Advisor: https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With decades of experience coaching successful advisors, your host, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, this podcast shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Tired of the same old financial review meetings? Revolutionize your client communication and stand out from the competition with a simple yet powerful shift: ditch the term "review" and replace it with "strategy and tactical meetings." Learn how this change creates professional contrast, fosters deeper client engagement by focusing on future-oriented planning, and ultimately enhances your client experience. Plus, get actionable best practices for implementing these S&T meetings, including agenda tips to keep clients engaged and pave the way for stronger relationships and valuable introductions.
Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial
For more of The RARE Advisor: https://www.usafinancial.com/insights/rare The RARE Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With decades of experience coaching successful advisors, your host, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, this podcast shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Turn market turbulence into opportunities to strengthen client trust and expand your reach. Discover how to proactively engage with your best clients, offering reassurance and highlighting your value-added services. Learn best practices for unified messaging across your team and how to leverage these moments to deepen client relationships and drive advocacy through services like the "sounding board" introduction.
Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial
For more of The RARE Advisor: https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With decades of experience coaching successful advisors, your host, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, this podcast shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Tired of the scheduling chaos? Imagine a world with less burnout, more client focus, and actual time for growth. Intrigued? In this episode of The RARE Advisor, we’ll break down how client surge meetings can maximize efficiency and reclaim your calendar. Discover the unexpected benefits and practical tips that could transform your client relationships and your work-life balance. Are you ready to ditch the unpredictable and embrace a more intentional approach? Tune in to find out how.
Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial
For more of The RARE Advisor: https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With decades of experience coaching successful advisors, your host, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, this podcast shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Are you a financial advisor looking to maximize the impact of your events and seminars? The secret to success might surprise you: it's all in the intro and outro! In this episode of The RARE Advisor, host Aaron Grady welcomes Steve Phillips, Chief Practice Management Officer at USA Financial, to share expert tips on how to captivate your audience from start to finish. Discover how to create "professional contrast" to stand out from the crowd, disarm attendees, and build trust. Whether you're hosting a Social Security seminar, a financial workshop, or any educational event, these event marketing strategies can help you achieve better results.
Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial
For more of The RARE Advisor: https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With decades of experience coaching successful advisors, your host, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, this podcast shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
In this episode of The RARE Advisor, we dive into the concept of "Moments of Truth" – those significant life events for your clients, both planned and unplanned, that present a unique opportunity to deepen your relationship. Learn how to identify key moments, develop a process for acknowledging them effectively, prioritize your efforts by focusing on your top clients, and discover creative and meaningful ways to show your clients you care. This video is essential for financial advisors seeking to build stronger client relationships, foster lasting loyalty, and enhance their overall client experience.
Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial
For more of The RARE Advisor: https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With decades of experience coaching successful advisors, your host, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, this podcast shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
In this episode of The RARE Advisor, Aaron Grady and Alan Oehrlein – Practice Management Consultants at USA Financial - discuss the crucial importance of a robust seminar follow-up process. Discover how to implement best practices, from personalized communication and valuable resources to creating a sense of urgency and scheduling immediate appointments. Learn why the follow-up process starts during the seminar itself and how to effectively engage with attendees who may not have signed up for a meeting.
Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial
For more of The RARE Advisor: https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With decades of experience coaching successful advisors, your host, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, this podcast shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
You likely have an age gap management challenge in your practice, and you may not even realize it. There is a huge difference in the perspective of how people in different age groups see the world and their core principles, and you need to figure out how to lead people appropriately in running your business.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Are you operating a practice and you need to figure out your succession plan? Or maybe you’re the advisor who is going to take over in the future. There’s a lot to consider and it has to go right. In this episode of The RARE Advisor, we’ll talk about what happens when that next phase sets in.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
The Wall Street Journal ran an interesting article, based on a large poll they conducted, looking at the spectrum of happiness. In this episode of The RARE Advisor, we’ll look at the four statistically connected items that the ‘extremely happy’ group have in common.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
In this episode of The RARE Advisor, we’re going to take the highly complex subject of valuation and business appraisals and boil it down into just three numbers you need to know.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
There are certain common themes you can find in the best financial advisors. We see one of them, inside the area of portfolio management, all the time. In this episode of The RARE Advisor, we’ll talk about the trump card to portfolio design and how it affects your practice.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Many financial advisory practices aren’t good at managing their people, and it can lead to a hiring and firing plague. In this episode of The RARE Advisor, we discuss how to track the economics of what it means to lose a good employee and have to replace them with someone new.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
How do you get your clients to wrap their mind around how things work, financially speaking, in a correct and positive manner? The Wall Street Journal has published a pretty powerful piece if you understand how to use it outside the norms of the actual article. In this episode of The RARE Advisor, we’ll share where to find it and how to use it.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
The quickest path out of financial services is to treat marketing as if it’s a part-time job. Or, worse yet, to spend less on marketing than you do a part-time employee. Let’s get serious and talk about how to fix your practice and, more importantly, how to grow it.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Americans are turning 65 at a record-breaking clip. What does that have to do with your marketing efforts? In this episode of The RARE Advisor, we’ll share why milestone marketing should be an important subset of your marketing campaigns.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
There’s a little-known opportunity taking place in the markets right now, with $8.8 trillion ready to invest at record-breaking levels. In this episode of The RARE Advisor, we’ll share why this is something you need to be aware of, and why you’ll want to take advantage of it.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
There’s an organizational secret approach to growing your practice, that will help you achieve more rapid advancement quicker than just about anything else you can do. It starts with identifying the rainmaker in your practice. Let’s dive in.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Today on The RARE Advisor, I want to introduce you to what I call the ‘Step Before the Strategy’. The first step that you need to take is a really quick internal calculation within your practice that will set the stage for your 2024 growth. Let’s dive in.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
As the old saying goes, “50% of doctors graduate in the bottom half of their class.” The same could be said about economists, stock market experts, and anyone making predictions as we get ready to roll into 2024. As a financial advisor, you need to be wary so you don’t follow these predictions blindly - and you also need to be able to dig in and identify if the predictions even make sense.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
In this episode of The RARE Advisor, we’re going to talk about how an individual lost 97% of their overall net worth - and the financial advisors involved never thought to hit the brakes. This is just an extreme example that illustrates the liabilities that you must protect your customers from and yourself from as a financial advisor running a quality practice.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
You’ve probably heard the definition of insanity – repeating the same thing over and over again and expecting different results. But theoretically, we should be able to flip that over and find ourselves the definition of genius. Right? There’s genius buried in repetition. In this episode of The RARE Advisor, we’ll break down how you can maximize the flywheel momentum in your business with repetition.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
There’s a little-known secret to double the value you pull out of your practice. In this episode of The RARE Advisor, we’ll break down the sell vs. coast decision and how it could benefit your practice.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
The odds are pretty significant that you actually have a lopsided practice… and you may not even realize it! In this episode of The RARE Advisor, we’ll uncover this and talk about how much more profitable you can be going forward.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Comprehensive financial advisors are selling and working with more annuities than ever before. It’s a staging asset and it frees up the opportunity to gather up all the assets under management. We’ll dive deeper into how this opportunity can benefit you and, more importantly, your clients in this episode of The RARE Advisor.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
In this episode of The RARE Advisor, I want to jump into a basic – but unbelievably important – concept for clients and investors to understand the financial plan you’re presenting to them. And, more importantly, to get them to truly see the benefit of transitioning/adjusting their portfolio and moving and onboarding to you and your practice.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
In this episode of The RARE Advisor, we’re going to talk about when 85% can actually outperform 100%. It impacts your presentation quality and skills, your closing ratios, your projects – and just about anything – inside of your business.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
It has been scientifically proven by study after study – one of the most important qualities of a doctor is quality bedside manner. In this episode of The RARE Advisor, we’ll talk about why the same is true of financial advisors.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
You’ve probably heard of “The Great Resignation”, but that is now morphing into what is being labeled “The Great Gloom”. It’s forcing remote employees into a position of unhappiness, and that could have a major impact on your business. In this episode of The RARE Advisor, we’ll dive into the importance of fixing this inside your practice.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Have you ever had a prospective client drag on with countless numbers of appointments, only to never become a customer of your firm? That ends today, because we’re going to create a fork in the road on the second appointment.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
One of the most difficult tasks that financial advisors have is creating tangible value out of this intangible industry. Most of your customers, investors, and prospective customers need to be able to wrap their mind around something more tangible, and we’ll share how to fix that problem in this episode of The RARE Advisor.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
The number one hiring mistake that most financial advisors make, especially when it is one of their first hires, is hiring someone just like themself. In this episode of The RARE Advisor, we’ll discuss what qualities you should look for in a new hire.
Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial
For more of The RARE Advisor:
https://www.usafinancial.com/insights/rare
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Whether you’re looking to acquire a practice, or you’re looking to sell a practice, you must understand how the bogeys inside the contract work. They can fluctuate, they can move around, and they can easily be used both to your advantage and your disadvantage – you just need to understand how.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
You should be doing this every single quarter. It’s the equivalent of your stock price, and can help you build and grow a better practice. In this episode of The RARE Advisor, we’ll share two of the quickest ways to calculate the valuation for your firm.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
They’re the things an outside investor would look at, and they’re also the same things that you should look at. In this episode of The RARE Advisor, we’ll talk about the two best ways to track your business value and the growth of your company.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Do you have an exit strategy? Can you count on a junior advisor to buy your practice from you when you retire? Do you have a relationship with a different advisor in the industry who wants to buy your practice the day you want to be done? Have you thought through what your finish line needs to look like at the end of your career? These are all important questions, and there’s a viewpoint out there today that is changing radically because of the average age of advisors.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
One of the quickest ways to increase the value of your practice is a mindset change. It’s subtle, but powerful, and it makes a huge difference in what your practice is worth in the marketplace. Let’s dive in.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Let’s face it… you suck at paperwork. You probably also hate it. So, what do you need to do about it? In this episode of The RARE Advisor, we share a pretty quick solution that will solve a lot of problems and can help your business run better.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
We simply never have enough time. But, in this episode of The RARE Advisor, we’re going to share two quick tricks that will help you put more time back on your side – finding you more time to do what you want to in both your business and personal life.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
In this special episode of The RARE Advisor, we’re joined by Tom Haines from Annexus, who was instrumental in the development of our latest research partner strategy. We don’t want to steal his thunder, but he has an impressive track record working with a variety of financial institutions with a specialty in smart beta index development. This new PRISM strategy represents the first ever index developed by S&P as the engine driving an SMA strategy.
This interview is just going to scratch the surface, so to learn more you can reach out to us directly here at USA Financial or check out the additional resources below:
- S&P PRISM ETF Tracker Index: https://www.spglobal.com/spdji/en/indices/multi-asset/sp-prism-etf-tracker-index/#overview
S&P PRISM Framework and Considerations for Model Portfolios Whitepaper: https://www.usafinancial.com/insights/sp-prism-whitepaper
Navigating Changing Markets with PRISM Webinar: https://www.usafinancial.com/formulas-navigating-changing-markets-with-prism
The S&P PRISM® ETF Tracker Index is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and has been licensed for use by USA Financial Formulas Corporation. S&P®, S&P 500®, S&P PRISM®, US 500, The 500, GSCI®, S&P 10-Year U.S. Treasury Note Futures, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); The USAF S&P PRISM® Modelis not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such partiesmake any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P PRISM® ETF Tracker Index.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
It’s not often that we can credit Actuaries with clean, concise, very helpful sales tools. I’ll show you how to get them, free of charge, in this episode of The RARE Advisor.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Some people are concerned about the recent bank failures, and others not so much. But, candidly, they’re both right. In this episode of The RARE Advisor we’ll take a deeper dive into the bank failure vs. assets under duress ratio and what that means in the grander scheme of things.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
When it comes to the Federal funds interest rate hikes, there are two sides of the coin to consider. In this episode of The RARE Advisor, we’re going to give you perspective that could be useful for your clients from both points of view.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
The next big wave of the future is upon us. In this episode of The RARE Advisor, we’ll talk about how Artificial Intelligence (AI) could impact you and your practice.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
There are 6 top reasons why investors fire their advisors, of which 72% can be attributed to just one reason. It’s important for you to understand so you can retain current clients, but equally (if not more) important so you can bring new clients into your practice.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
As with just about every story, there’s the rest of the story as it relates to the 80/20 rule. In this episode of The RARE Advisor, we’ll discuss how the rest of the 80/20 rule story is the part that makes all the difference, financially speaking. If you don’t understand it, it could be a huge trip-up in the economics of your future practice. If you do understand it, it will help you duplicate the right clientele moving forward.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Small hinges swing big doors. There are subtle things you can do in your practice that can elevate you to a level beyond what you might have expected. We have three important assets that if we learn and understand what they are, how they interact with each other, and how to utilize them in our business – that is what can fuel growth.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
It’s disheartening when an organization that services a financial advisor – especially an independent financial advisor – suddenly tries to hold them hostage. In this episode of The RARE Advisor, I’ll share a little more about something you may have heard in the news recently.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
You have choices in life, but you still have to make the right choices. And the key is knowing what to spend your time on, and what not to spend your time on. In this episode of The RARE Advisor, we’re going to talk about how to focus on the right thing that underwrites the revenue in your business.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Timing is everything. In this episode of The RARE Advisor, we look back at a video from 2010 that happens to be pretty timely for today’s economic environment. We’ll share what that means for you and your financial planning process.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
There are some mind-blowing statistics that make up the AUM Revenue Jeopardy Cycle. And once you understand them, you can use them to your favor – to protect your existing assets, but also to capture new assets. We’ll take a closer look at the numbers in this episode of The RARE Advisor.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
There is a legitimate psychological affinity to a four-year cycle where we grow, coast, and decay. When you apply that to your business, its refinement, and its ability to be a perennial growth entity over time, you find how truly powerful this cycle is. In this episode of The RARE Advisor we’ll dive into this dynamic and how important it is to understand for your business.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
The statistics on longevity are crazy, and longevity is stretching out so quickly that you have to bake it into your retirement and estate planning. In this episode of The RARE Advisor, I’ll share 5 tips to longevity that you can share with your clients.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Less than 1/3 of employees feel engaged or passionate about their work. In this episode of The RARE Advisor, we share how you can boost workplace happiness and solve the engagement problem in your own practice.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Fintech is a huge part of every successful financial practice. It’s so important with everything that we do. But there’s one little known secret about how to best manage your technology, and surprise - it has nothing to do with technology. We’ll reveal what this secret to success is in this episode of The RARE Advisor.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Investing prospects are in disruption mode. In this episode of The RARE Advisor, we’ll talk about the tremendous opportunity where volatility can generate new business for your practice.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
Bad can be good when it comes to the economy because it creates disruption. Disruption and change create opportunity. And that is what can grow your practice. Let’s dive into it.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
What is the value of a new client to your firm? What does it cost you to generate and manufacture a new client to bring them into your firm in the first place? Let’s talk about the very simple answer to these questions and more in this episode of The RARE Advisor.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
With so much information being shared from so many different sources, your clients may be taking in and then bringing you convoluted information. So, how do you dispel that erroneous information? We’ll talk about it in this episode of The RARE Advisor.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
What would it be worth if I could give you one question that would have a prospective client identify for you exactly what they need in order to be closed to become a new client of your practice? And, what if that same question would help you identify how far to plan out into the future as you’re building their financial and estate plan? The answer to this question lies within this episode of The RARE Advisor.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
There’s a little-known secret called entrepreneurial math, and once you understand it it’s a driving force in your business. In fact, many advisors who are affiliated with USA Financial will tell you that everything that matters in their practice to achieve growth starts with entrepreneurial math.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
We’re in a very unique set of circumstances, and we may be here for a while. In this episode of The RARE Advisor, we dig in to two reasons why the 60/40 passive portfolio may be all but dead.
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial
Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
It’s the perfect time of year to shore up the assets in your practice - to make them more valuable, and to make them more ‘sticky’. In this episode of The RARE Advisor, we’ll dig in to why this is the perfect time of year to protect the long-term value of your business (and grow it at the same time).
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Did you realize that the economic model for restaurants, as well as their scheduling, has changed since the pandemic? That could lead to opportunities for you with your client appreciation events, as well as your educational and lead generation opportunities. Let’s take a look.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
The number of people living alone, and the number of people expressing loneliness, is rising at a startling rate. If you’ve ever wondered if there was value in running client appreciation events, you’ll want to check out this episode of The RARE Advisor to see what role you need to play as a financial advisor inside of this phenomenon.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Polls show that we are at the lowest point, since 1995, in which parents believe their children will have a better life than they do. And while this presents as a crisis for parents and their adult children, it creates an opportunity for financial advisors.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
The do-it-yourself investors have found themselves in low tide. Volatility in the market is beginning to force them out of the mix, and this means a tremendous opportunity for you. In this episode of The RARE Advisor, we’ll share how you can take advantage of this tidal shift.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Are you going to sink or swim? These new statistics could spell the end of your practice, or they could illustrate the greatest opportunity you’ve had in your career. This week on The RARE Advisor, we’ll share what these numbers mean for you as you navigate your practice through the pandemic and potential economic uncertainty.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
People want professional advice and investment guidance, but did you know there’s an actual formula that encapsulates the experience and the deliverables that are involved in financial planning? We’ll break down the elements of this formula, and how you can set yourself up for success within your own practice.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
In this episode of The RARE Advisor, we’ll look at three revealing items to help you judge the growth and stability of your practice coming through the pandemic and into what just might be a recession.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
How do you think about your time? There are a million different ways to manage your calendar, but this scheduling trick can help you run your business at its maximum. In this episode of the RARE Advisor, we’ll explore the four “buckets” that you want to place everything into to take your practice to the next level.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
To grow your practice and maintain its longevity, there are two numbers you need to keep in mind that could make or break your long-term profitability – and they’re probably not what you think they are. In this episode of The RARE Advisor. Mike Walters breaks down these two numbers and what they have to do with assets retained and assets lost.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
With the shift toward remote and hybrid work over the past few years, a troubling trend is taking shape. A new poll shows that 58% of your staff is NOT engaged. In this episode of The RARE Advisor, we talk about what that means for you as an employer and how to fix it moving forward.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
By now you have probably heard that the IRS plans to hire 87,000 new employees. The good news is they are going to make money on that, but there’s only one way for that to happen. So the question is – who is the next target for the IRS audits? It might not be who you think it is…
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
You may have heard about quiet quitting as yet another byproduct of the pandemic and remote work, but what you may not have heard of before is whisper working. They’re actually VERY different things, and while one can be detrimental to the success of your team the other can prove valuable. We’ll break down what these two terms mean, and how to create success in your remote or hybrid teams.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
When you’re standing up close to a train track you see two separate, distinct rails. But as you look off into the distance those rails come together to eventually appear as one. We’ll break down what those individual rails look like within your practice and within your team, as well as the secret to tying the track together for strong future growth.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Supply and demand – it sounds simple, but it’s very complex. In this episode of The RARE Advisor, we’ll discuss the different ways to illustrate this for the investor/consumer and what it means to you as an employer as well.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
How do you identify what is truly possible for you to achieve in your practice, make it happen, and then make it happen predictably so you can repeat it? The good news is that there are only four quadrants to make possible predictable. In this episode of The RARE Advisor, we break down those four quadrants to help you have a predictable, successful business.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
It’s no secret – everyone wants to know “where’s this thing going?” with regard to the market and economy. In this episode of The RARE Advisor, we dug deep and compiled a list of nine changes economists and CEOs are expecting next.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
In business, every now and then you have to stop and ask yourself – “Is my business model on track?” There is one element you want to make sure you have built into your business model, and in this episode of The RARE Advisor we’ll dig into what that element is and how to make sure you’re incorporating it into your strategy.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
There are over 2,000 professionally ranked men’s tennis players, and yet over the last 20 or so years 83% of the Grand Slam events have been won by just three of them. What can you learn about that for your business? We dive into it in this episode of The RARE Advisor.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
There are plenty of tips and tricks for achieving quick success, but how do you maintain and even grow that pace decades later? After 70 years of on-the-job training, the Queen of England can teach us a thing or two about the secrets of longevity success.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
The pandemic has created a tremendous job shift, and the good news is that momentum is coming your direction. In this episode of The RARE Advisor, we talk about what that means and how you can capitalize on it.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
The pendulum is swinging – whether it is onsite, hybrid, or remote work – and it’s actually starting to go back in the other direction. In this episode of The RARE Advisor, we talk specifically about how to stake your claim as a financial practice so that you can be successful in the ideal environment you wish to create.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
No doubt you’ve heard about the 80/20 Rule, but what you may not know is that it actually gets dwarfed when you learn what’s behind the curtain – the rest of the rule. In this episode of The RARE Advisor, we share how to dig deep and really make this segmentation process work to your benefit.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Imagine if you could ask one short, simple question that would immediately give you a read on your existing clients, your prospects, and on the market in general. In this episode of The RARE Advisor, Mike Walters shares how the answer to this question can help you hone in on your ideal client to grow your business.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
As a financial advisor, you likely are sacrificing credibility if you don’t understand the cost-credibility matrix. In this episode of The RARE Advisor, Mike Walters shows how to underwrite your way into high credibility and how to make sure that you are growing your practice in the best possible manner.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
If you are the type of person who wants to get more done, more accurately, with less hassle, this productivity hack is what you’ve been waiting for.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
“No one wants to buy your job, but many people would love to buy your business.”
We’ve talked before about the risks of becoming an asset manager rather than an asset gatherer, and in this episode of The RARE Advisor we take a deep dive into two examples of how advisors got themselves in a real pinch when trying to sell their practice, and what you need to be mindful of within your own practice.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Does today’s volatile market have you stuck like a deer in the headlights? You could look at this as a glass half empty scenario, or you could take advantage of this as a great opportunity to gather new clients – and here’s how.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Are you primarily being compensated as an Asset Gatherer or as an Asset Manager (these are two VERY different roles)? If you classify yourself as an Asset Manager there are several pitfalls you must be aware of and how to avoid them.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
There are 4 cornerstones that drive more value than any of the other components inside of your business. We’re going to dive in and talk about those key items in this episode of The RARE Advisor.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Advisors are disappearing, creating a tremendous growth opportunity for your practice – but there are a few important things to consider so you aren’t putting your top clientele at risk.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Volatility is hitting record highs in the market, and there are many factors contributing to the mess. In this episode of The RARE Advisor, Mike Walters breaks down some of those factors, as well as how you can better explain the market turmoil to your clients.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
As more companies embrace remote work, full-time or hybrid, one thing is becoming clear – workers who turn their cameras off during virtual meetings are finding themselves at a huge disadvantage. Mike Walters takes a deep dive into the surprising statistics surrounding virtual meetings in this episode of The RARE Advisor.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
You're investing heavily in your future which runs down profit but ramps up growth… OR maybe you're trying to increase profit at the expense of growth. Either way, you have a problem. In this episode of The RARE Advisor, Mike Walters shares a solution that could give your practice the best of both worlds.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
How do you weigh out the desires of your staff, your goals as a business, the client experience, plus cyber-risk? It's all part of figuring out your strategy for Remote vs. Onsite work. Let's dig in.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
You and your clients are the #1 target for cybercrime. And now – on top of the pandemic, the highest remote communication volume in the history of business, and tensions with Russia – the target on your back is bigger than ever!
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Advisors with RIAs – known as Investment Advisor Reps – are growing while BD Registered Reps are declining. In this episode of The RARE Advisor, Mike Walters shares some thoughts on why this trend is occurring and if it may be the best future for you too.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
When you think about what matters most to you in your practice are all the boxes being checked? Do you have the resources and support you need to grow your business? Recent data shows that the pandemic has supported a rush toward independence, and Mike Walters shares how that could impact you in this episode of The RARE Advisor.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
We live in a 24/7 economy. That creates countless positives, but also some negatives to be wary of. This applies to running your practice -- plus -- the portfolios and allocations you design and build for clients. In this episode of The RARE Advisor, Mike Walters shares how you can set up your practice to minimize risk and better protect fortunes.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
You can fill your own water bottle for basically free or you can pay up to (literally) $60K for a bottle of water. What’s the difference? It boils down to positioning and value creation. Avoid commoditization in a highly commoditized environment by building your practice around these four pillars.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Capturing new assets is an important factor in growing your business, but if you’re not also paying close attention to the volume of assets that could soon be walking out the door you’re missing out on a tremendous opportunity. In this video, Mike Walters shares what you need to focus on in your practice to successfully maximize retention while also staging yourself to capture even more assets.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Whether you’re just starting your practice or have a well-established business, you’re constantly searching for that one thing to put you over the edge or make things easier. In this video, Mike Walters shares why that “silver bullet” is so elusive (and what you should look for instead!) It ends with making possible predictable!
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
You know the saying but have you ever reflected on what it means to your business? Only 10% of an iceberg is viewable above the water line. What lies beneath is the most important part yet goes entirely unnoticed by most people. Successful entrepreneurs use this to their advantage. Here’s how.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Advisors with the most successful practices are often the ones that think like an entrepreneur. In doing so, it is imperative that you take inventory and maximize the three most valuable assets that you have inside of your practice. Are you getting the most from these assets? In this episode of the RARE Advisor, Mike explores the three most valuable assets inside your practice.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Over the past decade, the industry has experienced a seismic shift in how financial professionals are registered. It has caused a major shake-up for some firms that haven’t quite gotten ahead of the trend. In this episode of the RARE Advisor, Mike Walters dives in to the reasoning for the shift and what it means to the industry.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
Businesses are reducing hours, cutting services, and taking other measures to address the worker shortage right now. How should you position this conversation with your clients? In this episode of the RARE Advisor, Mike Walters sheds some light on the problem and provides some food for thought on how to handle the client conversation.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor
As the United States faces its highest inflationary period in decades, clients are left wondering “why” and “what does it mean to me?” In this episode of the RARE Advisor, Mike Walters shares some thoughts on how to frame the conversation with your clients.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor #formulaicinvesting
This week we’ll share a little bit of the asset management research we’ve been working on over the past 18 months. It’s a system that we’ve been developing where we work to tap into the undertones of the stock market. It will give you an insight into some of the new formulaic strategies that will be introduced in the near future.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvanc...
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usaf...
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor #formulaicinvesting
Running your business is like running an obstacle course marathon. But most fail because they run it like a sprint or even a walk in the park. Applying entrepreneurial-math will fix that problem!
In this episode of the RARE Advisor, Mike shares how to apply simple psychological and mathematical principles inside of your business to achieve exponential growth.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
Contact us:
Phone (888) 444‐0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
#therareadvisor #rareadvisor #rare #advisor #adviser #rareadviser #therareadviser #usafinancial #advisoradvancement #adviseradvancement #financial #investment #investor #investors #market #coaching #business #walters #mikewalters #data #measure
We're about to have a "Family Moment"…
This is when we have a tough-love conversation about the fact that things will never be the same again -- And that it's not a "bad thing" if you embrace and capitalize on the change. In fact, we are seeing a major “COVID bounce” that spans across multiple business sectors!
- Today, your business should be hitting new high-water marks.
- Retooling for a New World.
- USAF is a Mirror-Reflection of Financial Advisors.
- I know this because we are simply an aggregate mirror-image of the advisors who are affiliated with us, and WE are hitting new high-water marks -- Therefore, THEY are hitting new high water marks.
- The revenue structure of your business is essential.
- Fee & transactional (commission) revenue go hand-in-hand.
- Certain products, necessary for planning, dictate the fee vs. transactional choice. NOTHING ELSE DOES -- Not your licensure, not your personal preference.
- Your best clients expect both.
- People want to KEEP the newfound convenience and benefit of dual communications.
- In-Person Office visits.
- Video visits
Articles referenced:
https://www.wsj.com/articles/cheesecake-to-go-saved-the-cheesecake-factory-11635450438?mod=Searchresults_pos2&page=1
https://www.mckinsey.com/industries/financial-services/our-insights/the-value-of-personal-advice-wealth-management-through-the-pandemic
https://www.cnbc.com/2021/04/13/advisors-are-changing-how-they-interact-with-clients-due-to-pandemic.html
Consider subscribing for continued insights from Advisor Advancement:
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For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor #efficientbusiness #financialbusiness #businesscoaching #financialadvisor #financialadviser #growfinancialbusiness #growfinancialpractice #growfinancialfirm #advisorybusiness #covidbounce #newworldforadvisors
Baby Boomer retirements DOUBLED in year 2020 over what took place in 2019!
Oct. 25, 2021, Investment News: Early Retirement surging as a result of Covid, research finds.
An estimated 5.25 million people who left the workforce during the Covid-19 pandemic and of that, 3 million (which is over 57%) appear to have retired earlier than they planned to.
Baby boomer retirement shot up in 2020, with 3.2M boomers retiring, more than double the rate of 1.5M seen in 2019.
Articles referenced from Investment News and Pew Research:
-
https://www.investmentnews.com/covid-early-retirement-rearch-213183
-
https://www.pewresearch.org/fact-tank/2020/11/09/the-pace-of-boomer-retirements-has-accelerated-in-the-past-year/
Consider subscribing for continued insights from Advisor Advancement:
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For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor #efficientbusiness #financialbusiness #businesscoaching #financialadvisor #financialadviser #growfinancialbusiness #growfinancialpractice #growfinancialfirm #advisorybusiness #babyboomer #earlyretirement
Overlapping the areas that matter with the areas that can be controlled is a recipe for a successful business model…but then overlapping your passions as the third dimension, that is what can build a dynasty! Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/ For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor #efficientbusiness #financialbusiness #businesscoaching #financialadvisor #financialadviser #growfinancialbusiness #growfinancialpractice #growfinancialfirm #advisorybusiness #venndiagram #dynasty
Achieving your ideal practice requires you to be a contrarian. You will never get there following the mainstream down the path of products, pricing, and performance. But you can get there through Process and Platform Partnership. 1. Understanding What Matters & What Can be Controlled. * Working too many hours? * Inconsistent revenue streams? * Do you live and die on prospect flow? * Do you run endless seminar events? * Staff turnover? * Chained to your desk? * Unable to regularly duplicate your best clients? * THIS ALL MATTERS & CAN ALL BE CONTROLLED 2. What WILL NOT help any of this is Products, Pricing & Performance. 3. What WILL help is Processes & Platform Partner. 4. Your IDEAL Practice Requires and IDEAL Partner. * Ivy League Universities = 5% Community Colleges = 100% * Law of Familiarity / Loyalty Fatigue. + Are you just a number? + LPL has 19,000 today -- CEO is targeting 300,000 - Financial Advisor IQ & Barrons
- Your Story
- Your Goals
- Your Barriers
- Your List that Makes up Your Ideal Practice
- How your Ideal Partner can get you there.
Sources Referenced:
-Financial Advisor IQ, September 16, 2021, LPL Capable of Growing to 300,000 Financial Advisors: CEO.
-Barron's Advisor, September 13, 2021, LPL Financial is Growing Like Gangbusters. Expect More, CEO Says.
Consider subscribing for continued insights from Advisor Advancement:
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For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
#usafinancial #advisoradvancement #therareadvisor #rareadvisor #efficientbusiness #financialbusiness #businesscoaching #financialadvisor #financialadviser #growfinancialbusiness #growfinancialpractice #growfinancialfirm #advisorybusiness #idealpractice #betterpractice
Introductions are light years better than referrals; however, most advisors don't know how to duplicate the clients that are likely to make those introductions! It’s crucial that you must first uncover and quantify them.
- Total Customer Value (TCV) = 1 Yr Revenue | 3 Yr Revenue | 5 Yr Revenue
- Total Maven Value (TMV) = TCV + TCV of those they've introduced.
- Identify Your BEST Customers & BEST
- Identify the Demographics & Psychographics of Mavens.
- Target them for duplication via introductions.
Consider subscribing for continued insights from Advisor Advancement:
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For more of The RARE Advisor:
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The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
The single question that outperforms every customer survey, customer satisfaction score and quality assessment tool -- plus uncovers your best customers for introductions.
- The net promoter score is the single best gauge for your marketplace success.
- "How likely is it that you would recommend INSERT COMPANY NAME HERE to a friend or colleague?"
- Overall potential scoring range of -100 thru +100.
- Scale of 0-10.
- Promoters = 9-10
- Passives = 7-8
- Detractors = 0-6
- Score = %Promoters - %Detractors (use visual).
Consider subscribing for continued insights from Advisor Advancement:
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For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
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The Time-Lag Property and Loss (P&L) statement is the only real-life financial view of your business. Understanding it can drive strategy and solve many, many problems in running your practice.
- P&L statements are a vertical snapshot frozen in time. The balance sheet or net worth statement is also a snapshot.
- Revenue and Expense seldom start and end in the same month.
- Expense = Investment in future revenue.
- Time delay (Seminar example).
Consider subscribing for continued insights from Advisor Advancement:
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For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
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Understanding and applying the Cost-Credibility Matrix will keep both your time and your money focused on promotional opportunities that you can control and that matter most.
- High Cost + Low Credibility = Worst combo possible. (cringy billboards)
- Low Cost + Low Credibility = Next worst quadrant.
- High Cost+ High Credibility = Most controlled quadrant of value.
- Low Cost + High Credibility = the Holy Grail of Marketing and positioning. (buy your way hear thru quad 3)
Consider subscribing for continued insights from Advisor Advancement:
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For more of The RARE Advisor:
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The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
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There is one overarching directive that elite advisors realize consciously or unconsciously. The things that matter most and are also controllable.
- When you first launch and are still small, TIME is your cheapest commodity.
- But when you have reached a level of success or are growing rapidly, TIME becomes your most valuable resource.
- The space where Things that Matter overlaps with Things you can Control… This is What you should Focus on.
- Keeping your focus on what matters and is controllable is where your time is best well spent.
Consider subscribing for continued insights from Advisor Advancement:
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For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
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How to conduct pandemic sensitive events so that your clients and prospects will be comfortable and excited to attend. Much has changed, and the positioning of your events must evolve to compete.
- Old days of meal vs no meal.
- Today is about masks and social distancing.
- Be sensitive. People are in different camps with differing mindsets. (airport example)
- Be transparent -- explain the set up on the invite.
- You can please some of the people some of the times, some of the people all of the time -- But you cannot please all of the people all of the time. (and that is OK)
- Again, be sensitive -- provide alternative (record meetings, etc.)
Consider subscribing for continued insights from Advisor Advancement:
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For more of The RARE Advisor:
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The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
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The disservice of products, price and performance has been undermining the financial services industry since the beginning of time -- and it continues to be true today! Here's how you rise above:
- The Advisor vs. the Salespest
-
- How do your best clients describe you?
- How do your best clients describe stockbrokers and insurance agents?
- It's all they have to sell
- It's all the know how to sell.
- Live by the sword, die by the sword.
- Products, Price and Performance are the crutch of the salespest -- and of the wholesaler
- Themselves and their expertise.
- Their philosophy
- Their Planning Strategy
- Name them
- Make them memorable
- Make them tangible
- Their Process
- Advisors understand what they are actually selling is…
- Did not say…
-
- I'll get you this interest rate.
- I'll outperform the market.I'll create a financial plan for free in hopes you do business with me.
- Between now and the next time we get together, I'll identify the areas I feel we can create the most value for you so that you can make an educated decision as to whether or not you wish to engage the services of me and my firm… Fair enough?
Consider subscribing for continued insights from Advisor Advancement:https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
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Let’s talk about how this valuation growth happened!
--USA Financial affiliated advisors 12-Month Blue Book Valuations ending 2021.06.30 = +13.7% over 12-month valuations ending 2020.06.30.
- Concentrate on electronic, digital and video communications.
- Convert to online client events and remote meetings.
- Introduction program to duplicate the top 10%-20% of your clientele.
- Re-engage with live events as possible and wise.
- Embrace and/or emphasize AUM -- recurring revenue.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
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For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
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Do you feel chained to your desk? Or maybe you do not have enough revenue generating opportunities? Either way, you need to gain sustainable critical mass -- Let's talk about how to do that and learn the 3 steps to building critical and sustainable mass in your practice.
- Client events – Starting Point.
-
- Expert authority
- Only thing for sale is you
- Leads to guest appearances
- Quickest most controllable way to build clientele
-
On the bubble – Events + Introductions
- When client events have created enough A clients.
- Begin running events for just the A clients.
- Make them a subset of your overall practice.
- These are the people you wish to duplicate.
- Plant the seed for introductions.
- Introductions Only – Critical Mass Obtained.
- Concentrate solely on duplicating best clients.
- Introductions.
- If you care about them, we care about them, because you care about them.
- The process is what is important.
- Introductions -- Not referrals (vested interest).
Consider subscribing for continued insights from Advisor Advancement:
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For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
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Many advisors aspire to be an investment manager rather than a financial advisor -- and this can undermine the value and salability of the business. There are very few ways to stop devaluing your business, learn them here.
- If performance is down, your client has just one solution -- fire you.
- No one wants to buy your job, they want to buy your business.
- You lose economies of scale and ability to duplicate or leverage yourself.
InvestmentNews: Stop Devaluing Your Business
- Scott Hanson
"If most professional money managers can’t outperform the indexes, neither can advisers and financial planners. And aside the question of whether this sort of active management provides any real value to a client, even if it is accretive and delivers alpha, it absolutely reduces the value of the firm.You see, if the recurring revenues generated by his practice were based upon transferrable, repeatable financial planning and elite customer service disciplines, one could easily build a case that this sort of client deliverable could be handled by another financial adviser or acquiring firm.
The problem is that in the clients’ eyes, it becomes he alone, along with his ability to outsmart the markets, that comprises the value of his firm.
Any acquiring firm will look at his practice as high risk in the areas of potential portfolio losses and client attrition, and subsequently reduce the price it is willing to pay."
Possible Solutions:
- Stop digging the hole. Convert to a collection of 3rd party asset managers.
- Rebuild with the right tools. Craft actual models and execute with asset manager trade technology.
Consider subscribing for continued insights from Advisor Advancement:
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For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
Seminars are back, returning with a lift in response rate numbers from pent-up demand after lockdowns.
The previous video referenced, "Is now the best time for seminars?"
In this RARE we cover:
- Higher live event RSVP percentage response.
- Higher closing rates from live events.
- How clients are seriously looking to replace old advisors.
--> !!! Reach out to us below for a free copy of the periodic table created to track the best timing for live events/seminars and referenced in this RARE video!
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear, rant, or lament about.
Powered by USA Financial
How is it that 3 years is the over-under magic number for staff, and likely the same for clients? Understanding this difference can alter the adherence and retention of your practice dramatically.
Article Quote -- "We're actually seeing that employees that spend more than 4 years at the same company are more inclined to want to come back -- newer employees who have worked at the company less than 3 years, seem to prefer to work from home."
--> What does this mean for your culture? Your staff? Your clients?
Adhering people to your business/practice more rapidly is key.
Article referenced: Inc. article, "Nearly 75% of businesses report they're bringing employees back to the office".
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
We all have mental triggers. When they are gone, we suffer. We don't have an efficient way to get in the zone. Our businesses falter. This info will help you recapture that advantage.
- Without a commute there is often no distinction between work and home life.
- 30 minutes each way is the average.
- Prepping & downloading for your day.
- No trigger to get mentally in the zone. Must refabricate.
- How you dress. Getting coffee. Need a ritual.
- Working ON the business vs IN the business.
Article referenced: The Atlantic, July/August 2021 edition, titled, "The Psychological Benefits of Commuting to Work".
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
Learn how we score the stock market based on power, support, and demand from this recent message we sent to retail investors and clients of USA Financial Formulas through our Trending Report show. This is not a typical RARE Advisor video, but it will give you a rare ‘behind the scenes’ of our formulaic trending money manager! There has been great movement below the waterline in the stock market lately, join CEO Mike Walters to find some of the markers that can cause that water to turn over.
The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered to eliminate emotion and provide direction in investing.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
You can create a compelling value proposition for your services with risk management that simply cannot happen when based on asset allocation. Here are 5 Reasons Risk Management is likely more important than Asset Allocation in your financial advisory business.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
This could be the best timing for seminar events over the history of your career as a financial professional and advisor. Here are 7 Reasons Seminar Events in 2021 may be more valuable than ever before!
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
Can you tell the difference between real headlines and headlines from The Onion?
If you have trouble spotting the fakes, imagine the confusion your clients face. Learn how to cut through the noise on your client’s behalf, bringing value as the financial professional and advisor you are.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
Remote work has become the new norm, these are some ways to adapt and encourage the productivity you would expect from working in an office. These 13 must haves are what we use for our own team as we thrive within the work from home environment.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
Wealth and control are on the move, sped up by the pandemic. The 3 measures shared here will help you identify the changes and retain the assets from generational customers of your firm.
Data shared from Visual Capitalist, read further here: www.visualcapitalist.com/ranking-u-s-generations-on-their-power-and-influence-over-society/
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
Big business, small business, and a rapid shift in generational power is fueling a huge new money move and asset transition as pandemic lockdowns loosen for 2021-2022. Find out how to capture your share and the competition's share too on this week’s episode of The RARE Advisor.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
Join Kevin O’Leary, Connor O’Brien, and Mike Walters to talk about what high net worth clients want and how to go from millions to billions in Assets Under Management (AUM).
Key Themes:
- A "Shark" on what High Net Worth (HNW) clients want
- How to increase the valuation of an advisor’s financial practice
- Understanding the difference in positioning for client acquisition vs. market valuation
- The two biggest threats facing advisors when it comes to assets leaving their firm (and how to address them)
Speakers:Connor O'Brien, CEO O'Shares ETF
Kevin O'Leary, Chairman O'Shares ETF and Shark Tank star
Mike Walters, CEO at USA Financial
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
Pandemic Pressure + Springtime Release = Big Jump in Business. There is a tremendous amount of pent-up demand from frustrated investors who are now on the search for new advisors, looking to become new clients of your practice. Find out the source and what to do about it in this week’s episode of The RARE Advisor.
Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more of The RARE Advisor:
http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear, rant, or lament about.
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
You are what is for sale, not a specific product or account, but with just 4 quadrants you can have a superior portfolio that a client will completely understand and appreciate. Learn to utilize 4 products that simplify the complex for successful financial advisors.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear about, rant about, or lament about.
For more information, subscribe to Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more videos from The RARE Advisor:
http://www.therareadvisor.com
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
You will become the Family CFO by simply staging your second appointment with this one key sentence. Learn how to bridge the gap to unlock and collect 100% of the client assets with 1 sentence.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear about, rant about, or lament about.
For more information, subscribe to Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more videos from The RARE Advisor:
http://www.therareadvisor.com
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
Clients will open the door for you to enthusiastically engage with them as they question the merits of their existing advisor relationship. Learn how to drive the wedge without slinging mud, by taking the high road instead.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear about, rant about, or lament about.
For more information, subscribe to Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For more videos from The RARE Advisor:
http://www.therareadvisor.com
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
How you can revolutionize the way you gain access to new clients. Learn how to properly state your value that will have your clients begging for more.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and myriad other things that financial advisors may want to hear about, rant about, or lament about.
For more information, subscribe to Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/
For videos from The RARE Advisor:
http://www.therareadvisor.com
Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial
As the markets seem intent on adding to their volatility this week, this episode of Advisor Skinny is focused on commentary related to the stock market environment caused by the drop in oil prices, and accentuated by the fears surrounding the widening coronavirus outbreak. I share how and why the "circuit breaker" triggered in the S&P 500 on Monday of this week, and how you can use this information to help your clients better understand the market, and properly manage their concerns.
On this episode of Advisor Skinny, Mike Walters shares commentary on the current and possible future effects to the markets resulting from the coronavirus outbreak. He highlights how you can best position your practice to protect your current clients, and help assist future clients make better choices for their retirement.
On this episode of Advisor Skinny, Mike Walters shares the 7 steps to bridge the value gaps. This series has focused on determining the value of a financial advisory practice, but what comes next? Join Mike as he shares the blueprint to getting the most value out of your business.
On this episode of Advisor Skinny, Mike Walters talks about EBITDA (earnings before interest, taxes, depreciation, and amortization). What is it, why it’s important and how it’s the more accurate benchmark in determining the value of a business.
On this episode of Advisor Skinny, Mike Walters shares insight on how to charge for your time and how that ultimately brings value to an advisor’s practice. A successful advisor is focused on building a business rather than creating a job.
On this episode of Advisor Skinny, Mike Walters shares some surprising statistics about investors and their actions after a death in a family. By understanding these forces, an advisor will be better prepared to retain clients’ assets.
On this episode of Advisor Skinny, Mike Walters reviews many of the contrapositive actions advisors may be doing that are affecting the value of their businesses. Mike discusses how each has an inverse action and by targeting the activities that bring positive value, an advisor can make small changes that have a big impact.
On this episode of Advisor Skinny, Mike Walters explains the four gaps: value gap, advisor gap, valuation gap, and gap value. We learn which can be the most costly to an advisor's business and some methods to close or mitigate these gaps.
On this episode of Advisor Skinny, Mike Walters discusses business valuation from the buyer’s perspective. He explains what it means to buy a business rather than a job and how that will ultimately lead to a more successful transition and future growth.
On this episode of Advisor Skinny, Mike Walters discusses business valuation from the point of view of the seller. He shares his thoughts on finding the right buyer, how to structure a practice so it’s more valuable to a buyer, and how to approach the sale with clients to allow for a smooth transition.
On this episode of Advisor Skinny, Mike Walters discusses contingency planning and how to prepare for the unexpected as a business owner.
On this episode of Advisor Skinny, Mike Walters discuss enterprise value. Not all business is weighted the same and Mike offers some ideas on how to think about maximizing enterprise value.
On this episode of Advisor Skinny, Mike Walters starts the discussion around business valuation. He shares his thoughts about beginning the process, engaging professionals to help, and mistakes to avoid.
In this episode of Advisor Skinny, Mike will dive deep on naming things. More importantly, naming everything and finding ways to bring tangibility to those things that are intangible, which is most everything in the financial advisory business.
In this episode of Advisor Skinny, Mike will be talking about success by differentiation. He will explain how to differentiate from every other practice, from every other advisor and from every other business. The ways to do it are revealed in this discussion; it's not always what you think either, so be sure to listen.
In this episode of Advisor Skinny, Mike discusses leading indicators and the addiction business model. Yes, it is as compelling as the title might make you believe. Join Mike as he explores the value of tracking your business.
In this episode of Advisor Skinny, Mike dives deep on trackables and entrepreneurial math. He explains the biggest error entrepreneurs make that cause a one dimensional view of business. Join Mike to learn more.
In this episode of Advisor Skinny, Mike discusses the positioning of a practice for clients versus the positioning of a practice for market valuation. They're similar, but interestingly different. Understand how to build and develop your practice.
In this episode of Advisor Skinny, Mike discussed the Net Promoter Score or NPS. This client survey asks simply, "How likely is it that someone recommend you or your firm to a friend or a family member?" That's it. Join Mike as he reviews on what answers to this question mean and what to do with them when you have the answers.
In this episode of Advisor Skinny, Mike dives in to the 80/20 rule that state approximately 80% of revenue is generated by 20% of clients. Mike goes a little deeper and suggests that the top 5% of clients are generating about 40% of revenue, the top 10% of clients are generating 60% of revenue, and so on. Figuring out these these numbers can transform the way business is managed. Join Mike as he explains how.
In this episode, Mike Walter discusses the top 20 most important relationships in business.These people will drive the majority of the business in the majority of the assets and the majority of the revenue into a successful practice. Utilizing these relationships is instrumental because they can be like free ambassadors.
In this episode of Advisor Skinny, Mike discusses total customer value. This is the first number you need to know in order to grow your business. It is important to know what your average client is worth to you so that you can, first of all, figure out what can you afford to pay to acquire your next client. Throughout this episode, Mike walks you through a potential method for properly quantifying your client base.
In this episode of Advisor Skinny, Mike discusses "hindsight 20/20," but looks at it from a different perspective. His question encompasses the idea that if you had the ability to look back in time, would your position today line up with what you wanted to accomplish when you looked into the future? By utilizing this question, you can assist not only your own business, but the satisfaction level of your clients.
In this episode of Advisor Skinny, Mike explores the three different levels of commitment: verbal, written, and monetary. These levels are a foundational element when transitioning an individual from a prospect into a client. People often need time to be able to digest the process in smaller pieces, so it is unrealistic to expect that they will sign their portfolio over to you after a single meeting. By understanding and utilizing the three levels of commitment in your process, you can help individuals to leave the first appointment with the proper frame of mind and create the need to return with solutions.
In this episode of Advisor Skinny, Mike explains how his team uses the marketing funnel when moving individuals from a prospective client to an onboarding client. By implementing the marketing funnel "assembly line" system into your practice, time can be saved and value added when it comes to the personal relationship you need to form with your clients.
In this episode of Advisor Skinny, Mike Walters explores the elements necessary to increase credibility, even if it means increasing the cost that you are spending on the marketing, promotional, and public relations activities in which your firm engages. This cost can come in the most obvious form, money, but also in the form of time and energy. As touched on in previous episodes, not using your time effectively can be costly for the success and growth of your practice.
In this episode of Advisor Skinny, Mike Walters helps you consider the future of your business by framing your expenses and future revenue from a different angle. Mike suggests that expenses are really investments that are made towards the future revenue of your firm. By looking at things from this vantage point, you can better manage and evaluate the expectations you have for all of your business activities.
In this episode of Advisor Skinny, Mike Walters examines the four most important numbers in a business: your Gross Number, Net Game Number, Project Number, and Firm Number. Figuring out how to calculate these numbers and what they mean to you and your business will help your practice grow and become more successful.
In this episode of Advisor Skinny, Mike Walters explains the action 80% rollout, a technique that can be used to combat procrastination and improve accuracy. This method will assist professionals of any practice in saving time and allowing them to focus on action and results.
In this episode of Advisor Skinny, Mike Walters discusses mastering the subconscious concept of psycho-cybernetics. An important factor to consider in the hiring process, psycho-cybernetics relates to an individual's "programming." When you hire a new employee, you are also hiring this programming. Mike also encourages listeners to consider their own psycho-cybernetics in relation to how effectively they are running their business.
In this episode of Advisor Skinny, Mike Walters explains RAPIDS, an assessment tool he utilizes within his practice. RAPIDS is a resourceful psychological approach to utilize when doing reviews in order to assess how well someone is performing in terms of their job. It includes office dynamics, the employee’s emotional makeup and logical pattern, their serve degree, and their performance levels all contained within that six-point format.
In this episode of Advisor Skinny, Mike talks about the trouble you encounter if you rush the hiring process. Instead, you want to take your time and make sure that the individual is a good fit for your practice. It is essential that you prepare the individual using appropriate and adequate training. Yet, what happens in most of corporate America is that they wait until they are busting at the seams to search for a new staff. This is where the economic hiring model comes in. It is the closest thing to guaranteed hiring success outside of hiring internally.
In this episode of the Advisor Skinny, Mike Walters examines the concept of "stratum," or an individual's ability to envision or understand future scenarios or consequences. By understanding how each individual exercises their stratum differently, we can better understand those we work with and help them to better align their goals for the future.
In this episode of Advisor Skinny, Mike Walters explores the different instincts we all have and how those instincts impact how we approach our work. By using the personality test, the Kolbe Test, we can identify four categories: fact finder, follow through, quick start, and implementer. Mike uses the test results to explain and demonstrate how you should best position individuals within your practice.
In this episode of Advisor Skinny, Mike Walters challenges listeners to build their practice around activities that energize and inspire them to wake up in the morning.
In this episode of Advisor Skinny, Mike Walters explores the concept of organizing your business and your time into four categories: Free, Game, Prep, and Repair; and the results that it can produce.
In this episode of Advisor Skinny, Mike Walters discusses the importance of evaluating the assets you possess within your practice and leveraging them in order to create more time to focus on the aspects of your job that you truly enjoy.
In this episode, Mike Walters shares with you the general overview of this season of Advisor Skinny: The Chain-of-Secrets.