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.
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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.
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