Shows
The RARE AdvisorAge Gap Management Challenge 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...2024-06-2010 min
The RARE AdvisorNext Gen Advisor Woes & Opportunities 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 Th...2024-06-1307 min
The RARE AdvisorAchieve Statistical Happiness 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...2024-04-0405 min
The RARE AdvisorThe 3 Value Numbers You Need to Know 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...2024-03-2805 min
The RARE AdvisorTrump Card Portfolio Design 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 Re...2024-03-2105 min
The RARE AdvisorThe Plague Inside Your Practice 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...2024-03-1407 min
The RARE AdvisorWSJ Published a Special Gift for You 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...2024-03-0704 min
The RARE Advisor#1 Reason Advisors Fail 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 superch...2024-02-2902 min
The RARE AdvisorMilestone Marketing = Home Run 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 servi...2024-02-2204 min
The RARE AdvisorThe NEW $8.8 Trillion Opportunity 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 Recurr...2024-02-1502 min
The RARE AdvisorThe Secret Rainmaker Pod 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 work...2024-01-1804 min
The RARE AdvisorLaunch Pad Step to 2024 Growth 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 Repea...2024-01-1105 min
The RARE AdvisorThe Dangerous Economist 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 Adv...2023-12-2807 min
The RARE AdvisorYou are a Cognitive Fiduciary 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 2023-12-1406 min
The RARE AdvisorThe Genius in Repetition 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.usafin...2023-12-0706 min
The RARE AdvisorSell or Coast - A Decision Worth Millions 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 an...2023-11-3007 min
The RARE AdvisorAvoiding the Lopsided Practice 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...2023-11-2208 min
The RARE AdvisorHow Annuities Buy Time for AUM 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 bu...2023-10-2606 min
The RARE AdvisorGather Entire Portfolio of Assets with One Graphic 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 Advi...2023-10-1904 min
The RARE AdvisorHow 85% Beats 100% 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 coach...2023-10-1208 min
The RARE AdvisorBedside Manner Rules the Day 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...2023-09-2804 min
The RARE AdvisorRemote Gloom Can Crush Your Business 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 A...2023-09-1409 min
The RARE AdvisorHow to Create a Fork in the Road for Your Appointment Process 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 podca...2023-09-0705 min
The RARE AdvisorAdding Tangibility in an Intangible Industry 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...2023-08-3108 min
The RARE AdvisorHow to Build a Rainmaker Team 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...2023-08-1003 min
The RARE AdvisorUnderstanding M&A Bogeys 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 practic...2023-08-0305 min
The RARE Advisor2 Quick Ways to Calculate Your Valuation 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 superch...2023-07-2705 min
The RARE AdvisorTwo of the Best Ways to Track Your Business Value 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 superchar...2023-07-2004 min
The RARE AdvisorWho is there to buy when you wish to sell? 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 Adv...2023-07-1307 min
The RARE AdvisorQuick Path to Increase Valuation 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 pr...2023-07-0606 min
The RARE AdvisorWhy You Suck At (and Hate) Paperwork 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 s...2023-06-2205 min
The RARE AdvisorTwo Tricks to Make More in Less Time this Summer 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...2023-06-1506 min
The RARE AdvisorFirst Ever Index for an SMA Strategy 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 dire...2023-06-0818 min
The RARE AdvisorFREE Age Wise Longevity Tools 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 coa...2023-06-0103 min
The RARE AdvisorComparing the Bank Failure to Assets Under Duress Ratio 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 Even...2023-05-2504 min
The RARE AdvisorTwo Sides of Interest Rate Hikes 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 wo...2023-05-1803 min
The RARE AdvisorWill Artificial Intelligence (AI) Wipe You Out? 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 th...2023-05-1107 min
The RARE AdvisorTop 6 Reasons Investors Fire Advisors 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...2023-04-2704 min
The RARE AdvisorKiller Secret to the 80/20 Rule 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/2023-04-2003 min
The RARE AdvisorThe 3 Most Important Assets in Your Business 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 Ad...2023-04-1307 min
The RARE AdvisorThousands of Independent Advisors Held Hostage? 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...2023-04-0603 min
The RARE AdvisorHow to Quickly Focus on the Right Things 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...2023-03-3004 min
The RARE AdvisorWhere Did All That Money Go? 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 succ...2023-03-2308 min
The RARE AdvisorThe AUM Jeopardy Cycle 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 Even...2023-03-1607 min
The RARE AdvisorThe Four-Year Grow-Coast-Decay Cycle 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.co...2023-03-0908 min
The RARE Advisor5 Longevity Tips for Planning 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 wo...2023-03-0305 min
The RARE AdvisorWhy Most Employees Don’t Like Working for You 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...2023-02-1605 min
The RARE AdvisorThe BIG Fintech Secret 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 busine...2023-02-0907 min
The RARE AdvisorVolatility Generates New ClientsInvesting 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), di...2023-02-0205 min
The RARE AdvisorCould a bad economy be your best friend?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 liste...2023-01-2606 min
The RARE AdvisorHow to Project Client ROIWhat 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 Re...2023-01-1906 min
The RARE AdvisorHow to Dispel Faulty Market NewsWith 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 an...2023-01-1203 min
The RARE AdvisorThe Magic Q&A that Uncovers Closing HurdlesWhat 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/ ...2022-12-2705 min
The RARE AdvisorHow 10% Growth = 60% GrowthThere’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 thir...2022-12-1506 min
The RARE AdvisorIs the 60/40 portfolio dead?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, ho...2022-12-0806 min
The RARE AdvisorTis The Season for Sticky-AssetsIt’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...2022-12-0105 min
The RARE AdvisorDeals on Live EventsDid 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 wo...2022-11-2308 min
The RARE AdvisorAre Clients Alone or Lonely?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...2022-11-1705 min
The RARE AdvisorCrisis = OpportunityPolls 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...2022-11-1005 min
The RARE AdvisorThe Tide Rolls Out on Do-It-YourselfersThe 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 th...2022-11-0303 min
The RARE Advisor5 Crushing Stats That Could Sink Your PracticeAre 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 supe...2022-10-2706 min
The RARE AdvisorThe Formula of AdvicePeople 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...2022-10-2005 min
The RARE Advisor3 Cornerstone Gauges for Practice GrowthIn 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 Wa...2022-10-1306 min
The RARE AdvisorThe Single Best Time & Calendar Trick for Financial AdvisorsHow 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...2022-10-0614 min
The RARE AdvisorTwo Numbers That Can Make or Break Long-Term ProfitabilityTo 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 Advi...2022-09-2909 min
The RARE AdvisorThe Disengagement Dilemma Facing EmployersWith 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...2022-09-2209 min
The RARE AdvisorWho is the next IRS target?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...2022-09-1507 min
The RARE AdvisorQuiet Quitting or Whisper Working?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 Advi...2022-09-0811 min
The RARE AdvisorThe Employer Secret Hidden Within a Train TrackWhen 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...2022-09-0105 min
The RARE AdvisorSupply and Demand Simplified for the Buyer and SellerSupply 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 coachi...2022-08-2506 min
The RARE Advisor4 Stages to Make Possible PredictableHow 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 ...2022-08-1806 min
The RARE AdvisorWhat’s on the horizon for the market and economy?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 coachi...2022-08-1107 min
The RARE AdvisorIs Your Business Model Busted?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 Advis...2022-08-0407 min
The RARE AdvisorTennis Greats Teach Secrets to Longevity SuccessThere 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 mo...2022-07-2810 min
The RARE AdvisorHow the Queen teaches us Secrets of Longevity SuccessThere 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...2022-07-2111 min
The RARE AdvisorCapitalize on Job ShiftsThe 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...2022-07-1407 min
The RARE AdvisorRemote Work Reveals its WeaknessThe 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...2022-07-0714 min
The RARE AdvisorThe 80/20 Rule Gets DwarfedNo 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 Rec...2022-06-3009 min
The RARE AdvisorThe Magic Inside the NPS ScoreImagine 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...2022-06-2310 min
The RARE AdvisorHow to Create & Leverage CredibilityAs 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 mode...2022-06-1606 min
The RARE AdvisorHow to maximize your productivity with this simple hackIf 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 wh...2022-06-0906 min
The RARE AdvisorTold You So“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...2022-06-0206 min
The RARE AdvisorPlanning Beats PerformanceDoes 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 a...2022-05-2604 min
The RARE Advisor7 Traps You Face Managing AssetsAre 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 c...2022-05-1911 min
The RARE AdvisorThe 4 Most Important Value Drivers in Your PracticeThere 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 (al...2022-05-1210 min
The RARE AdvisorHow to balance opportunity and risk for maximum growthAdvisors 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 indu...2022-05-0507 min
The RARE AdvisorMarket Turmoil VisualizedVolatility 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...2022-04-2807 min
The RARE AdvisorWhy you might want to rethink turning your camera off during remote meetingsAs 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 mor...2022-04-2112 min
The RARE AdvisorThe Rule of 40You'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...2022-04-1408 min
The RARE AdvisorDefining Your Ideal Strategy for Remote vs. OnsiteHow 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 (al...2022-04-0708 min
The RARE AdvisorCaught in the cybercrime crosshairs 🎯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 work...2022-04-0106 min
The RARE AdvisorThe Trend Toward RIAs - Is It Your Right Fit Too?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 work...2022-03-2406 min
The RARE AdvisorThe Shocking Increase in IndependenceWhen 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...2022-03-1704 min
The RARE AdvisorFortunes are FragileWe 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...2022-03-0309 min
The RARE AdvisorFour Cornerstones to Set Your Practice Apart from CompetitionYou 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...2022-02-2410 min
The RARE AdvisorAn $84 Trillion Opportunity You Don’t Want to MissCapturing 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...2022-02-1714 min
The RARE AdvisorThe ONE Thing Every Advisor is Looking For!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 Advis...2022-02-1008 min
The RARE AdvisorJust the Tip of the IcebergYou 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 Recu...2022-02-0307 min
The RARE AdvisorThe Three Most Valuable Assets Inside Your PracticeAdvisors 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: ...2022-01-2006 min
The RARE AdvisorAn Eye-Popping Trend Taking Place in the Broker-Dealer and RIA CommunityOver 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...2022-01-1310 min