The RARE Advisor

Adding Tangibility in an Intangible Industry


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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.

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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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The RARE AdvisorBy Mike Walters