In this episode of Future Zeros, Mike shares a simple but powerful five-word framework to quickly evaluate the people around you—whether it's a prospective hire, a business partner, a new customer, or even yourself. Drawing from years of experience leading teams and building partnerships, he breaks down the core traits he looks for: Gratitude, Honor, Effort, Intent, and Serve. This personal “cheat sheet” is a practical tool for leaders who want to build stronger teams, make better hiring decisions, and align themselves with the right people both professionally and personally. If you’ve ever asked yourself, “Is this someone I want on my team?”—this video is for you.

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Future Zeros is a series for financial advisors who want to increase the value of their firm today and in the future. Your host, Mike Walters (CEO of USA Financial), digs into the nuances of mergers, acquisitions, and succession within the financial advice industry to help you add “future zeros” to your bottom line. Whether you are nearing an exit, just entering the business, or in the middle of building your practice, the Future Zeros series (found on your favorite podcast players and YouTube) will provide thoughtful insights into how to grow your practice the right way in order to maximize your future value and minimize the risk associated with doing so.

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