The RARE Advisor

How to Create a Fork in the Road for Your Appointment Process


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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.

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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