The RARE Advisor

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.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 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.

Contact us:

Phone (888) 444-0125

https://www.usafinancial.com/

https://www.facebook.com/usafinancial/

https://www.linkedin.com/company/usafinancial

Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor

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 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.

Contact us:

Phone (888) 444-0125

https://www.usafinancial.com/

https://www.facebook.com/usafinancial/

https://www.linkedin.com/company/usafinancial

Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor

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 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.

Contact us:

Phone (888) 444-0125

https://www.usafinancial.com/

https://www.facebook.com/usafinancial/

https://www.linkedin.com/company/usafinancial

Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor

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 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.

Contact us:

Phone (888) 444-0125

https://www.usafinancial.com/

https://www.facebook.com/usafinancial/

https://www.linkedin.com/company/usafinancial

Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor

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 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.

Contact us:

Phone (888) 444-0125

https://www.usafinancial.com/

https://www.facebook.com/usafinancial/

https://www.linkedin.com/company/usafinancial

Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor

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 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.

Contact us:

Phone (888) 444-0125

https://www.usafinancial.com/

https://www.facebook.com/usafinancial/

https://www.linkedin.com/company/usafinancial

Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor

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 listening service for easier on-the-go listening.

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.

Contact us:

Phone (888) 444-0125

https://www.usafinancial.com/

https://www.facebook.com/usafinancial/

https://www.linkedin.com/company/usafinancial

Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor

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 Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening.

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.

Contact us:

Phone (888) 444-0125

https://www.usafinancial.com/

https://www.facebook.com/usafinancial/

https://www.linkedin.com/company/usafinancial

Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor

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 podcast listening service for easier on-the-go listening.

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.

Contact us:

Phone (888) 444-0125

https://www.usafinancial.com/

https://www.facebook.com/usafinancial/

https://www.linkedin.com/company/usafinancial

Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor

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 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.

Contact us:

Phone (888) 444-0125

https://www.usafinancial.com/

https://www.facebook.com/usafinancial/

https://www.linkedin.com/company/usafinancial

Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor