The RARE Advisor

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 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.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.

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

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 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.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.

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 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 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.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.

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 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 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.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.

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

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/

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 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.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.

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

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 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.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.

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'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 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.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.

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 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 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.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.

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

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 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.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.

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 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 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.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.

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