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The RARE Advisor: 🤔 Top 5 reasons why +13.70% growth in Financial Advisor valuations despite a pandemic!
Let’s talk about how this valuation growth happened! --USA Financial affiliated advisors 12-Month Blue Book Valuations ending 2021.06.30 = +13.7% over 12-month valuations ending 2020.06.30.
- Concentrate on electronic, digital and video communications.
- Convert to online client events and remote meetings.
- Introduction program to duplicate the top 10%-20% of your clientele.
- Re-engage with live events as possible and wise.
- Embrace and/or emphasize AUM -- recurring revenue.
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 that financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/Â https://www.facebook.com/usafinancial/Â https://www.linkedin.com/company/usafinancial1/
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By USA Financial
5
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Let’s talk about how this valuation growth happened! --USA Financial affiliated advisors 12-Month Blue Book Valuations ending 2021.06.30 = +13.7% over 12-month valuations ending 2020.06.30.
- Concentrate on electronic, digital and video communications.
- Convert to online client events and remote meetings.
- Introduction program to duplicate the top 10%-20% of your clientele.
- Re-engage with live events as possible and wise.
- Embrace and/or emphasize AUM -- recurring revenue.
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 that financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/Â https://www.facebook.com/usafinancial/Â https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial