38 episodes

Hosted by Mike Walters, The Advisor Skinny Podcast is a business building podcast for financial advisors aimed at helping them enhance the enterprise value of their firm. Each season of the Advisor Skinny podcast focuses on a specific theme with the goal of dissecting that topic in a straight-forward, no-nonsense manner. In other words, it gets straight to the skinny.

The Advisor Skinny Podcast Mike Walters

    • Management
    • 5.0 • 4 Ratings

Hosted by Mike Walters, The Advisor Skinny Podcast is a business building podcast for financial advisors aimed at helping them enhance the enterprise value of their firm. Each season of the Advisor Skinny podcast focuses on a specific theme with the goal of dissecting that topic in a straight-forward, no-nonsense manner. In other words, it gets straight to the skinny.

    Bonus: Special Monday Plunge Edition

    Bonus: Special Monday Plunge Edition

    As the markets seem intent on adding to their volatility this week, this episode of Advisor Skinny is focused on commentary related to the stock market environment caused by the drop in oil prices, and accentuated by the fears surrounding the widening coronavirus outbreak. I share how and why the "circuit breaker" triggered in the S&P 500 on Monday of this week, and how you can use this information to help your clients better understand the market, and properly manage their concerns.

    • 10 min
    Bonus: Special Coronavirus Edition

    Bonus: Special Coronavirus Edition

    On this episode of Advisor Skinny, Mike Walters shares commentary on the current and possible future effects to the markets resulting from the coronavirus outbreak. He highlights how you can best position your practice to protect your current clients, and help assist future clients make better choices for their retirement. Join Mike as he shares the blueprint to getting the most value out of your business.

    • 27 min
    S2E11 – 7 Steps to Bridge the Value Gaps

    S2E11 – 7 Steps to Bridge the Value Gaps

    On this episode of Advisor Skinny, Mike Walters shares the 7 steps to bridge the value gaps. This series has focused on determining the value of a financial advisory practice, but what comes next? Join Mike as he shares the blueprint to getting the most value out of your business.

    • 10 min
    S2:E10 - What is EBITDA?

    S2:E10 - What is EBITDA?

    On this episode of Advisor Skinny, Mike Walters talks about EBITDA (earnings before interest, taxes, depreciation, and amortization). What is it, why it’s important and how it’s the more accurate benchmark in determining the value of a business.

    • 9 min
    Ep. 9 – Fees and Practice Value

    Ep. 9 – Fees and Practice Value

    On this episode of Advisor Skinny, Mike Walters shares insight on how to charge for your time and how that ultimately brings value to an advisor’s practice. A successful advisor is focused on building a business rather than creating a job.

    • 10 min
    Ep. 8 – Outside Forces

    Ep. 8 – Outside Forces

    On this episode of Advisor Skinny, Mike Walters shares some surprising statistics about investors and their actions after a death in a family. By understanding these forces, an advisor will be better prepared to retain clients’ assets.

    • 11 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

Top Podcasts In Management

Listeners Also Subscribed To