The RARE Advisor

Mike Walters
  • 5.0 (6)
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The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss 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 will 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. For more videos from The RARE Advisor: https://www.usafinancial.com/insights/rare Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial

  1. Access by Design: Turning Phones and Calendars into Strategic Assets

    13H AGO

    Access by Design: Turning Phones and Calendars into Strategic Assets

    In this episode of The RARE Advisor, host Aaron Grady and practice management consultant Allan Oehrlein continue their discussion on time allocation by exploring what comes next: operationalizing structure across the entire advisory team. They break down why the phone is the "front door" to the firm and the calendar is the "engine room," and how elite practices use standardized phone scripts, the strategic power of the word "unavailable," intentional scheduling rules, and team empowerment to build consistency, capacity, and trust. Aaron and Allan outline how designed access—not unlimited access—creates scalability and a stronger client experience, while reducing reactivity, burnout, and advisor bottlenecks. They also offer practical challenges advisors can implement immediately to redesign their phone and scheduling processes in ways that elevate both team culture and enterprise value. 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 decades of experience coaching successful advisors, your host, 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, this podcast shares insights and success stories that will 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

    22 min
  2. How Advisors Can Get 10 Hours Back Every Week

    JAN 22

    How Advisors Can Get 10 Hours Back Every Week

    In this episode of The RARE Advisor, host Aaron Grady and USA Financial Pareto coach and practice management consultant Allan Oehrlein dive into time allocation as a core lever for advisory success. They unpack the biggest time drains—email, unsolicited calls, and open-door interruptions—and lay out a practical framework for calendar rebalancing that starts with personal time, management time, client appointments, dedicated communications windows, "work on the business" time, and high-impact growth activities. With real-world stories showing how advisors shift from reactive days to structured weeks (and even reclaim Fridays), Aaron and Allan share easy-to-implement tips: color coding calendars, scheduling buffers, daily huddles, and call/appointment protocols. If you're ready to audit your calendar, define your ideal week, and create structure that truly liberates your practice, this conversation is your next step. 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 decades of experience coaching successful advisors, your host, 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, this podcast shares insights and success stories that will 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

    31 min
  3. Continuity Plans vs. Succession Plans: Why Every Advisory Practice Needs Both

    JAN 8

    Continuity Plans vs. Succession Plans: Why Every Advisory Practice Needs Both

    What's the difference between a continuity plan and a succession plan—and why does your advisory practice need both? In this episode of The Rare Advisor, Aaron Grady breaks down these two essential strategies, explains how they protect your firm from unexpected events and prepare you for long-term success, and shares practical steps to start building or improving your plans. If you want to safeguard your business, elevate your professionalism, and protect your legacy, this episode is a must-watch. 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 decades of experience coaching successful advisors, your host, 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, this podcast shares insights and success stories that will 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

    13 min
  4. Year-End Planning with Purpose: Becoming the Advisor of the Future

    11/25/2025

    Year-End Planning with Purpose: Becoming the Advisor of the Future

    In this episode of The RARE Advisor, Aaron Grady and Duncan MacPherson explore how financial advisors can approach year-end planning with intention and purpose. Rather than focusing solely on metrics and spreadsheets, they discuss the importance of aligning your "why" with your process and practice. Drawing on Japanese philosophies like Ikigai, Kaizen, Kintsugi, and Wabi Sabi, they share insights on creating a more meaningful, resilient, and sustainable business. Learn how embracing continuous improvement, authenticity, and technology can help you become the advisor of the future. 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 decades of experience coaching successful advisors, your host, 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, this podcast shares insights and success stories that will 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

    36 min
  5. Building a Client-Centered Practice: Insights from Duncan MacPherson & Pareto Systems

    11/13/2025

    Building a Client-Centered Practice: Insights from Duncan MacPherson & Pareto Systems

    In this episode of the Rare Advisor, host Aaron Grady sits down with Duncan MacPherson of Pareto Systems to unpack the "Always On" client experience from The Blue Square Method—showing financial advisors how to move from personality-driven to process-driven, scalable firms. You'll learn the four quadrants (Onside, Onboard, Ongoing, Onward), why a documented fit process and onboarding sequence create professional contrast, how the 12-4-2 service model competitor-proofs relationships, and why systematizing moments of truth builds advocacy and referrals. We cover turning know-how into intellectual property (playbooks/SOPs), becoming "fee-worthy" and referable, leveraging the Pareto principle for AAA clients, and shifting from B2C to B2B growth. 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 decades of experience coaching successful advisors, your host, 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, this podcast shares insights and success stories that will 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

    54 min
  6. How Gratitude Can Grow Your Practice: Thanksgiving Lessons for Financial Advisors

    10/23/2025

    How Gratitude Can Grow Your Practice: Thanksgiving Lessons for Financial Advisors

    In this episode of The Rare Advisor, host Aaron Grady shares why Thanksgiving is one of the most powerful — and underutilized — times of year for financial advisors to connect with their top clients. He explains how this quieter, gratitude-filled season offers a unique opportunity to build deeper relationships, foster loyalty, and create memorable client experiences that drive advocacy. From heartfelt handwritten cards to "annual anchor" gifts that become part of clients' traditions, Aaron outlines practical ways to operationalize gratitude and turn it into a repeatable, referable process. Tune in to learn how to transform a simple gesture into a lasting impression — and make Thanksgiving a cornerstone of your client relationship strategy. 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 decades of experience coaching successful advisors, your host, 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, this podcast shares insights and success stories that will 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

    15 min
  7. Ideal Client Events in Action: Transition, Reframing, Celebration

    10/09/2025

    Ideal Client Events in Action: Transition, Reframing, Celebration

    In this episode of The Rare Advisor, host Aaron Grady is joined by USA Financial Practice Management Consultant, Allan Oehrlein, to explore three powerful types of ideal client events every advisor should be leveraging: transition, reframing, and celebration. More than just appreciation gatherings, these tailored events help you retain top relationships, build advocacy, and elevate your practice. From handling major firm changes with confidence to showcasing new processes and creating memorable client experiences, Aaron and Allan break down practical strategies to turn client events into long-term growth opportunities. This episode takes the strategy from Client Retention Strategies through Rare Experiences and provides actionable ways ideal client events can serve different purposes. 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 decades of experience coaching successful advisors, your host, 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, this podcast shares insights and success stories that will 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

    30 min
  8. Client Retention Strategies through Rare Experiences

    09/25/2025

    Client Retention Strategies through Rare Experiences

    In this episode of The Rare Advisor, host Aaron Grady sits down with Steve Phillips, Chief Practice Management Officer at USA Financial, to unpack the concept of the Ideal Client Event. Unlike traditional appreciation events, these gatherings are designed exclusively for your very best clients—the advocates and relationships you most want to replicate. Aaron and Steve explore the "what," "why," and "how" behind these events, from honoring advocacy and building community to creating a consistent client experience that drives organic growth and long-term loyalty. If you're a financial advisor looking for ways to deepen client relationships and inspire advocacy inside your practice, this conversation is packed with practical insights and best practices you can apply right away. 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 decades of experience coaching successful advisors, your host, 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, this podcast shares insights and success stories that will 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

    32 min
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Ratings & Reviews

5
out of 5
6 Ratings

About

The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss 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 will 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. For more videos from The RARE Advisor: https://www.usafinancial.com/insights/rare Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial

Information

  • Creator
    Mike Walters
  • Years Active
    2019 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © USA Financial
  • Show Website
    The RARE Advisor