The RARE Advisor

Mike Walters
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The RARE Advisor

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. 2D AGO

    Why Top Advisors Use Client Surge Meetings

    Tired of the scheduling chaos? Imagine a world with less burnout, more client focus, and actual time for growth. Intrigued? In this episode of The RARE Advisor, we’ll break down how client surge meetings can maximize efficiency and reclaim your calendar. Discover the unexpected benefits and practical tips that could transform your client relationships and your work-life balance. Are you ready to ditch the unpredictable and embrace a more intentional approach? Tune in to find out how. 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

    9 min

  2. MAR 14

    The Key to Event Success? It’s Not What You Think

    Are you a financial advisor looking to maximize the impact of your events and seminars? The secret to success might surprise you: it's all in the intro and outro! In this episode of The RARE Advisor, host Aaron Grady welcomes Steve Phillips, Chief Practice Management Officer at USA Financial, to share expert tips on how to captivate your audience from start to finish. Discover how to create "professional contrast" to stand out from the crowd, disarm attendees, and build trust. Whether you're hosting a Social Security seminar, a financial workshop, or any educational event, these event marketing strategies can help you achieve better results. 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

    20 min

  3. FEB 27

    Transform Client Relationships with Moments of Truth

    In this episode of The RARE Advisor, we dive into the concept of "Moments of Truth" – those significant life events for your clients, both planned and unplanned, that present a unique opportunity to deepen your relationship. Learn how to identify key moments, develop a process for acknowledging them effectively, prioritize your efforts by focusing on your top clients, and discover creative and meaningful ways to show your clients you care. This video is essential for financial advisors seeking to build stronger client relationships, foster lasting loyalty, and enhance their overall client experience. 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

    21 min

  4. FEB 13

    The Secret to Successful Seminar Follow-Up

    In this episode of The RARE Advisor, Aaron Grady and Alan Oehrlein – Practice Management Consultants at USA Financial - discuss the crucial importance of a robust seminar follow-up process. Discover how to implement best practices, from personalized communication and valuable resources to creating a sense of urgency and scheduling immediate appointments. Learn why the follow-up process starts during the seminar itself and how to effectively engage with attendees who may not have signed up for a meeting. 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

    25 min

  5. 06/20/2024

    Age Gap Management Challenge

    You likely have an age gap management challenge in your practice, and you may not even realize it. There is a huge difference in the perspective of how people in different age groups see the world and their core principles, and you need to figure out how to lead people appropriately in running 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

    11 min

  6. 06/13/2024

    Next Gen Advisor Woes & Opportunities

    Are you operating a practice and you need to figure out your succession plan? Or maybe you’re the advisor who is going to take over in the future. There’s a lot to consider and it has to go right. In this episode of The RARE Advisor, we’ll talk about what happens when that next phase sets in.   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

    7 min
  7. Achieve Statistical Happiness

    04/04/2024

    Achieve Statistical Happiness

    The Wall Street Journal ran an interesting article, based on a large poll they conducted, looking at the spectrum of happiness. In this episode of The RARE Advisor, we’ll look at the four statistically connected items that the ‘extremely happy’ group have in common.   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

    5 min
  8. The 3 Value Numbers You Need to Know

    03/28/2024

    The 3 Value Numbers You Need to Know

    In this episode of The RARE Advisor, we’re going to take the highly complex subject of valuation and business appraisals and boil it down into just three numbers you need to know.   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

    6 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 - 2025
    • Episodes
      100
    • Rating
      Clean
    • Copyright
      © USA Financial
    • Show Website
      The RARE Advisor

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