Leadership & Team
Mike
Walters
Chief Executive Officer
Contact Information
Recent Posts
The RARE Advisor: 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.
What’s Trending: Who Moved that Stock’s Cheese?
In this episode of the Trending Report, we’ll talk about how a stock falls out of favor. It’s a lesson in adapting to change from a business, stock market, and economic perspective. We’ll also dive into market data as of June 7, 2024.
The RARE Advisor: 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.