Leadership & Team
Mike
Walters
Chief Executive Officer

Contact Information
Recent Posts

Understanding the Four “Ships” to Grow Your Business
We’ll break down the four “ships” of motoring your business forward: Ownership, Leadership, Stewardship, and Relationship. Learn how to focus on each of these distinct areas to build your practice into a valuable asset, effectively lead your team, foster a culture of trust, and nurture vital connections with both employees and customers.

Unlock Growth with In-Person Seminars
Financial advisors: are you missing out on a huge opportunity? Live seminars are back, and those using them are growing their business. Meanwhile, advisors relying solely on virtual methods or complacency are falling behind. In this episode of Future Zeros, we dive deep into why face-to-face interaction remains crucial for new clients, and how current financial insecurity creates a huge opportunity for in-person events.

The Rise of the 50+ Financial Advisor Entrepreneur
We'll uncover surprising research that shows the fastest-growing market for entrepreneurs is actually those over the age of 50! Discover why older entrepreneurs have a distinct advantage with their experience, connections, and deep industry knowledge. We'll dive into insights and studies that reveal the success rates of entrepreneurs at different ages. Plus, learn the importance of having "gas in the tank" and how to maximize your business's value by selling at the right time.