<img height="1" width="1" src="https://www.facebook.com/tr?id=1679314142361781&amp;ev=PageView&amp;noscript=1">
Skip to content

    Leadership & Team

    Mike
    Walters

    Chief Executive Officer

    Mike Walters is the Chief Executive Officer (CEO) of USA Financial, leading the firm since its inception in 1988. Mike is committed to maximizing today and building the firm toward tomorrow.

    In addition to serving as the CEO of USA Financial and its multiple subsidiaries, Mike is a noted industry advocate, video blogger, speaker, and asset manager. He is currently the host of The RARE Advisor and Trending Report series available on the firm’s Advisor Advancement YouTube channel. Mike also hosts an exclusive conversational series with USA Financial’s current advisors called Members Only Buzz. His passion for helping advisors is evident in the videos and continued education and communication he has with advisors.

    Mike graduated from Central Michigan University with a Bachelor of Business Administration, double majoring in Marketing & Management. Mike loves spending time with his wife, three children, two dogs and many close friends. He enjoys spending time outdoors—with a passion for mountain biking, hiking, boating, and fishing (having mostly outgrown motorcycles, wakesurfing and snowboarding).
    Mike Walters | USA Financial
    Contact Information
    (888) 444-0125 ext. 402
    Recent Posts
    Take the Fork in the Road
    Acquisition + Succession

    Take the Fork in the Road

    When you’re trying to build your practice for a future merger, acquisition, sale, transition, or succession – then when you come to a fork in the road, you better know how to take it. In this episode of Future Zeros, we’ll talk about how important planning for the timing of your eventual exit is depending on the path you’re looking to take.
    The 80/20 Rule Works Because It’s Brutal
    Acquisition + Succession

    The 80/20 Rule Works Because It’s Brutal

    How are you applying the 80/20 rule? What does it really mean when you look at it from a revenue lens vs. a profit/EBITDA lens? The 80/20 rule is dramatically different based on how you use it and that’s what makes it so brutal and so useful. In this episode of Future Zeros, we’ll dive deeper into client segmentation and how it impacts the bottom-line profit of your practice.
    Book, Asset, or Practice Sale?
    Acquisition + Succession

    Book, Asset, or Practice Sale?

    What is the difference between selling/buying a book of business, selling/buying a financial practice, and selling/buying the assets of a business? If you don’t know the difference between these before walking into an M+A negotiation, you’re at a huge disadvantage. In this episode of Future Zeros, we’ll dive into each option and when it may be a good fit for you.