Two Little Phrases That Instantly Triple Your Closing Ratios
Master the art of persuasion by incorporating two little phrases, just four words, into conversations with clients to improve your closing ratios.
The RARE Advisor: FREE Age Wise Longevity Tools
It’s not often we can credit Actuaries with clean, concise, helpful, free sales tools. I’ll show you how to get them in this episode of The RARE Advisor.
What's Trending: 3 Angles to Assess U.S. Government Debt
In this episode of the Trending Report, we’ll discuss what’s going on with the U.S. government debt ceiling and why it is important for you to understand.
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Wealth ManagementS&P PRISM Framework and Considerations for Model Portfolios
The S&P PRISM® ETF Tracker Index (PRISM) is designed to look beyond volatility, evaluate a variety of market indicators, and strategically allocate for consistent performance.
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Practice Management
Two Little Phrases That Instantly Triple Your Closing Ratios
Master the art of persuasion by incorporating two little phrases, just four words, into conversations with clients to improve your closing ratios.
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Wealth Management
The RARE Advisor: FREE Age Wise Longevity Tools
It’s not often we can credit Actuaries with clean, concise, helpful, free sales tools. I’ll show you how to get them in this episode of The RARE Advisor.
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MarketingHow to Build a Social Media Strategy for Your Practice
Learn how to build an effective social media strategy for your financial advisory practice in four easy steps.
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Relationship ManagementTurn Volatility into Referable Moments
Learn how to turn volatility into referable moments with an easy 5-step checklist of our process.
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Practice ManagementThree Client Questions That Could Instantly Improve Your Practice
The key to building a good client experience for financial advisors is asking the right questions of your clients. Here are 3 questions to ask your clients
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Wealth Management
What's Trending: 3 Angles to Assess U.S. Government Debt
In this episode of the Trending Report, we’ll discuss what’s going on with the U.S. government debt ceiling and why it is important for you to understand.
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Wealth ManagementThe RARE Advisor: Comparing the Bank Failure to Assets Under Duress Ratio
In this episode of The RARE Advisor we’ll take a deeper dive into the bank failure vs. assets under duress ratio and what that means.
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Practice ManagementThe RARE Advisor: Two Sides of Interest Rate Hikes
In this episode of The RARE Advisor, we’ll give you perspective on interest rate hikes that could be useful for your clients from both points of view.
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Practice ManagementThe RARE Advisor: Will Artificial Intelligence Wipe You Out?
In this episode of The RARE Advisor, we’ll talk about how Artificial Intelligence (AI) could impact you and your practice.
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Wealth ManagementWhat's Trending: 7 Paths for the U.S. Debt Limit
In this episode of the Trending Report, we’ll talk about the seven paths forward from here for the U.S. debt limit and what that might mean for the market.
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Practice ManagementThe RARE Advisor: Investor Anti-Invasion has Begun
Laugh? Cry? Get pissed off? You’re not going to believe this…
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Wealth ManagementWhat's Trending: Surging Debt, Surging Vacancies
In this episode of the Trending Report, we’ll talk about how large the U.S. government debt really is, as well as the commercial real estate environment.
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Practice ManagementThe RARE Advisor: Top 6 Reasons Investors Fire Advisors
There are 6 top reasons why investors fire their advisors, of which 72 percent can be attributed to just one reason. We share more in this episode.
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Practice ManagementAchieving Professional Scarcity and Professional Contrast
Recently I had the chance to join a very good friend, mentor and colleague of mine, Duncan MacPherson of Pareto Systems, on his podcast “Always On”.
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Practice ManagementThe RARE Advisor: Killer Secret to the 80/20 Rule
In this episode of The RARE Advisor, we’ll discuss how the rest of the 80/20 rule story is the part that makes all the difference financially speaking
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Wealth ManagementWhat’s Trending: Is Your Economic Glass Half-Empty?
In this episode of the Trending Report, we’ll cover how the market is scoring out on a macro and micro level using data as of 4/7/2023.
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Practice ManagementThe RARE Advisor: The 3 Most Important Assets in Your Business
Small hinges swing big doors. There are subtle things you can do in your practice that can elevate you to a level beyond what you might have expected.
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Practice ManagementThe 3 Phases of Financial Practice Evolution
Learn how to grow your financial practice through acquisition, expansion, and succession. Our experts cover the three phases of practice evolution.
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Practice ManagementThe RARE Advisor: Thousands of Independent Advisors Held Hostage?
It’s disheartening when an organization that services an independent financial advisor suddenly tries to hold them hostage.
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Wealth ManagementWhat's Trending: Can Unemployment Predict the Next Recession?
In this episode of the Trending Report, we take a closer look at the relationship between layoffs, unemployment, and recession.
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Practice ManagementThe RARE Advisor: How to Quickly Focus on the Right Things
In this episode of The RARE Advisor, we’re going to talk about how to focus on the right thing that underwrites the revenue in your business.
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Wealth ManagementThe RARE Advisor: Where Did All That Money Go?
Timing is everything. In this episode of The RARE Advisor, we look back at a video from 2010 that happens to be pretty timely for today’s economic environment. We’ll share what that means for you and your financial planning process.
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Wealth ManagementThe RARE Advisor: The AUM Jeopardy Cycle
In this episode of The RARE Advisor, we’ll discuss the statistics that make up the AUM Revenue Jeopardy Cycle, and how to use it to capture new assets.
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Wealth ManagementWhat's Trending: 6 Things That Determine a Recession
In this episode of the Trending Report, we’ll cover how the market is scoring out on a macro and micro level using data as of 3/10/2023.
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Wealth ManagementThe RARE Advisor: The Four-Year Grow-Coast-Decay Cycle
In this episode of The RARE Advisor we’ll dive into the grow-coast-decay cycle dynamic and how important it is to understand for your business.
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Practice ManagementGuide to Improving Your Appointment Process
This guide was created to help you focus the most important elements that go into creating an experience and transforming your appointment process.
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Wealth ManagementThe RARE Advisor: 5 Longevity Tips for Planning
In this episode of The RARE Advisor, I’ll share 5 tips to longevity that you can share with your clients.
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Relationship Management7 Simple Ways to Improve Client Experience for Financial Advisors
Building a high-quality client experience is vital for any financial advisor. Retain your clients and gain new ones by following these steps.
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Wealth ManagementWhat's Trending: 4 Charts Reveal Impact on Real Estate
In this episode of the Trending Report, we’ll cover how the market is scoring out on a macro and micro level using data as of 2/24/2023.
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Practice ManagementThe RARE Advisor: Why Most Employees Don't Like Working for You
In this episode of The RARE Advisor, we share how you can boost workplace happiness and solve the engagement problem in your own practice.
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Wealth ManagementWhat's Trending: Big Biz vs. Small Biz vs. Fed Reserve
In this episode of the Trending Report, we’ll cover how the market is scoring out on a macro and micro level using data as of 2/10/2023.
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Practice ManagementThe RARE Advisor: The BIG Fintech Secret
There’s one little known secret about how to best manage your technology, and surprise - it has nothing to do with technology. We'll reveal this secret.
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Practice ManagementThe RARE Advisor: Volatility Generates New Clients
In this episode of The RARE Advisor, we’ll talk about the tremendous opportunity where volatility can generate new business for your practice.
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Practice ManagementThe RARE Advisor: Could a bad economy be your best friend?
Bad can be good when it comes to the economy. It creates disruption. Disruption and change create opportunity. And that is what can grow your practice.
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Wealth ManagementWhat's Trending: Market Recovery Hinges on This
In this episode of the Trending Report, we’re going to discuss four major components, give you a snapshot of inflation, and the headway being made.
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Wealth ManagementWhat's Trending: Big Picture for Inflation & Market
In this episode of the Trending Report, we’re going to look at two major trends we noticed in 2022, and what we can expect going into this new year.
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Wealth ManagementWhat's Trending: Market Currents Making Waves
In this episode of the Trending Report, we’ll cover how the market is scoring out on a macro and micro level using data as of 12/9/2022.
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USA Financial Formulas Announces Collaboration with S&P Dow Jones Indices
USA Financial taps S&P DJI’s multi-asset indexing capability to launch first investment strategy of its’ kind.
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Wealth ManagementWhat's Trending: Has the 60/40 Portfolio Changed Forever?
In this episode of the Trending Report, we’ll cover how the market is scoring out on a macro and micro level using data as of 11/25/2022.
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Marketing8 Tips on Direct Mail Marketing for Financial Advisors
Direct mail marketing tactics can lead to a waterfall of clients for financial advisors, if done correctly. Here are some tips for mail marketing.
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Wealth ManagementWhat's Trending: Jobs & Inflation Cool
Jobs are cooling off and inflation is starting to taper. Let’s talk about what this means in the equities market using data as of 11/11/2022.
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MarketingShould You Serve a Meal at Your Seminar?
Including a meal when hosting a financial planning seminar can be used to your advantage for gaining new clients.
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Wealth ManagementGuide to Building and Growing Your Advisory Business
Our expert tips on understanding TAMPs and growing assets under management in your financial advisor business.
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Marketing15 LinkedIn Marketing Tips for Financial Advisors
Whether you’re looking to grow your network or build a prospecting funnel on LinkedIn, our USA Financial experts are here to help.
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Wealth ManagementWhat's Trending: Big 4 Expenses Impact Volatility
In this episode of the Trending Report, we’ll take a closer look at market data as of 10/07/2022 from a capitalization and sector perspective.
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Wealth ManagementWhat's Trending: A Macro View of the Market
In this episode of the Trending Report, we cover market data as of 9/23/2022 from the lens of capitalization and sector subsets.
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MarketingWhat's Trending: Intelligent Risk and Intentional Effort
In addition to looking at market data as of 9/9/2022 from a viewpoint of capitalization and sector subsets, we’re also going to talk about world happiness
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Wealth ManagementTrending Report - Energy = Driving Force
In this episode of the Trending Report, we dig into how the stock market is scoring out on a macro and a micro level using data as of 8/19/22.
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Wealth ManagementTrending Report - GDP vs. Unemployment
In this Trending Report, CEO Mike Walters talks about how the stock market is scoring out on a macro and a micro level using data as of 8/5/2022.
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Wealth ManagementUSA Financial Trending Report - July 2022
In this episode of the USA Financial Trending Report, CEO Mike Walters shares the latest news regarding the trends we are tracking in the stock market as o
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Wealth Management
USA Financial Trending Report - June 2022
In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are t
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Wealth Management
USA Financial Trending Report - May 2022
In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are t
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Wealth Management
USA Financial Trending Report - April 2022
In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are t
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Wealth Management
USA Financial Trending Report - March 2022
In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are t
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Wealth Management
USA Financial Trending Report - February 2022
In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are t
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Wealth Management
USA Financial Trending Report - January 2022
In this episode of the USA Financial Trending Report, CEO Mike Walters shares the latest news regarding the trends we are tracking in the stock market as o
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Wealth Management
USA Financial Trending Report - December 2021
In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are t
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Wealth Management
USA Financial Trending Report - November 2021
In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are t
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Wealth Management
USA Financial Trending Report - October 2021
CEO Mike Walters scores the stock market with power, support, demand, and torque to come to a overall score and better picture of the overall stock market
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Wealth Management
USA Financial Trending Report - September 2021
In this month's USA Financial Trending Report, Vice President of Advisory Services, Kevin Roskam talks about the stock market being impossible to entirely
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Wealth Management
USA Financial Trending Report - August 2021
In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are t
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Wealth Management
USA Financial Trending Report - July 2021
CEO Mike Walters shares how USA Financial Portformulas scores the stock market based on power, support, and demand in this end of Q2 July episode of the US
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Wealth Management
USA Financial Trending Report - June 2021
The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered in order to eliminate emotion and provide direction in investing.
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Wealth Management
USA Financial Trending Report - May 2021
The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion
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Wealth Management
USA Financial Trending Report - April 2021
The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered in order to eliminate emotion and provide direction in investing.
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Wealth Management
USA Financial Trending Report - March 2021
The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered in order to eliminate emotion and provide direction in investing.
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Wealth Management
USA Financial Trending Report - February 2021
The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered in order to eliminate emotion and provide direction in investing.
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Wealth Management
USA Financial Trending Report - January 2021
The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion
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Wealth Management
USA Financial Trending Report - December 2020
The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion
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Wealth Management
USA Financial Trending Report - November 2020
The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion
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Wealth Management
USA Financial Trending Report - October 2020
The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion
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Wealth Management
USA Financial Trending Report - September 2020
The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion
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Wealth Management
USA Financial Trending Report - August 2020
The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion
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Wealth Management
USA Financial Trending Report - July 2020
The USA Financial Trending Report is a monthly update from the investment professionals at Portformulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered in order to eliminate emotion and provide direction in investing.
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Wealth Management
USA Financial Trending Report - June 2020
The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion
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Wealth Management
USA Financial Trending Report - May 2020
USA-Financial-Trending-Report-May-2020-(12-min-37-sec)
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Marketing
Learn Social Media from Bob Ross
While Bob Ross didn’t live in the time of social media as it sits today, his tactics are the perfect roadmap to developing your social media accounts.
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Wealth Management
USA Financial Trending Report - April 2020
USA-Financial-Trending-Report-April-2020-(25-min-30-sec)
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Wealth Management
USA Financial Trending Report - March 2020
USA-Financial-Trending-Report-March-2020-(13-min-04-sec)
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Wealth Management
USA Financial Trending Report - March 12, 2020 Special Edition
USA-Financial-Trending-Report-March-12-2020-Special-Edition-(24-min-15-sec)
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Wealth Management
USA Financial Trending Report - February 2020
USA Financial Trending Report - February 2020 (16 min 02 sec)
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Wealth Management
USA Financial Trending Report - January 2020
USA-Financial-Trending-Report-January-2020-(22-min-30-sec)
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USA Financial Trending Report - December 2019 (15 min 44 sec)
USA-Financial-Trending-Report-December-2019-(15-min-44-sec)
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USA Financial Trending Report - August 2019 (10 min 59 sec)
USA-Financial-Trending-Report-August-2019-(10-min-59-sec)
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USA Financial Trending Report - April 2019 (23 min 50 sec)
USA Financial Trending Report - April 2019 (23 min 50 sec)
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USA Financial Trending Report - February 2019 (11 min 42 sec)
USA-Financial-Trending-Report-February-2019-(11-min-42-sec) Running Time: 11:42.
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USA Financial Trending Report - First Quarter 2019 (17 min 54 sec)
USA Financial Trending Report - First Quarter 2019 (17 min 54 sec)
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Practice Management
Moonshots in Business: Your Tool for 10X Growth
Businesses adopted the “moonshot concept” from President John F. Kennedy, after the speech he delivered before a joint session of Congress on May 25, 1961.
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USA Financial Trending Report - First Quarter 2018 (16 min 43 sec)
USA-Financial-Trending-Report-First-Quarter-2018-(16-min-43-sec) Running Time: 16:43.
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USA Financial Trending Report - Fourth Quarter 2017 (18 min 58 sec)
USA-Financial-Trending-Report-Fourth-Quarter-2017-(18-min-58-sec)
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Marketing5 Seminar Marketing Mistakes to Avoid
Seminars are a terrific tool for financial advisors. Ensure that your seminar marketing is impactful by avoiding these common mistakes.
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USA Financial Trending Report - January 2017 (12 min 38 sec)
USA-Financial-Trending-Report-January-2017-(12-min-38-sec)
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USA Financial Trending Report - December 2016 (17 min 05 sec)
USA-Financial-Trending-Report-December-2016-(17-min-05-sec)
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USA Financial Trending Report - August 2016 (9 min 20 sec)
USA-Financial-Trending-Report-August-2016-(9-min-20-sec)
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USA Financial Trending Report - April 2016 (3 min 55 sec)
USA Financial Trending Report - April 2016 (3 min 55 sec)
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USA Financial Trending Report - February 2016 (17 min 22 sec)
USA-Financial-Trending-Report-February-2016-(17-min-22-sec)
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USA Financial Trending Report - January 2016 (14 min 35 sec)
USA-Financial-Trending-Report-January-2016-(14-min-35-sec)
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USA Financial Trending Report - December 2015 (19 min 03 sec)
USA-Financial-Trending-Report-December-2015-(19-min-03-sec)
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USA Financial Trending Report - August 2015 (14 min, 33 sec)
Who do you think can tell you when the next stock market crash will occur? What makes you think they have the credibility to make noteworthy predictions? Do they have a proven track record of being consistently accurate in previous predictions?
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USA Financial Trending Report - April 2015 (12 min, 08 sec)
In the April Report: I owe you a personal apology... Is it possible that stock prices are right where they should be...? Is there really a 97.5% gap between corporate buybacks & investor inflows...?
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USA Financial Trending Report - February 2015 (11 min, 58 sec)
In the February report: The 1st U.S. company to break $700 billion capitalization... Long stretches of lackluster growth (and decline) are riddled within even great stocks... We may be witnessing in real-time, the next big "good to great" transition...