What’s Trending: Soft Landing with Rate Cuts
Certain economic professionals are calling for a soft landing, with federal reserve rate reductions taking place just around the corner.
The RARE Advisor: Sell or Coast - A Decision Worth Millions
In this episode of The RARE Advisor, we’ll break down the sell vs. coast decision and how it could double the value you pull out of your practice.
The RARE Advisor: Avoiding the Lopsided Practice
Odds are that you have a lopsided practice… and you may not even realize it! We’ll uncover this and talk about how you can be more profitable going forward.
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Wealth Management
What’s Trending: Soft Landing with Rate Cuts
Certain economic professionals are calling for a soft landing, with federal reserve rate reductions taking place just around the corner.
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Practice Management
The RARE Advisor: Sell or Coast - A Decision Worth Millions
In this episode of The RARE Advisor, we’ll break down the sell vs. coast decision and how it could double the value you pull out of your practice.
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Practice Management
The RARE Advisor: Avoiding the Lopsided Practice
Odds are that you have a lopsided practice… and you may not even realize it! We’ll uncover this and talk about how you can be more profitable going forward.
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Wealth ManagementWhat’s Trending: The 60-40 Portfolio Falter
In this episode of the Trending Report, we’re going to discuss how the 60-40 portfolio is faltering, as well market data as of 11/13/2023.
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MarketingHow to Pick the Right Marketing Automation Tool
Marketing automation tools can help you elevate your communication, while saving you time. When choosing a tool, consider factors such as ease of use, CRM integration, compliance, analytics, and customization.
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Practice ManagementThe CarMax Story
Learn why process over pricing is the key to elevating the client experience and driving growth, as exemplified by the CarMax story.
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MarketingPodcasts: An Untapped Opportunity for Financial Advisors
Starting a podcast as a financial advisor can become an incredible marketing tool to attract and sign new clients for your business.
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Practice ManagementThe RARE Advisor: 5 Live Events Big as Ever
We’ll talk in more depth about 5 live events that are extremely important to fuel growth, and why you need to marry that with your virtual efforts.
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Practice ManagementThe Power of Planning: Why Financial Advisors Need a Yearly Game Plan
Running a business without a plan can leave you feeling unsure of where you're headed. That's why creating a yearly plan is crucial for financial advisors.
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Practice ManagementThe RARE Advisor: How Annuities Buy Time for AUM
Comprehensive financial advisors are working with more annuities than ever before. It’s a staging asset and it frees up the opportunity to gather up assets under management.
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Practice ManagementThree Issues that Stall Enterprise Growth
There are three specific issues that could be holding you back from growing your practice. We'll share solutions to these issues.
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Practice ManagementThe RARE Advisor: Gather Entire Portfolio of Assets with One Graphic
In this episode of The RARE Advisor, I want to jump into a basic – but unbelievably important – concept for clients and investors to understand the financial plan you’re presenting to them.
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Practice ManagementThe RARE Advisor: How 85% Beats 100%
When 85% beats 100% - It impacts your presentation skills, your closing ratios, your projects – and just about anything – inside of your business.
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Wealth ManagementWhat’s Trending: Worrisome Recession Indicators
In this episode of the Trending Report, we’re going to discuss 12 worrisome recession indicators, as well market data as of 10/6/2023.
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Wealth ManagementWhat’s Trending: 9 Facts on Government Shutdowns
In this episode of the Trending Report, we’re going to cover 9 facts to help you understand U.S. government shutdowns, as well market data as of 9/22/2023.
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Practice ManagementThe RARE Advisor: Bedside Manner Rules the Day
One of the most important qualities of a doctor is quality bedside manner. In this episode, we’ll talk about why the same is true of financial advisors.
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Wealth ManagementWhat’s Trending: The Great Resignation Becomes The Great Gloom
In this episode of the Trending Report, we’ll discuss how The Great Gloom may play out in the economy, as well as dissect market data as of 9/8/2023.
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Practice ManagementThe RARE Advisor: Remote Gloom Can Crush Your Business
Have you heard of “The Great Gloom”? It’s forcing remote employees into a position of unhappiness, and that could have a major impact on your business.
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Practice ManagementThe RARE Advisor: Create a Fork in the Road for your Appointments
Have you ever had a prospective client drag on with countless numbers of appointments, only to never become a customer of your firm? That ends today.
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Practice Management
Advisory Growth via The Family Phone Call
Build deeper connections with your clients and their families, retain assets, and increase the overall value of your practice with the Family Phone Call.
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Wealth ManagementWhat’s Trending: 8 Charts to Decode Real Estate
In this episode of the Trending Report, we’re going to look at eight different charts to decode what is going on in the real estate environment.
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Practice ManagementThe RARE Advisor: Adding Tangibility to an Intangible Industry
One of the most difficult tasks that financial advisors have is creating tangible value out of this intangible industry. We'll share how to fix this.
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Practice ManagementAdvisor's 12-Step Reset for Predictable Growth, Value & Lifestyle
A smooth 12-step process uncovered and discovered over a 35+ year journey, that generates a predictable practice with automated revenue and lifetime reward
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MarketingTurning Press into Profits: A PR Guide for Financial Advisors
Understand and implement a marketing plan for your practice centered around earning and leveraging third-party credibility, thus turning press into profits.
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Wealth ManagementWhat’s Trending: Momentum is Difficult to Overcome
Overcoming the momentum of strong employment is difficult and the Federal Reserve is going to have to manage the interest rate increases very closely.
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Practice ManagementThe RARE Advisor: How to Build a Rainmaker Team
In this episode of The RARE Advisor, we’ll discuss what qualities you should look for in a new hire.
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Practice ManagementThe RARE Advisor: Understanding M&A Bogeys
Whether you’re looking to acquire a practice, or you’re looking to sell a practice, you must understand how the bogeys inside the contract work.
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Practice Management3 Common Advisor Pitfalls
Discover the keys to sustainable growth in financial advising. Avoid common pitfalls and focus on long-term strategies for lasting success.
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Wealth ManagementWhat’s Trending: 10 Reasons a Recession Has Not Hit
In this episode of the Trending Report, we’ll be talking about the resilience of the country and what exactly is going on in the economy using market data as of 7/21/2023.
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Practice ManagementThe RARE Advisor: 2 Quick Ways to Calculate Your Valuation
In this episode of The RARE Advisor, we’ll share two of the quickest ways to calculate the valuation for your firm.
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Marketing3 Simple Tips for Marketing During a Recession
Navigate economic uncertainty by staying engaged with clients, prioritizing marketing efforts, and emphasizing long-term value for success.
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Practice ManagementThe Client Appointment Document Checklist
Client discovery meetings are vital to providing the best financial services to your clients. See our checklist of documents to include in appointments.
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Practice ManagementThe RARE Advisor: Two of the Best Ways to Track Your Business Value
In this episode of The RARE Advisor, we’ll talk about the two best ways to track your business value and the growth of your company.
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Practice ManagementMaximizing Strategic Partnerships
Utilizing strategic partnerships can be a huge advantage for your financial firm. Here are three reasons why they may not be working.
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Practice Management5 Easy Steps to Successfully Charging Fees
Properly structuring fees is key to scaling your financial advisor practice. Here are 5 key tips to successfully charging fees to clients.
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Wealth ManagementWhat's Trending: Debt, Jobs, and Politics Influencing the Market
In this episode of the Trending Report, we’ll break down how debt, jobs, and politics are influencing the market using data as of 7/7/2023.
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Practice ManagementThe RARE Advisor: Who is there to buy when you wish to sell?
Are you ready to sell? Do you have an exit strategy? There’s a viewpoint out there today that is changing radically due to the average age of advisors...
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Practice ManagementIt's Not ‘What It Is’, But ‘What It Does’
Once clients can internalize and understand what their advisor does, they can and will share it with others.
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Practice ManagementThe RARE Advisor: Quick Path to Increase Valuation
A quick way to increase the value of your practice is a mindset change. It’s subtle, but it makes a huge difference in what your practice is worth in the marketplace. ..
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Practice Management12 Questions Many Advisors Fail to Ask Before Changing Firms
If you’re looking to change financial advisor firms, it’s vital to understand the vision and goals of the new firm. Here are questions to ask before you make a change.
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Relationship ManagementThe Loyalty Ladder: What Do You Have?
Growing your financial advisory practice begins with identifying your ideal client. Identify opportunities to grow your practice with this valuable exercise.
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Relationship ManagementReferrals (Introductions) Are Not About You!
Extend your client network by seeking introductions instead of referrals. Here is how to be introduced to new clients.
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Wealth ManagementWhat's Trending: Indexes Can Be Misleading
In this episode of the Trending Report, we’ll discuss how the weighting system works inside of an index as well as cover market data as of 6/23/23.
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Practice ManagementThe RARE Advisor: Why You Suck At (and Hate) Paperwork
In this episode of The RARE Advisor, we share a pretty quick solution for paperwork that will solve problems and can help your business run better..
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Practice ManagementThe RARE Advisor: Two Tricks to Make More in Less Time this Summer
In this episode of The RARE Advisor, we’re going to share two quick tricks that will help you put more time back on your side.
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Wealth ManagementWhat's Trending: 7 Economic Indicators Flashing Red
In this episode of the Trending Report, we’ll discuss the seven economic indicators that are flashing red and what that means for you.
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Wealth ManagementThe RARE Advisor: First Ever Index for an SMA Strategy
In this episode of The RARE Advisor, we’re joined by Tom Haines from Annexus, who was instrumental in the development of our latest research partner strategy.
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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 ManagementTwo 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 ManagementThe 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 ManagementWhat'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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Marketing4 Biggest Financial Advisor Marketing Trends for 2023
Discover four of the biggest digital marketing trends for financial advisors this year, and how to implement these ideas into your marketing plan.
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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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Wealth ManagementWhat'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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Practice ManagementThe RARE Advisor: The secret entrepreneur economic hiring model
This approach will crystalize your hiring process and thwart almost all the worst hiring mistakes. Learn the secret entrepreneur economic hiring model.
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Practice ManagementThe RARE Advisor: How to find your productivity numbers and why it's important
Learn how to easily calculate the real value of your productivity time easily in this episode of The RARE Advisor.
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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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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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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.