Why it Matters...
There is no single silver-bullet to become an elite advisor or to run an elite practice. However, there is a chain-of-secrets. These steps (aka, the secrets) effectively string together in a chain that allows for small hinges to swing big, heavy doors – making massive improvements in your overall growth, the value of your business, and the lifestyle you enjoy.
What's Covered...
#1 - Push the Buttons, Pull the Levers (must needed systems & processes)
#2 - The Family Doctor Retains the Patients (gathering 100% of the assets with the ACP system)
#3 - Focus on What You're Most Highly Paid to Do (kill your RPM and other distracting activities)
#4 - Base Transactions to Magnetically Gather Assets (foundational accounts free up equity investing)
#5 - Create a Perennial Recurring Revenue Stream (targeting AUM/AUA and other systematic fees)
#6 - Make Your Customers' Decisions Easy (keeping in the public eye with a proprietary formula)
#7 - Duplicate your Best Clients without Referrals (regenerate ideal clients over and over again)
#8 - Stop Trying to Find Your Mini-Me (start building around the rainmaker)
#9 - Abandon What You're Not Wired For (stop doing paperwork and other BS)
#10 - Increase Your Worth by 20% Instantly (how to track your private stock price)
#11 - Biz Owned by Family Smokes a Family-Owned Biz (a job is worthless; a business is valuable)
#12 - Institutional Combat vs. Collaboration (the partnership that is rocket fuel for success)
BONUS - Protection Against the #1 Loss of Client Assets (winning with the non-financial spouse)
Author Info
Mike Walters is the Chief Executive Officer (CEO) of USA Financial, leading the firm since its inception in 1988. Mike is committed to...
Related Posts
From SEO to AEO: How Financial Advisors Can Rank in ChatGPT & Google AI
In this episode of The Financial Advisor Marketing Playbook, Mark Mersman explores the fast-emerging concept of Answer Engine Optimization (AEO)—how advisors can adapt their websites and content strategies for the AI-driven search era. As traditional SEO gives way to AI search tools like ChatGPT and Google’s AI Overviews, Mark explains what this shift means for financial advisors and how to stay visible in a world where consumers ask questions directly to AI instead of clicking through search results. He shares practical, actionable steps—like writing with user intent in mind, expanding website depth and breadth, structuring Q&A sections, and earning external credibility—to help advisors ensure their content is surfaced in AI-powered search results. If you want your firm to show up when prospects ask financial questions to AI, this episode is a must-watch.
-1.png)
How Gratitude Can Grow Your Practice: Thanksgiving Lessons for Financial Advisors
In this episode of The Rare Advisor, host Aaron Grady shares why Thanksgiving is one of the most powerful — and underutilized — times of year for financial advisors to connect with their top clients. He explains how this quieter, gratitude-filled season offers a unique opportunity to build deeper relationships, foster loyalty, and create memorable client experiences that drive advocacy. From heartfelt handwritten cards to “annual anchor” gifts that become part of clients’ traditions, Aaron outlines practical ways to operationalize gratitude and turn it into a repeatable, referable process. Tune in to learn how to transform a simple gesture into a lasting impression — and make Thanksgiving a cornerstone of your client relationship strategy.
Ideal Client Events in Action: Transition, Reframing, Celebration
In this episode of The Rare Advisor, host Aaron Grady is joined by USA Financial Practice Management Consultant, Allan Oehrlein, to explore three powerful types of ideal client events every advisor should be leveraging: transition, reframing, and celebration. More than just appreciation gatherings, these tailored events help you retain top relationships, build advocacy, and elevate your practice. From handling major firm changes with confidence to showcasing new processes and creating memorable client experiences, Aaron and Allan break down practical strategies to turn client events into long-term growth opportunities. This episode takes the strategy from Client Retention Strategies through Rare Experiences and provides actionable ways ideal client events can serve different purposes.