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
How Advisors Can Get 10 Hours Back Every Week
In this episode of The RARE Advisor, host Aaron Grady and USA Financial Pareto coach and Practice Management Consultant Allan Oehrlein dive into time allocation as a core lever for advisory success. They unpack the biggest time drains—email, unsolicited calls, and open-door interruptions—and lay out a practical framework for calendar rebalancing that starts with personal time, management time, client appointments, dedicated communications windows, “work on the business” time, and high-impact growth activities. With real-world stories showing how advisors shift from reactive days to structured weeks (and even reclaim Fridays), Aaron and Allan share easy-to-implement tips: color coding calendars, scheduling buffers, daily huddles, and call/appointment protocols. If you’re ready to audit your calendar, define your ideal week, and create structure that truly liberates your practice, this conversation is your next step.
What Billion-Dollar Brands Teach Advisors About Client Loyalty
In this episode of the Financial Advisor Marketing Playbook, Mark Mersman explores what billion-dollar consumer brands like Peloton, Apple, Airbnb, Disney, and Starbucks understand about loyalty—and how financial advisors can apply these lessons to their own practices. Discover why loyalty is emotional, not transactional, and learn practical strategies to create belonging, simplify your process, showcase identity, design unforgettable experiences, and personalize client interactions. Tune in to transform your value proposition and build a community your clients never want to leave.
Continuity Plans vs. Succession Plans: Why Every Advisory Practice Needs Both
What’s the difference between a continuity plan and a succession plan—and why does your advisory practice need both? In this episode of The Rare Advisor, Aaron Grady breaks down these two essential strategies, explains how they protect your firm from unexpected events and prepare you for long-term success, and shares practical steps to start building or improving your plans. If you want to safeguard your business, elevate your professionalism, and protect your legacy, this episode is a must-watch.