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Practice ManagementHow Gratitude Can Grow Your Practice: Thanksgiving Lessons for Financial Advisors
Discover why Thanksgiving is an ideal time for financial advisors to deepen client relationships with heartfelt gestures and genuine gratitude.
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Practice ManagementIdeal Client Events in Action: Transition, Reframing, Celebration
Discover how ideal client events can transform client relationships, enhance retention, and drive growth through transition, reframing, and celebration strategies.
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Practice ManagementClient Retention Strategies Through Rare Experiences
Discover strategies for deepening client relationships and inspiring advocacy through exclusive Ideal Client Events, as discussed by Aaron Grady and Steve Phillips in The Rare Advisor.
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Practice ManagementThe Power of FORM: Turning Conversations Into Advocacy
Discover actionable insights for financial advisors on growth, expansion, and legacy phases to boost enterprise value, client relationships, and succession planning in this episode of The Rare Advisor.
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Practice ManagementThe Advocacy Blueprint: It All Starts with The First 30 Days
Discover actionable insights for financial advisors on growth, expansion, and legacy phases to boost enterprise value, client relationships, and succession planning in this episode of The Rare Advisor.
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Practice ManagementYour Business Map: Growth, Expansion, Legacy
Discover actionable insights for financial advisors on growth, expansion, and legacy phases to boost enterprise value, client relationships, and succession planning in this episode of The Rare Advisor.
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Practice ManagementWealth, Practice & Relationship: Your Practice Health Check
Discover how to build an ideal financial advisory practice that supports your life through strategic clients, practice size, partnerships, and affiliations.
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Practice ManagementEvaluating Your Affiliation: The 5 Most Critical Factors for Advisors
Discover the key factors financial advisors should consider when evaluating their affiliations, from control and flexibility to compensation and growth support.
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Practice ManagementIdeal Life? It Starts with an Ideal Practice
Discover how to build an ideal financial advisory practice that supports your life through strategic clients, practice size, partnerships, and affiliations.
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Practice ManagementTurning Everyday Interactions Into Advocacy
Practical tips for recognizing and responding to key life events with empathy, boosting client loyalty, professional contrast, and referral opportunities.
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Practice ManagementStop Wasting Time: Automate Your Client Scheduling with GReminders
Discover how financial advisors use GReminders to automate surge meetings, streamline scheduling, and reclaim valuable time in their practice.
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Practice ManagementElevate the Client Experience by Ditching the Review Meeting
In this episode of The RARE Advisor, we’ll reveal how replacing review meetings with strategy and tactical meetings can increase the client experience
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Practice ManagementDeepen Client Relationships & Drive Advocacy During Turbulent Markets
In this episode of The RARE Advisor, we’ll break down how to turn market turbulence into opportunities to strengthen client trust and expand your reach.
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Practice ManagementWhy Top Advisors Use Client Surge Meetings
In this episode of The RARE Advisor, we’ll break down how client surge meetings can maximize efficiency and reclaim your calendar.
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Practice ManagementThe Key to Event Success? It’s Not What You Think
Are you a financial advisor looking to maximize the impact of your events and seminars? The secret to success is all in the intro and outro!
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Practice ManagementTransform Client Relationships with Moments of Truth
In The RARE Advisor, we dive into Moments of Truth– significant life events for your clients that present an opportunity to deepen your relationship.
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Practice ManagementThe Secret to Successful Seminar Follow-Up
In this episode of The RARE Advisor, we’ll talk about how you likely have an age gap management challenge in your practice, and may not even realize it.
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Practice ManagementThe RARE Advisor: Age Gap Management Challenge
In this episode of The RARE Advisor, we’ll talk about how you likely have an age gap management challenge in your practice, and may not even realize it.
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Practice ManagementThe RARE Advisor: Next Gen Advisor Woes & Opportunities
In this episode of The RARE Advisor, we’ll talk about the woes and opportunities as financial advisors create their succession plan.
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Practice ManagementThe RARE Advisor: Achieve Statistical Happiness
In this episode of The RARE Advisor, we’ll look at the four statistically connected items that extremely happy people have in common.
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Practice ManagementThe RARE Advisor: The 3 Value Numbers You Need to Know
In this episode of The RARE Advisor, we’re going to take the complex subject of valuation and business appraisals and boil it down into three numbers.
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Practice ManagementThe RARE Advisor: Trump Card Portfolio Design
In this episode of The RARE Advisor, we’ll talk about the trump card to portfolio design and how it affects your practice.
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Practice ManagementThe RARE Advisor: The Plague Inside Your Practice
In this episode of The RARE Advisor, we discuss the economics of what it means to lose a good employee and have to replace them with someone new.
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Practice ManagementThe RARE Advisor: WSJ Published a Special Gift for You
How do you get your clients to wrap their mind around how things work, financially speaking, in a correct and positive manner? We’ll share where to find it and how to use it.
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Practice ManagementThe RARE Advisor: The #1 Reason Advisors Fail
The quickest path out of financial services is to treat marketing as if it’s a part-time job. Or, worse yet, to spend less on marketing than you do a part-time employee.
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Practice ManagementThe RARE Advisor: Milestone Marketing = Home Run
In this episode of The RARE Advisor, we’ll share why milestone marketing should be an important subset of your marketing campaigns.
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Practice ManagementThe RARE Advisor: The NEW $8.8 Trillion Opportunity
There’s a little-known opportunity taking place in the markets right now, with $8.8 trillion ready to invest at record-breaking levels.
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Practice ManagementThe RARE Advisor: The Secret Rainmaker Pod
There’s an organizational secret approach to growing your practice, that will help you achieve more rapid advancement quicker than just about anything else you can do.
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Practice ManagementThe RARE Advisor: Launch Pad Step to 2024 Growth
In this episode of The RARE Advisor, I want to talk about the ‘Step Before the Strategy’, a quick internal calculation within your practice that will set the stage for your 2024 growth.
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Practice ManagementThe RARE Advisor: The Dangerous Economist
In this episode of The RARE Advisor, we’re going to talk about how financial advisors need to be wary of economic predictions, and do their research.
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Practice ManagementThe RARE Advisor: You are a Cognitive Fiduciary
In this episode of The RARE Advisor, we’re going to talk about liabilities that you must protect your customers and yourself from as a financial advisor running a quality practice.
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Practice ManagementThe RARE Advisor: The Genius in Repetition
In this episode of The RARE Advisor, we’ll break down how you can maximize the flywheel momentum in your business with repetition.
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Practice ManagementThe 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 ManagementThe 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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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 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 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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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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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 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 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 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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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 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 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 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 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 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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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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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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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 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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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.