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. We have three important assets that if we learn and understand what they are, how they interact with each other, and how to utilize them in our business – that is what can fuel growth.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.
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Mike Walters is the Chief Executive Officer (CEO) of USA Financial, leading the firm since its inception in 1988. Mike is committed to...
Many advisors deliver exceptional value-added services, but few deliver them intentionally. In this episode of The Rare Advisor, Aaron Grady explores why some firms create memorable client experiences while others leave valuable services hidden in the background. Learn how to transform value-added services from occasional perks into a core pillar of your value proposition, create repeatable delivery processes, reinforce their value over time, and help clients fully understand the breadth of support your firm provides. If you've ever wondered why clients don't always recognize everything you do for them, this episode is for you.
In this episode of Bird's Eye View, Steve Phillips explores the surprising similarities between birding and financial advisor coaching, focusing on a challenge many advisors face each summer: slowing business activity. While vacations, family schedules, and seasonal distractions can make summer feel unproductive, Steve explains why this can actually be one of the most valuable times to strengthen client relationships. By focusing on meaningful conversations about family, vacations, children, and life transitions, advisors can deepen trust and better understand the people they serve.
Most financial advisors think the prospect journey begins when someone schedules a meeting. In reality, it starts much earlier. In this episode of the Financial Advisor Marketing Playbook, Mark Mersman breaks down the modern prospect journey and explains how today's prospects research advisors before ever picking up the phone. From Google searches and websites to reviews, videos, social proof, and follow-up systems, you'll learn how to identify hidden trust gaps and improve the client experience before the first appointment ever takes place.
Many advisors deliver exceptional value-added services, but few deliver them intentionally. In this episode of The Rare Advisor, Aaron Grady explores why some firms create memorable client experiences while others leave valuable services hidden in the background. Learn how to transform value-added services from occasional perks into a core pillar of your value proposition, create repeatable delivery processes, reinforce their value over time, and help clients fully understand the breadth of support your firm provides. If you've ever wondered why clients don't always recognize everything you do for them, this episode is for you.
In this episode of Bird's Eye View, Steve Phillips explores the surprising similarities between birding and financial advisor coaching, focusing on a challenge many advisors face each summer: slowing business activity. While vacations, family schedules, and seasonal distractions can make summer feel unproductive, Steve explains why this can actually be one of the most valuable times to strengthen client relationships. By focusing on meaningful conversations about family, vacations, children, and life transitions, advisors can deepen trust and better understand the people they serve.
Most financial advisors think the prospect journey begins when someone schedules a meeting. In reality, it starts much earlier. In this episode of the Financial Advisor Marketing Playbook, Mark Mersman breaks down the modern prospect journey and explains how today's prospects research advisors before ever picking up the phone. From Google searches and websites to reviews, videos, social proof, and follow-up systems, you'll learn how to identify hidden trust gaps and improve the client experience before the first appointment ever takes place.