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    The RARE Advisor: 5 Longevity Tips for Planning

    The RARE Advisor: 5 Longevity Tips for Planning
    Mar 3
    2023
    Wealth Management, Practice Management

    The statistics on longevity are crazy, and longevity is stretching out so quickly that you have to bake it into your retirement and estate planning. In this episode of The RARE Advisor, I’ll share 5 tips to longevity that you can share with your clients.

     

    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.

    The RARE Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening.

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