It’s disheartening when an organization that services a financial advisor – especially an independent financial advisor – suddenly tries to hold them hostage. In this episode of The RARE Advisor, I’ll share a little more about something you may have heard in the news recently.
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...
Remember the old saying, “change is the only constant”? It’s never been truer in today’s fast evolving world. Take a moment and think about your practice five or ten years ago. Does it look anything like today’s version? Chances are, it’s transformed. Is it dramatically different?
In this episode of The Rare Advisor, host Aaron Grady is joined once again by Steve Phillips, Chief Practice Management Officer at USA Financial, to explore the five most important factors every financial advisor should consider when evaluating their current or future affiliation. From control and flexibility, compensation, compliance, and technology, to the often-overlooked need for real growth and practice support—we discuss what it really takes to build your ideal financial practice in an era of mergers, acquisitions, and industry consolidation. If you're a financial advisor seeking the right fit, this episode will help clarify what truly matters.
Are you building a financial advisory practice that truly supports your ideal life—or is your business running you? In this episode of The Rare Advisor, host Aaron Grady sits down with Steve Phillips, Chief Practice Management Officer at USA Financial, to explore the four essential pillars of creating your ideal practice: ideal clients, ideal practice size, ideal strategic partners, and ideal affiliations. Whether you're a solo advisor or part of a growing team, this conversation dives into how to align your practice with your long-term goals and values. If you're navigating growth, considering a transition, or simply want more clarity on building a scalable, fulfilling advisory business, this episode is packed with practical insights you don’t want to miss.
Remember the old saying, “change is the only constant”? It’s never been truer in today’s fast evolving world. Take a moment and think about your practice five or ten years ago. Does it look anything like today’s version? Chances are, it’s transformed. Is it dramatically different?
In this episode of The Rare Advisor, host Aaron Grady is joined once again by Steve Phillips, Chief Practice Management Officer at USA Financial, to explore the five most important factors every financial advisor should consider when evaluating their current or future affiliation. From control and flexibility, compensation, compliance, and technology, to the often-overlooked need for real growth and practice support—we discuss what it really takes to build your ideal financial practice in an era of mergers, acquisitions, and industry consolidation. If you're a financial advisor seeking the right fit, this episode will help clarify what truly matters.
Are you building a financial advisory practice that truly supports your ideal life—or is your business running you? In this episode of The Rare Advisor, host Aaron Grady sits down with Steve Phillips, Chief Practice Management Officer at USA Financial, to explore the four essential pillars of creating your ideal practice: ideal clients, ideal practice size, ideal strategic partners, and ideal affiliations. Whether you're a solo advisor or part of a growing team, this conversation dives into how to align your practice with your long-term goals and values. If you're navigating growth, considering a transition, or simply want more clarity on building a scalable, fulfilling advisory business, this episode is packed with practical insights you don’t want to miss.