<img height="1" width="1" src="https://www.facebook.com/tr?id=1679314142361781&amp;ev=PageView&amp;noscript=1">
Skip to content

    The RARE Advisor: The Four-Year Grow-Coast-Decay Cycle

    The RARE Advisor: The Four-Year Grow-Coast-Decay Cycle
    Mar 9
    2023
    Wealth Management, Practice Management

    There is a legitimate psychological affinity to a four-year cycle where we grow, coast, and decay. When you apply that to your business, its refinement, and its ability to be a perennial growth entity over time, you find how truly powerful this cycle is. In this episode of The RARE Advisor we’ll dive into this dynamic and how important it is to understand for your business.

     

    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.

    Author Info

    Related Posts

    What's Trending: Three Numbers Defining the September Market Right Now
    Wealth Management

    What's Trending: Three Numbers Defining the September Market Right Now

    In this September edition of The Trending Report, Tyler Krzciok breaks down three key numbers shaping today's market environment: the S&P 500's year-to-date return, current Treasury yields, and the trillions of dollars sitting in money market funds. He also examines improving market breadth, what it means when gains begin spreading beyond a handful of large technology companies, and why investors should separate market signals from seasonal headlines. Plus, Tyler tackles the so-called "September Effect" and explains why disciplined investors should focus on fundamentals rather than calendar-based market fears.
    Stop Solving Every Problem for Your Team
    Practice Management

    Stop Solving Every Problem for Your Team

    Many financial advisors become the default answer machine inside their firms without even realizing it. In this episode of The RARE Advisor, Aaron Grady introduces the 1-3-1 Exercise, a simple leadership framework designed to help advisors develop stronger problem-solvers, better decision-makers, and more independent team members. Learn how one problem, three possible solutions, and one recommendation can transform everyday challenges into opportunities for leadership development, ownership, and long-term team growth.
    The Marketing Trap Keeping Many Financial Advisors From Growing
    Marketing

    The Marketing Trap Keeping Many Financial Advisors From Growing

    Most financial advisors are not struggling because they chose the wrong marketing tactics. They are struggling because they are trying to do too many things at once. In this episode of the Financial Advisor Marketing Playbook, Mark Mersman explores the Four Burner Theory and shows how advisors can apply it to marketing, practice management, and business growth. Learn how to prioritize positioning, visibility, conversion, and client experience so you can focus your time, energy, and resources where they will have the greatest impact.