<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: Killer Secret to the 80/20 Rule

The RARE Advisor: Killer Secret to the 80/20 Rule
Apr 20
2023

You have choices in life, but you still have to make the right choices. And the key is knowing what to spend your time on, and what not to spend your time on. In this episode of The RARE Advisor, we’re going to talk about how to focus on the right thing that underwrites the revenue in 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 listenin

Author Info

Related Posts

Year-End Planning with Purpose: Becoming the Advisor of the Future
Practice Management

Year-End Planning with Purpose: Becoming the Advisor of the Future

In this episode of The RARE Advisor, Aaron Grady and Duncan MacPherson explore how financial advisors can approach year-end planning with intention and purpose. Rather than focusing solely on metrics and spreadsheets, they discuss the importance of aligning your “why” with your process and practice. Drawing on Japanese philosophies like Ikigai, Kaizen, Kintsugi, and Wabi Sabi, they share insights on creating a more meaningful, resilient, and sustainable business. Learn how embracing continuous improvement, authenticity, and technology can help you become the advisor of the future.

The Power of Storytelling: 3 Essential Stories Every Financial Advisor Needs
Marketing

The Power of Storytelling: 3 Essential Stories Every Financial Advisor Needs

In this episode of Financial Advisor Marketing Playbook, Mark Mersman reveals how storytelling can transform your marketing and client relationships. Learn the three foundational stories every advisor needs: your origin story to build trust, your client transformation story to demonstrate results and empathy, and your philosophy story to define your beliefs and differentiate your brand. Discover practical tips for crafting these narratives and integrating them into your website, meetings, and marketing strategy.

Building a Client-Centered Practice: Insights from Duncan MacPherson & Pareto Systems
Practice Management

Building a Client-Centered Practice: Insights from Duncan MacPherson & Pareto Systems

In this episode of the Rare Advisor, host Aaron Grady sits down with Duncan MacPherson of Pareto Systems to unpack the “Always On” client experience from The Blue Square Method—showing financial advisors how to move from personality-driven to process-driven, scalable firms. You’ll learn the four quadrants (Onside, Onboard, Ongoing, Onward), why a documented fit process and onboarding sequence create professional contrast, how the 12-4-2 service model competitor-proofs relationships, and why systematizing moments of truth builds advocacy and referrals. We cover turning know-how into intellectual property (playbooks/SOPs), becoming “fee-worthy” and referable, leveraging the Pareto principle for AAA clients, and shifting from B2C to B2B growth.