<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: How to find your productivity numbers and why it's important

    The RARE Advisor: How to find your productivity numbers and why it's important
    Apr 26
    2021
    Practice Management

    Knowing your rainmaker revenue numbers will help identify how to best spend your time. Learn how to easily calculate the real value of your productivity time easily in this episode of The RARE Advisor.

     

    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 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

    Wealth, Practice & Relationship: Your Practice Health Check
    Practice Management

    Wealth, Practice & Relationship: Your Practice Health Check

    In this episode of The Rare Advisor, Aaron Grady and Steve Phillips, Chief Practice Management Officer at USA Financial, explore the three-core business processes every financial advisor must master: wealth management, practice management, and relationship management. Learn a practical self-assessment tool to identify opportunity gaps within your advisory practice and discover how elevating client experience can lead to greater client retention and advocacy. Whether you're in growth, expansion, or legacy phase, this conversation offers actionable insights to help financial advisors scale their business, deepen client relationships, and create professional contrast in a competitive market. This goes beyond birthdays and highlights outdated methods and the future of financial advisor client relationships.
    A Simple Way to Connect With The Next Generation
    Marketing

    A Simple Way to Connect With The Next Generation

    In this episode of The Financial Advisor Marketing Playbook, Mark Mersman shares a smart, strategic way for financial advisors to turn the often-overlooked trusted contact form into a powerful marketing opportunity. By reframing this regulatory requirement as a chance to connect with the next generation—especially the “alpha child” often listed as a trusted contact— financial advisors can strengthen multi-generational relationships, reduce future asset attrition, and position themselves as a family’s long-term financial resource. Learn how to proactively educate clients and reach out to trusted contacts in a compliant yet relationship-building way. It’s important to communicate wealth values to the next generation and help clients engage adult children in financial planning. If you're looking for creative marketing ideas, tools to enhance client retention, and ways to future-proof your practice, this episode is a must-watch.
    How Financial Advisors Get Left Behind (Hint: It’s Only by Choice)
    Practice Management

    How Financial Advisors Get Left Behind (Hint: It’s Only by Choice)

    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?