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.
Mike Walters is the Chief Executive Officer (CEO) of USA Financial, leading the firm since its inception in 1988. Mike is committed to...
Are you tired of working in your business rather than on your business? If you feel like you’re stuck as an income producer, instead of a business owner with aspirations to grow your practice, this article is for you.
I’d like to share a story and a lesson that was the result of a recent conversation with an advisor who had just joined our firm. Our conversations about transitioning to USA Financial started about 5 months prior to his official decision to make the move. To say that he did his due diligence on us is an understatement
Meeting with a financial advisor for the first time can feel overwhelming for a prospective client. As a financial advisor, you need to be aware of several common mistakes advisors make during the all-important first appointment, as well as easy-to-implement solutions if you find yourself guilty of any of these mistakes.
Are you tired of working in your business rather than on your business? If you feel like you’re stuck as an income producer, instead of a business owner with aspirations to grow your practice, this article is for you.
I’d like to share a story and a lesson that was the result of a recent conversation with an advisor who had just joined our firm. Our conversations about transitioning to USA Financial started about 5 months prior to his official decision to make the move. To say that he did his due diligence on us is an understatement
Meeting with a financial advisor for the first time can feel overwhelming for a prospective client. As a financial advisor, you need to be aware of several common mistakes advisors make during the all-important first appointment, as well as easy-to-implement solutions if you find yourself guilty of any of these mistakes.