<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: Top 6 Reasons Investors Fire Advisors

The RARE Advisor: Top 6 Reasons Investors Fire Advisors
Apr 27
2023

There are 6 top reasons why investors fire their advisors, of which 72% can be attributed to just one reason. It’s important for you to understand so you can retain current clients, but equally (if not more) important so you can bring new clients into your practice.

 

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

Why Top Advisors Use Client Surge Meetings
Practice Management

Why Top Advisors Use Client Surge Meetings

Tired of the scheduling chaos? Imagine a world with less burnout, more client focus, and actual time for growth. Intrigued? In this episode of The RARE Advisor, we’ll break down how client surge meetings can maximize efficiency and reclaim your calendar. Discover the unexpected benefits and practical tips that could transform your client relationships and your work-life balance.

How to Leverage PR as a Financial Advisor: Turn Articles into Clients
Marketing

How to Leverage PR as a Financial Advisor: Turn Articles into Clients

So, you got published in a newspaper, magazine, or some other publication. Now what? In this episode of Financial Advisor Marketing Playbook, I’ll share 8 easy steps you can take to leverage your newly found fame.

How Financial Advisors Can Get Free PR & Boost Credibility
Marketing

How Financial Advisors Can Get Free PR & Boost Credibility

Are you a financial advisor who wants to get free publicity? It’s easier to do than you might think. In this episode of the Financial Advisor Marketing Playbook, we’ll share how any financial advisor can get easily published in well-known media outlets without spending a dime.