The RARE Advisor: Volatility Generates New Clients

What separates advisors who stay stuck in the day-to-day from those who build scalable, high-performing teams? In this episode of The Rare Advisor, Aaron Grady breaks down the critical leadership shifts advisors must make as their businesses grow. Learn why technical expertise eventually stops being your differentiator, how advisors unintentionally create team dependency, and what it takes to build an environment where ownership thrives. This conversation delivers practical frameworks to help you move from problem-solver to leader—and ultimately build a team that can succeed without constant oversight.

In this June episode of The Trending Report, Tyler Krzciok breaks down two major forces shaping markets right now: a global oil supply disruption and the growing reality of a K-shaped economy. With critical energy routes tightening and costs rippling through global supply chains, investors are already seeing the effects at the pump—and at the checkout line. At the same time, markets and consumers are splitting into two distinct paths, with AI-driven sectors and large corporations gaining ground while smaller businesses and households face increasing pressure. Tyler explains what these trends mean, what to watch next, and how disciplined investors can stay focused amid uncertainty.

Some of the best marketing lessons for financial advisors do not come from within the industry. In this episode of the Financial Advisor Marketing Playbook, Mark Mersman breaks down what advisors can learn from iconic brands like Disney, Chick‑fil‑A, Costco, Buc-ees, Ritz‑Carlton, and Apple. From creating anticipation and delivering consistent experiences to knowing your audience and simplifying your message, Mark shares practical ways to apply these principles inside your practice. If you want to stand out, build loyalty, and create memorable client experiences, this episode will change how you think about marketing.