Author Info
Mike Walters is the Chief Executive Officer (CEO) of USA Financial, leading the firm since its inception in 1988. Mike is committed to...
Investing prospects are in disruption mode. In this episode of The RARE Advisor, we’ll talk about the tremendous opportunity where volatility can generate new business for 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.
Mike Walters is the Chief Executive Officer (CEO) of USA Financial, leading the firm since its inception in 1988. Mike is committed to...
In this episode of The Rare Advisor, Aaron Grady and Allan Oehrlein dive deep into two essential tools for modern advisory practices: the service matrix and the stewardship framework. Discover why moving from a reactive to a proactive service model is critical for consistency, scalability, and client advocacy. Learn how these frameworks help advisors deliver predictable, high-touch experiences, segment clients effectively, and create professional contrast that sets your firm apart. If you want to elevate your client experience and build loyalty that lasts, this conversation is packed with actionable insights.
As 2025 comes to a close, the S&P 500 is up nearly 18% for the year—but what does that mean for your portfolio? In this December Trending Report, Kevin Roskam breaks down the year’s market performance, the role of trending strategies, and why diversification by time and philosophy matters more than ever. Learn how unemotional, disciplined investing helps you navigate volatility and stay focused on long-term success.
What if you could track an index, customize your portfolio, and reduce taxes - all at once? That’s the goal of direct indexing, a strategy gaining traction among advisors and investors alike.
In this episode of The Rare Advisor, Aaron Grady and Allan Oehrlein dive deep into two essential tools for modern advisory practices: the service matrix and the stewardship framework. Discover why moving from a reactive to a proactive service model is critical for consistency, scalability, and client advocacy. Learn how these frameworks help advisors deliver predictable, high-touch experiences, segment clients effectively, and create professional contrast that sets your firm apart. If you want to elevate your client experience and build loyalty that lasts, this conversation is packed with actionable insights.
As 2025 comes to a close, the S&P 500 is up nearly 18% for the year—but what does that mean for your portfolio? In this December Trending Report, Kevin Roskam breaks down the year’s market performance, the role of trending strategies, and why diversification by time and philosophy matters more than ever. Learn how unemotional, disciplined investing helps you navigate volatility and stay focused on long-term success.
What if you could track an index, customize your portfolio, and reduce taxes - all at once? That’s the goal of direct indexing, a strategy gaining traction among advisors and investors alike.