What's Trending: Surging Debt, Surging Vacancies

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?

In this episode of The Rare Advisor, host Aaron Grady is joined once again by Steve Phillips, Chief Practice Management Officer at USA Financial, to explore the five most important factors every financial advisor should consider when evaluating their current or future affiliation. From control and flexibility, compensation, compliance, and technology, to the often-overlooked need for real growth and practice support—we discuss what it really takes to build your ideal financial practice in an era of mergers, acquisitions, and industry consolidation. If you're a financial advisor seeking the right fit, this episode will help clarify what truly matters.

Are you building a financial advisory practice that truly supports your ideal life—or is your business running you? In this episode of The Rare Advisor, host Aaron Grady sits down with Steve Phillips, Chief Practice Management Officer at USA Financial, to explore the four essential pillars of creating your ideal practice: ideal clients, ideal practice size, ideal strategic partners, and ideal affiliations. Whether you're a solo advisor or part of a growing team, this conversation dives into how to align your practice with your long-term goals and values. If you're navigating growth, considering a transition, or simply want more clarity on building a scalable, fulfilling advisory business, this episode is packed with practical insights you don’t want to miss.