The RARE Advisor

Tired of the same old financial review meetings? Revolutionize your client communication and stand out from the competition with a simple yet powerful shift: ditch the term "review" and replace it with "strategy and tactical meetings." Learn how this change creates professional contrast, fosters deeper client engagement by focusing on future-oriented planning, and ultimately enhances your client e...

Turn market turbulence into opportunities to strengthen client trust and expand your reach. Discover how to proactively engage with your best clients, offering reassurance and highlighting your value-added services. Learn best practices for unified messaging across your team and how to leverage these moments to deepen client relationships and drive advocacy through services like the "sounding boar...

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. Are you ready to d...

Are you a financial advisor looking to maximize the impact of your events and seminars? The secret to success might surprise you: it's all in the intro and outro! In this episode of The RARE Advisor, host Aaron Grady welcomes Steve Phillips, Chief Practice Management Officer at USA Financial, to share expert tips on how to captivate your audience from start to finish. Discover how to create "profe...

In this episode of The RARE Advisor, we dive into the concept of "Moments of Truth" – those significant life events for your clients, both planned and unplanned, that present a unique opportunity to deepen your relationship. Learn how to identify key moments, develop a process for acknowledging them effectively, prioritize your efforts by focusing on your top clients, and discover creative and mea...

In this episode of The RARE Advisor, Aaron Grady and Alan Oehrlein – Practice Management Consultants at USA Financial - discuss the crucial importance of a robust seminar follow-up process. Discover how to implement best practices, from personalized communication and valuable resources to creating a sense of urgency and scheduling immediate appointments. Learn why the follow-up process starts duri...

You likely have an age gap management challenge in your practice, and you may not even realize it. There is a huge difference in the perspective of how people in different age groups see the world and their core principles, and you need to figure out how to lead people appropriately in running your business.   Consider subscribing for continued insights from USA Financial: https://www.youtube.com/...

Are you operating a practice and you need to figure out your succession plan? Or maybe you're the advisor who is going to take over in the future. There's a lot to consider and it has to go right. In this episode of The RARE Advisor, we'll talk about what happens when that next phase sets in.   Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial  ...

The Wall Street Journal ran an interesting article, based on a large poll they conducted, looking at the spectrum of happiness. In this episode of The RARE Advisor, we'll look at the four statistically connected items that the 'extremely happy' group have in common.   Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial   For more of The RARE Advis...

In this episode of The RARE Advisor, we're going to take the highly complex subject of valuation and business appraisals and boil it down into just three numbers you need to know.   Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial   For more of The RARE Advisor: https://www.usafinancial.com/insights/rare   The RARE Advisor is a business model s...

There are certain common themes you can find in the best financial advisors. We see one of them, inside the area of portfolio management, all the time. In this episode of The RARE Advisor, we'll talk about the trump card to portfolio design and how it affects your practice.   Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial   For more of The RA...

Many financial advisory practices aren't good at managing their people, and it can lead to a hiring and firing plague. In this episode of The RARE Advisor, we discuss how to track the economics of what it means to lose a good employee and have to replace them with someone new.   Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial   For more of The...

How do you get your clients to wrap their mind around how things work, financially speaking, in a correct and positive manner? The Wall Street Journal has published a pretty powerful piece if you understand how to use it outside the norms of the actual article. In this episode of The RARE Advisor, we'll share where to find it and how to use it.   Consider subscribing for continued insights from US...

The quickest path out of financial services is to treat marketing as if it's a part-time job. Or, worse yet, to spend less on marketing than you do a part-time employee. Let's get serious and talk about how to fix your practice and, more importantly, how to grow it.   Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial   For more of The RARE Advis...

Americans are turning 65 at a record-breaking clip. What does that have to do with your marketing efforts? In this episode of The RARE Advisor, we'll share why milestone marketing should be an important subset of your marketing campaigns.   Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial   For more of The RARE Advisor: https://www.usafinancial...

There's a little-known opportunity taking place in the markets right now, with $8.8 trillion ready to invest at record-breaking levels. In this episode of The RARE Advisor, we'll share why this is something you need to be aware of, and why you'll want to take advantage of it.   Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial   For more of The...

There's an organizational secret approach to growing your practice, that will help you achieve more rapid advancement quicker than just about anything else you can do. It starts with identifying the rainmaker in your practice. Let's dive in.   Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial   For more of The RARE Advisor: https://www.usafinanc...

Today on The RARE Advisor, I want to introduce you to what I call the 'Step Before the Strategy'. The first step that you need to take is a really quick internal calculation within your practice that will set the stage for your 2024 growth. Let's dive in.   Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial   For more of The RARE Advisor: https:/...

As the old saying goes, "50% of doctors graduate in the bottom half of their class." The same could be said about economists, stock market experts, and anyone making predictions as we get ready to roll into 2024. As a financial advisor, you need to be wary so you don't follow these predictions blindly - and you also need to be able to dig in and identify if the predictions even make sense.   Consi...

In this episode of The RARE Advisor, we're going to talk about how an individual lost 97% of their overall net worth - and the financial advisors involved never thought to hit the brakes. This is just an extreme example that illustrates the liabilities that you must protect your customers from and yourself from as a financial advisor running a quality practice.   Consider subscribing for continued...

You've probably heard the definition of insanity – repeating the same thing over and over again and expecting different results. But theoretically, we should be able to flip that over and find ourselves the definition of genius. Right? There's genius buried in repetition. In this episode of The RARE Advisor, we'll break down how you can maximize the flywheel momentum in your business with repetiti...

There's a little-known secret to double the value you pull out of your practice. In this episode of The RARE Advisor, we'll break down the sell vs. coast decision and how it could benefit your practice.   Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial   For more of The RARE Advisor: https://www.usafinancial.com/insights/rare   The RARE Adviso...

The odds are pretty significant that you actually have a lopsided practice… and you may not even realize it! In this episode of The RARE Advisor, we'll uncover this and talk about how much more profitable you can be going forward.   Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial   For more of The RARE Advisor: https://www.usafinancial.com/ins...

Comprehensive financial advisors are selling and working with more annuities than ever before. It's a staging asset and it frees up the opportunity to gather up all the assets under management. We'll dive deeper into how this opportunity can benefit you and, more importantly, your clients in this episode of The RARE Advisor.   Consider subscribing for continued insights from USA Financial: https:/...

In this episode of The RARE Advisor, I want to jump into a basic – but unbelievably important – concept for clients and investors to understand the financial plan you're presenting to them. And, more importantly, to get them to truly see the benefit of transitioning/adjusting their portfolio and moving and onboarding to you and your practice.   Consider subscribing for continued insights from USA...