The RARE Advisor

There is a legitimate psychological affinity to a four-year cycle where we grow, coast, and decay. When you apply that to your business, its refinement, and its ability to be a perennial growth entity over time, you find how truly powerful this cycle is. In this episode of The RARE Advisor we'll dive into this dynamic and how important it is to understand for your business. Consider subscribing fo...

The statistics on longevity are crazy, and longevity is stretching out so quickly that you have to bake it into your retirement and estate planning. In this episode of The RARE Advisor, I'll share 5 tips to longevity that you can share with your clients. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/...

Less than 1/3 of employees feel engaged or passionate about their work. In this episode of The RARE Advisor, we share how you can boost workplace happiness and solve the engagement problem in your own practice. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/ For more of The RARE Advisor: http://www.the...

Fintech is a huge part of every successful financial practice. It's so important with everything that we do. But there's one little known secret about how to best manage your technology, and surprise - it has nothing to do with technology. We'll reveal what this secret to success is in this episode of The RARE Advisor. Consider subscribing for continued insights from Advisor Advancement: https://w...

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. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/ For more of The RARE Advisor: http://www.therareadvisor.com The RARE...

Bad can be good when it comes to the economy because it creates disruption. Disruption and change create opportunity. And that is what can grow your practice. Let's dive into it.   Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/   For more of The RARE Advisor: http://www.therareadvisor.com   The RARE A...

What is the value of a new client to your firm? What does it cost you to generate and manufacture a new client to bring them into your firm in the first place? Let's talk about the very simple answer to these questions and more in this episode of The RARE Advisor. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvance...

With so much information being shared from so many different sources, your clients may be taking in and then bringing you convoluted information. So, how do you dispel that erroneous information? We'll talk about it in this episode of The RARE Advisor. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/ Fo...

What would it be worth if I could give you one question that would have a prospective client identify for you exactly what they need in order to be closed to become a new client of your practice? And, what if that same question would help you identify how far to plan out into the future as you're building their financial and estate plan? The answer to this question lies within this episode of The...

There's a little-known secret called entrepreneurial math, and once you understand it it's a driving force in your business. In fact, many advisors who are affiliated with USA Financial will tell you that everything that matters in their practice to achieve growth starts with entrepreneurial math. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/Advisor...

We're in a very unique set of circumstances, and we may be here for a while. In this episode of The RARE Advisor, we dig in to two reasons why the 60/40 passive portfolio may be all but dead. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/ For more of The RARE Advisor: http://www.therareadvisor.com The...

It's the perfect time of year to shore up the assets in your practice - to make them more valuable, and to make them more 'sticky'. In this episode of The RARE Advisor, we'll dig in to why this is the perfect time of year to protect the long-term value of your business (and grow it at the same time). Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/Advi...

Did you realize that the economic model for restaurants, as well as their scheduling, has changed since the pandemic? That could lead to opportunities for you with your client appreciation events, as well as your educational and lead generation opportunities. Let's take a look. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://...

The number of people living alone, and the number of people expressing loneliness, is rising at a startling rate. If you've ever wondered if there was value in running client appreciation events, you'll want to check out this episode of The RARE Advisor to see what role you need to play as a financial advisor inside of this phenomenon. Consider subscribing for continued insights from Advisor Advan...

Polls show that we are at the lowest point, since 1995, in which parents believe their children will have a better life than they do. And while this presents as a crisis for parents and their adult children, it creates an opportunity for financial advisors. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.co...

The do-it-yourself investors have found themselves in low tide. Volatility in the market is beginning to force them out of the mix, and this means a tremendous opportunity for you. In this episode of The RARE Advisor, we'll share how you can take advantage of this tidal shift. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://a...

Are you going to sink or swim? These new statistics could spell the end of your practice, or they could illustrate the greatest opportunity you've had in your career. This week on The RARE Advisor, we'll share what these numbers mean for you as you navigate your practice through the pandemic and potential economic uncertainty. Consider subscribing for continued insights from Advisor Advancement: h...

People want professional advice and investment guidance, but did you know there's an actual formula that encapsulates the experience and the deliverables that are involved in financial planning? We'll break down the elements of this formula, and how you can set yourself up for success within your own practice. Consider subscribing for continued insights from Advisor Advancement: https://www.youtub...

In this episode of The RARE Advisor, we'll look at three revealing items to help you judge the growth and stability of your practice coming through the pandemic and into what just might be a recession. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/ For more of The RARE Advisor: http://www.therareadvis...

How do you think about your time? There are a million different ways to manage your calendar, but this scheduling trick can help you run your business at its maximum. In this episode of the RARE Advisor, we'll explore the four "buckets" that you want to place everything into to take your practice to the next level. Consider subscribing for continued insights from Advisor Advancement: https://www.y...

To grow your practice and maintain its longevity, there are two numbers you need to keep in mind that could make or break your long-term profitability – and they're probably not what you think they are. In this episode of The RARE Advisor. Mike Walters breaks down these two numbers and what they have to do with assets retained and assets lost. Consider subscribing for continued insights from Advis...

With the shift toward remote and hybrid work over the past few years, a troubling trend is taking shape. A new poll shows that 58% of your staff is NOT engaged. In this episode of The RARE Advisor, we talk about what that means for you as an employer and how to fix it moving forward. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement ht...

By now you have probably heard that the IRS plans to hire 87,000 new employees. The good news is they are going to make money on that, but there's only one way for that to happen. So the question is – who is the next target for the IRS audits? It might not be who you think it is… Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https:...

You may have heard about quiet quitting as yet another byproduct of the pandemic and remote work, but what you may not have heard of before is whisper working. They're actually VERY different things, and while one can be detrimental to the success of your team the other can prove valuable. We'll break down what these two terms mean, and how to create success in your remote or hybrid teams. Conside...

When you're standing up close to a train track you see two separate, distinct rails. But as you look off into the distance those rails come together to eventually appear as one. We'll break down what those individual rails look like within your practice and within your team, as well as the secret to tying the track together for strong future growth. Consider subscribing for continued insights from...