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Hosted by Mike Walters
54 episodes with Mike Walters
8 episodes with Mike Walters
13 episodes with Mike Walters
2 episodes with Mike Walters
2 episodes with Mike Walters
2 episodes with Mike Walters
2 episodes with Mike Walters
2 episodes with Mike Walters
In this episode, we're joined for the first time by our colleague—and fellow links golf enthusiast—Mike Walters.Together, we share what draws us to the links game year after year, and why it continues to hold such a special place in the hearts of so many H&B Members.From memorable rounds to the unique challenges and charms of golf along the seaside, this conversation blends personal stories with the joy of the game in its purest form.Have a question or story of your own to share? Record a message at haversham.com/podcast and you might hear it featured in a future episode.
According to a report by the Governor's Highway Safety Association, over 7,300 pedestrians were killed by drivers last year – a 14% increase from pre-pandemic levels. At night, traffic fatalities increase threefold. Automatic Emergency Braking (AEB) is one developing area of ADAS that may be able to help mitigate these trends. However, current systems still struggle in low-visibility conditions.Teledyne FLIR is taking a new approach to AEB by adding thermal imaging. With NHTSA's new FMVSS No. 127 rule set to mandate AEB and pedestrian AEB (PAEB) systems in vehicles by 2029, research firm VSI and Teledyne FLIR are exploring advanced thermal nighttime testing protocols, which they started testing at the American Center for Mobility in September.Join us during Pedestrian Safety Month for conversation with Mike Walters of Teledyne FLIR and Phil Magney of VSI Labs. They'll share insights from their recent testing, explore the current state of AEB, and discuss how thermal cameras could improve road safety for everyone.
Dylan is Podcast Daddy and the reason I even made the show, so go listen to his show WOE.BEGONE.Listen to WOE.BEGONE: https://woebegonepod.com/In a search for an interesting ARG, Mike Walters accidentally stumbles into a brutal real life game, known online as WOE.BEGONE. What begins as an exploration of the game turns into a search for the powerful technology that makes the game possible.WOE.BEGONE is a weekly horror/sci-fi series about the nature of power and the implications of linear time. Each episode has a unique soundtrack. Hosted on Acast. See acast.com/privacy for more information.
We had the pleasure of sitting down with Mike Walters, GM of Lloyd's Soccer store. Lloyd's is a staple in the South East sector of the United States Soccer scene. Lloyd's not only has 3 storefronts in the Upstate, Midlands, and Low Country of South Carolina, they also have an online presence that competes with some of the most well known soccer apparel sites in the world. Mike Walters is the GM of Lloyd's, and discusses the history behind the successful soccer store, and how it continues to flourish as the soccer scene in the United Sates continues to expand. The Soccer Dad's love spending money at this store, and loved recording this episode with Mike! We hope ya'll enjoy the show!
Cybersecurity Weekly Review: CrowdStrike, Malware, and Major IT Outages Join Jim Love and a panel of experts as they delve into the top cybersecurity stories of the week. This episode covers the major CrowdStrike incident, AT&T's February outage affecting millions of calls, a new strain of malware in Ukraine targeting industrial control systems, and much more. Listen in as experts Terry Cutler, David Shipley, and Mike Walters discuss the implications, lessons learned, and future strategies needed to tackle these cybersecurity challenges. 00:00 Introduction and Overview 00:18 CrowdStrike Dominates the Headlines 00:27 AT&T's Major Outage 01:14 New Malware in Ukraine 01:51 Whiz Startup's Bold Move 02:33 Panel Discussion Begins 02:55 Introduction of Mike Walters 03:31 Whiz's Market Valuation Debate 06:59 Modbus Protocol Vulnerabilities 07:35 Penetration Testing Insights 12:50 CrowdStrike Incident Analysis 22:24 Media Focus on Airport Chaos 22:36 The Real Impact on Patient Care 23:53 Who Pays for the Outage? 25:40 CrowdStrike's Quick Response 26:27 Future Prevention Strategies 28:27 Challenges in Cybersecurity Updates 38:14 Lessons Learned and Moving Forward 42:17 Conclusion and Acknowledgements
In this episode of Hashtag Trending The Weekend Edition, host Jim Love invites a panel of cybersecurity experts, including Terry Cutler from Cyology Labs, David Shipley from Beauceron Security, and Mike Walters from Action One, to discuss the recent CrowdStrike incident. The panel examines the details of how an update caused widespread IT disruptions, affecting millions of devices globally. They delve into testing practices, risk assessment, and the importance of phased deployment to prevent such massive outages in the future. The conversation also touches on industrial control systems vulnerabilities and the broader implications of relying on single-vendor solutions. Tune in to gain insights into the largest IT disruption to date and what it means for future cybersecurity practices. 00:00 Introduction and Panel Setup 01:11 Discussing the Wiz Purchase 04:39 Modbus Story and Industrial Control Systems 10:30 CrowdStrike Incident Analysis 21:08 Visualizing the Impact of System Failures 21:31 Handling Disruptions and Financial Responsibility 22:07 Personal Stories and Broader Implications 23:19 Applauding Quick Responses and Future Strategies 24:18 Implementing Phased Rollouts 26:07 Challenges in Cybersecurity Updates 28:22 Lessons from the CrowdStrike Incident 29:05 The Role of Government and Market Dynamics 29:51 Testing and Risk Assessments 31:04 Simplifying Cybersecurity and Disaster Recovery 31:57 Concluding Thoughts and Lessons Learned 39:55 Final Wrap-Up and Acknowledgements
This podcast will be the kickoff to a larger article about the Crowdstrike failure, which is the current obsession with technology. We talked with Action1 founder Mike Walters about the complexity of current technology and whether the problem is fixable. --- Support this podcast: https://podcasters.spotify.com/pod/show/crucialtech/support
This month we are featuring a feed drop of one of many brilliant podcasts on the RQ Network: WOE.BEGONE. WOE.BEGONE is a weekly sci-fi horror audiodrama series about the nature of power and the implications of linear time and is created by the amazing Dylan Griggs, who also makes The Diary of Aliza Shultz Podcast. This first episode of WOE.BEGONE, “Participant Observation,” follows Mike Walters, a man who discovers a mysterious and violent online game that begins to affect his real life. The series continues with over 150 episodes, following Mike as his exploration of an alternate reality game with real life consequences morphs into a search for the technology that makes the game possible. WOE.BEGONE is written and performed by Dylan Griggs, introduction and outro by Anusia Battersby. Listen to WOE.BEGONE on The Rusty Quill website, on Acast, or listen wherever you get your podcasts, or to learn more about the world of WOE.BEGONE check out its official website. Content warnings:Conspiracy Grief and loss Altered Reality Hosted on Acast. See acast.com/privacy for more information.
This week we're presenting the first episode of WOE.BEGONE, an immersive fiction podcast available wherever you listen to podcasts! WOE.BEGONE follows Mike Walters, who discovers a mysterious and violent online game named WOE.BEGONE. What begins as an exploration of an alternate reality game with real-life consequences quickly becomes a search for the technology that makes the game possible. New soundtrack every episode. Spotify: https://open.spotify.com/show/2An45xx05auRhZOUjqFzDu Apple Podcasts: https://podcasts.apple.com/us/podcast/woe-begone/id1542792309 Website: https://woebegonepod.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on the show we have Ontario resident Mike Walters sit down the chat about his almost 40 years of wild turkey hunting experience.Mike started hunting turkey in 1985 and hasn't missed a Spring season since. Mike joined us at our hunt club earlier this Spring for his first ever attempt at harvesting a bird in the province of Quebec and we caught up over a beer on the deck after his first day in camp. Give it a listen and enjoy!! #GoHuntBirds | #evolve | #ShareBirdHuntingwww.GoHuntBirds.com
Mike Walters, the owner of Seniors Helping Seniors, joins John on the show for Veteran's Day to discuss how his organization is helping veterans. Mike also shares insights on the VA and receiving benefits as a veteran. John reflects with Mike on the lives of veterans and the sacrifice they made when they chose to serve our country.
Hacktivism and nation-state involvement in the cyber phases of war in the Middle East, and the use of Telegram. Russian groups squabble online. Healthcare cybersecurity and its implications for patient care. The Looting of FTX on the day of its bankruptcy. Joe Carrigan shares research from the Johns Hopkins University Information Security Institute. Our guest is Mike Walters from Action1, marking the 20th anniversary of Patch Tuesday. And CISA releases two new resources against ransomware. For links to all of today's stories check out our CyberWire daily news briefing: https://thecyberwire.com/newsletters/daily-briefing/12/196 Selected reading. Israeli Cyber Companies Rally as Digital, Physical Assaults Continue (Wall Street Journal) Israel Sees Cyber Incursions Across Digital Systems (Wall Street Journal) Hackers infiltrated Israeli smart billboards to post pro-Hamas messages, reports say (Business Insider) THE HAMAS ISRAEL : CONFLICT EXPLAINER - CYFIRMA (CYFIRMA) The First 72 Hours of the Israel-Hamas War: Hamas and PIJ Activity on Telegram (Flashpoint) Cyber Aggression Rises Following the October 2023 Israel-Hamas Conflict (Radware) EU opens probe into X over Israel-Hamas war misinformation (Financial Times) EU opens formal investigation into illegal content on X (Computing) X removes hundreds of Hamas-affiliated accounts since attack, CEO says (Reuters) US cyber agencies in 'very close contact' with Israel after unprecedented Hamas attacks (Nextgov.com) Five threats security pros everywhere need to focus on as the Middle East war escalates (SC Media) Cyber Insecurity in Healthcare: The Cost and Impact on Patient Safety and Care 2023 (Proofpoint) New Clues Suggest Stolen FTX Funds Went to Russia-Linked Money Launderers (WIRED) CISA Releases New Resources Identifying Known Exploited Vulnerabilities and Misconfigurations Linked to Ransomware | CISA (Cybersecurity and Infrastructure Security Agency CISA) Learn more about your ad choices. Visit megaphone.fm/adchoices
Mike Walters was back.TWITCH: http://twitch.tv/woebegonepodPATREON: http://patreon.com/woe_begoneALIZA SCHULTZ: https://shows.acast.com/the-diary-of-aliza-schultzTRANSCRIPTS: http://WOEBEGONEPOD.comTWITTER: @WOEBEGONEPODMUSIC: http://woebegonepod.bandcamp.comDISCORD: https://discord.gg/pn9kjTBYPD Hosted on Acast. See acast.com/privacy for more information.
WOE.BEGONE is a weekly sci-fi, mystery, horror audiodrama about the nature of power and the implications of linear time. It is the story of Mike Walters, a man who discovers a mysterious and violent online game called WOE.BEGONE. What begins as an exploration of an Alternate Reality Game quickly morphs into a search for the technology that makes the game possible. New episodes come out every Wednesday and each episode has a unique soundtrack. Created by Dylan Griggs.LINKS:TWITCH: http://twitch.tv/woebegonepodPATREON: http://patreon.com/woe_begoneTRANSCRIPTS: http://WOEBEGONEPOD.comTWITTER: @WOEBEGONEPODMUSIC: http://woebegonepod.bandcamp.comDISCORD: https://discord.gg/pn9kjTBYPD Hosted on Acast. See acast.com/privacy for more information.
Stay safe.CREDITS:Rae Lundberg as Jamilla Gardner Gary Furlong as Hunter Jeremiah HartleyTWITCH: http://twitch.tv/woebegonepodPATREON: http://patreon.com/woe_begoneALIZA SCHULTZ: http://anchor.fm/alizaschultzTRANSCRIPTS: http://WOEBEGONEPOD.comTWITTER: @WOEBEGONEPODREDDIT: /r/DOGCATCHER and /r/WOEBEGONEMUSIC: http://woebegonepod.bandcamp.comDISCORD: https://discord.gg/pn9kjTBYPD Hosted on Acast. See acast.com/privacy for more information.
In this episode, host Rachel has a conversation with Steven Bardouche, Operations Manager in Risk Management, Dena Boyd, IT Infrastructure Program Manager, and Mike Walters, Chief Information Officer of NBS about the NelVets ARG. They share their military experience as well as how their ARG is dedicated to helping veterans, families, and allies find resources and support they need at work. Hosts Rachel and Tommy also share their next 'Hot Takes with Tommy segment, all about going to the movies!
In this episode, hosts Rachel and Tommy have a conversation with Mike Walters, CIO of NBS about how he gets going in the morning!
Mike Walters and associates are not the only people making plans.TWITCH: http://twitch.tv/woebegonepodPATREON: http://patreon.com/woe_begoneALIZA SCHULTZ: http://anchor.fm/alizaschultzTRANSCRIPTS: http://WOEBEGONEPOD.comTWITTER: @WOEBEGONEPODREDDIT: /r/DOGCATCHER and /r/WOEBEGONEMUSIC: http://woebegonepod.bandcamp.comDISCORD: https://discord.gg/pn9kjTBYPD See acast.com/privacy for privacy and opt-out information.
We're about to have a "Family Moment"… This is when we have a tough-love conversation about the fact that things will never be the same again -- And that it's not a "bad thing" if you embrace and capitalize on the change. In fact, we are seeing a major “COVID bounce” that spans across multiple business sectors! Today, your business should be hitting new high-water marks. Retooling for a New World. USAF is a Mirror-Reflection of Financial Advisors. I know this because we are simply an aggregate mirror-image of the advisors who are affiliated with us, and WE are hitting new high-water marks -- Therefore, THEY are hitting new high water marks. The revenue structure of your business is essential. Fee & transactional (commission) revenue go hand-in-hand. Certain products, necessary for planning, dictate the fee vs. transactional choice. NOTHING ELSE DOES -- Not your licensure, not your personal preference. Your best clients expect both. People want to KEEP the newfound convenience and benefit of dual communications. In-Person Office visits. Video visits Articles referenced: https://www.wsj.com/articles/cheesecake-to-go-saved-the-cheesecake-factory-11635450438?mod=Searchresults_pos2&page=1 https://www.mckinsey.com/industries/financial-services/our-insights/the-value-of-personal-advice-wealth-management-through-the-pandemic https://www.cnbc.com/2021/04/13/advisors-are-changing-how-they-interact-with-clients-due-to-pandemic.html 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 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. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor #efficientbusiness #financialbusiness #businesscoaching #financialadvisor #financialadviser #growfinancialbusiness #growfinancialpractice #growfinancialfirm #advisorybusiness #covidbounce #newworldforadvisors
Baby Boomer retirements DOUBLED in year 2020 over what took place in 2019! Oct. 25, 2021, Investment News: Early Retirement surging as a result of Covid, research finds. An estimated 5.25 million people who left the workforce during the Covid-19 pandemic and of that, 3 million (which is over 57%) appear to have retired earlier than they planned to. Baby boomer retirement shot up in 2020, with 3.2M boomers retiring, more than double the rate of 1.5M seen in 2019. Articles referenced from Investment News and Pew Research: - https://www.investmentnews.com/covid-early-retirement-rearch-213183 - https://www.pewresearch.org/fact-tank/2020/11/09/the-pace-of-boomer-retirements-has-accelerated-in-the-past-year/ 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 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. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor #efficientbusiness #financialbusiness #businesscoaching #financialadvisor #financialadviser #growfinancialbusiness #growfinancialpractice #growfinancialfirm #advisorybusiness #babyboomer #earlyretirement
Overlapping the areas that matter with the areas that can be controlled is a recipe for a successful business model…but then overlapping your passions as the third dimension, that is what can build a dynasty! 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 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. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor #efficientbusiness #financialbusiness #businesscoaching #financialadvisor #financialadviser #growfinancialbusiness #growfinancialpractice #growfinancialfirm #advisorybusiness #venndiagram #dynasty
Achieving your ideal practice requires you to be a contrarian. You will never get there following the mainstream down the path of products, pricing, and performance. But you can get there through Process and Platform Partnership. Understanding What Matters & What Can be Controlled. Working too many hours? Inconsistent revenue streams? Do you live and die on prospect flow? Do you run endless seminar events? Staff turnover? Chained to your desk? Unable to regularly duplicate your best clients? THIS ALL MATTERS & CAN ALL BE CONTROLLED What WILL NOT help any of this is Products, Pricing & Performance. What WILL help is Processes & Platform Partner. Your IDEAL Practice Requires and IDEAL Partner. Ivy League Universities = 5% Community Colleges = 100% Law of Familiarity / Loyalty Fatigue. Are you just a number? LPL has 19,000 today -- CEO is targeting 300,000 Financial Advisor IQ & Barrons Your Story Your Goals Your Barriers Your List that Makes up Your Ideal Practice How your Ideal Partner can get you there. Sources Referenced: -Financial Advisor IQ, September 16, 2021, LPL Capable of Growing to 300,000 Financial Advisors: CEO. -Barron's Advisor, September 13, 2021, LPL Financial is Growing Like Gangbusters. Expect More, CEO Says. 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 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. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor #efficientbusiness #financialbusiness #businesscoaching #financialadvisor #financialadviser #growfinancialbusiness #growfinancialpractice #growfinancialfirm #advisorybusiness #idealpractice #betterpractice
Introductions are light years better than referrals; however, most advisors don't know how to duplicate the clients that are likely to make those introductions! It's crucial that you must first uncover and quantify them. Total Customer Value (TCV) = 1 Yr Revenue | 3 Yr Revenue | 5 Yr Revenue Total Maven Value (TMV) = TCV + TCV of those they've introduced. Identify Your BEST Customers & BEST Identify the Demographics & Psychographics of Mavens. Target them for duplication via introductions. 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 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 that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
The single question that outperforms every customer survey, customer satisfaction score and quality assessment tool -- plus uncovers your best customers for introductions. The net promoter score is the single best gauge for your marketplace success. "How likely is it that you would recommend INSERT COMPANY NAME HERE to a friend or colleague?" Overall potential scoring range of -100 thru +100. Scale of 0-10. Promoters = 9-10 Passives = 7-8 Detractors = 0-6 Score = %Promoters - %Detractors (use visual). 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 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 that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
The Time-Lag Property and Loss (P&L) statement is the only real-life financial view of your business. Understanding it can drive strategy and solve many, many problems in running your practice. P&L statements are a vertical snapshot frozen in time. The balance sheet or net worth statement is also a snapshot. Revenue and Expense seldom start and end in the same month. Expense = Investment in future revenue. Time delay (Seminar example). 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 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 that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Understanding and applying the Cost-Credibility Matrix will keep both your time and your money focused on promotional opportunities that you can control and that matter most. High Cost + Low Credibility = Worst combo possible. (cringy billboards) Low Cost + Low Credibility = Next worst quadrant. High Cost+ High Credibility = Most controlled quadrant of value. Low Cost + High Credibility = the Holy Grail of Marketing and positioning. (buy your way hear thru quad 3) 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 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 that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
There is one overarching directive that elite advisors realize consciously or unconsciously. The things that matter most and are also controllable. When you first launch and are still small, TIME is your cheapest commodity. But when you have reached a level of success or are growing rapidly, TIME becomes your most valuable resource. The space where Things that Matter overlaps with Things you can Control… This is What you should Focus on. Keeping your focus on what matters and is controllable is where your time is best well spent. 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 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 that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
How to conduct pandemic sensitive events so that your clients and prospects will be comfortable and excited to attend. Much has changed, and the positioning of your events must evolve to compete. Old days of meal vs no meal. Today is about masks and social distancing. Be sensitive. People are in different camps with differing mindsets. (airport example) Be transparent -- explain the set up on the invite. You can please some of the people some of the times, some of the people all of the time -- But you cannot please all of the people all of the time. (and that is OK) Again, be sensitive -- provide alternative (record meetings, etc.) 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 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 that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
The disservice of products, price and performance has been undermining the financial services industry since the beginning of time -- and it continues to be true today! Here's how you rise above: The Advisor vs. the Salespest How do your best clients describe you? How do your best clients describe stockbrokers and insurance agents? It's all they have to sell It's all the know how to sell. Live by the sword, die by the sword. Products, Price and Performance are the crutch of the salespest -- and of the wholesaler Themselves and their expertise. Their philosophy Their Planning Strategy Name them Make them memorable Make them tangible Their Process Advisors understand what they are actually selling is… Did not say… I'll get you this interest rate. I'll outperform the market.I'll create a financial plan for free in hopes you do business with me. Between now and the next time we get together, I'll identify the areas I feel we can create the most value for you so that you can make an educated decision as to whether or not you wish to engage the services of me and my firm… Fair enough? 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 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 that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Hey guys. My name is Dylan Griggs and I'm the showrunner: the director, the writer, the editor, the actor, and the musician on the one-man show WOE.BEGONE, stylized WOE.BEGONE. WOE.BEGONE is the story of Mike Walters, a man who discovers a mysterious and violent online game named WOE.BEGONE. What begins as an exploration of an alternate reality game with real-life elements quickly becomes a search for the power that makes that game possible. It is an exploration of what it means to seek, to maintain, and to use power. I consider it a mystery/sci-fi/horror/comedy roughly in that order, and there's a new soundtrack every episode provided by myself. You're about to hear episode 1, Participant Observation, in which Mike discovers the game, decides to participate in it, and reckons with the consequences of his actions. Thanks for listening. Transcript can be found at: https://woebegonepod.com/2021/09/09/bonus-remake-episode-1-participant-observation/ https://woebegonepod.com Twitter: @woebegonepod
Let's talk about how this valuation growth happened! --USA Financial affiliated advisors 12-Month Blue Book Valuations ending 2021.06.30 = +13.7% over 12-month valuations ending 2020.06.30. Concentrate on electronic, digital and video communications. Convert to online client events and remote meetings. Introduction program to duplicate the top 10%-20% of your clientele. Re-engage with live events as possible and wise. Embrace and/or emphasize AUM -- recurring revenue. 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 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 that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Do you feel chained to your desk? Or maybe you do not have enough revenue generating opportunities? Either way, you need to gain sustainable critical mass -- Let's talk about how to do that and learn the 3 steps to building critical and sustainable mass in your practice. Client events – Starting Point. Expert authority Only thing for sale is you Leads to guest appearances Quickest most controllable way to build clientele On the bubble – Events + Introductions When client events have created enough A clients. Begin running events for just the A clients. Make them a subset of your overall practice. These are the people you wish to duplicate. Plant the seed for introductions. Introductions Only – Critical Mass Obtained. Concentrate solely on duplicating best clients. Introductions. If you care about them, we care about them, because you care about them. The process is what is important. Introductions -- Not referrals (vested interest). 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 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 that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Many advisors aspire to be an investment manager rather than a financial advisor -- and this can undermine the value and salability of the business. There are very few ways to stop devaluing your business, learn them here. If performance is down, your client has just one solution -- fire you. No one wants to buy your job, they want to buy your business. You lose economies of scale and ability to duplicate or leverage yourself. InvestmentNews: Stop Devaluing Your Business - Scott Hanson "If most professional money managers can't outperform the indexes, neither can advisers and financial planners. And aside the question of whether this sort of active management provides any real value to a client, even if it is accretive and delivers alpha, it absolutely reduces the value of the firm. You see, if the recurring revenues generated by his practice were based upon transferrable, repeatable financial planning and elite customer service disciplines, one could easily build a case that this sort of client deliverable could be handled by another financial adviser or acquiring firm. The problem is that in the clients' eyes, it becomes he alone, along with his ability to outsmart the markets, that comprises the value of his firm. Any acquiring firm will look at his practice as high risk in the areas of potential portfolio losses and client attrition, and subsequently reduce the price it is willing to pay." Possible Solutions: Stop digging the hole. Convert to a collection of 3rd party asset managers. Rebuild with the right tools. Craft actual models and execute with asset manager trade technology. 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 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), discuss 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 that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Seminars are back, returning with a lift in response rate numbers from pent-up demand after lockdowns. The previous video referenced, "Is now the best time for seminars?" In this RARE we cover: Higher live event RSVP percentage response. Higher closing rates from live events. How clients are seriously looking to replace old advisors. --> !!! Reach out to us below for a free copy of the periodic table created to track the best timing for live events/seminars and referenced in this RARE video! Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ 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 Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening. 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 myriad other things that financial advisors may want to hear, rant, or lament about. Powered by USA Financial
How is it that 3 years is the over-under magic number for staff, and likely the same for clients? Understanding this difference can alter the adherence and retention of your practice dramatically. Article Quote -- "We're actually seeing that employees that spend more than 4 years at the same company are more inclined to want to come back -- newer employees who have worked at the company less than 3 years, seem to prefer to work from home." --> What does this mean for your culture? Your staff? Your clients? Adhering people to your business/practice more rapidly is key. Article referenced: Inc. article, "Nearly 75% of businesses report they're bringing employees back to the office". 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 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 myriad other things that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
We all have mental triggers. When they are gone, we suffer. We don't have an efficient way to get in the zone. Our businesses falter. This info will help you recapture that advantage. Without a commute there is often no distinction between work and home life. 30 minutes each way is the average. Prepping & downloading for your day. No trigger to get mentally in the zone. Must refabricate. How you dress. Getting coffee. Need a ritual. Working ON the business vs IN the business. Article referenced: The Atlantic, July/August 2021 edition, titled, "The Psychological Benefits of Commuting to Work". 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 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 myriad other things that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Learn how we score the stock market based on power, support, and demand from this recent message we sent to retail investors and clients of USA Financial Formulas through our Trending Report show. This is not a typical RARE Advisor video, but it will give you a rare ‘behind the scenes' of our formulaic trending money manager! There has been great movement below the waterline in the stock market lately, join CEO Mike Walters to find some of the markers that can cause that water to turn over. The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered to eliminate emotion and provide direction in investing. 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 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), discuss 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 myriad other things that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
You can create a compelling value proposition for your services with risk management that simply cannot happen when based on asset allocation. Here are 5 Reasons Risk Management is likely more important than Asset Allocation in your financial advisory business. 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 Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss 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 myriad other things that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
This could be the best timing for seminar events over the history of your career as a financial professional and advisor. Here are 7 Reasons Seminar Events in 2021 may be more valuable than ever before! 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 Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss 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 myriad other things that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Can you tell the difference between real headlines and headlines from The Onion? If you have trouble spotting the fakes, imagine the confusion your clients face. Learn how to cut through the noise on your client's behalf, bringing value as the financial professional and advisor you are. 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 Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss 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 myriad other things that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Remote work has become the new norm, these are some ways to adapt and encourage the productivity you would expect from working in an office. These 13 must haves are what we use for our own team as we thrive within the work from home environment. 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 Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening. The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss 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 myriad other things that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Wealth and control are on the move, sped up by the pandemic. The 3 measures shared here will help you identify the changes and retain the assets from generational customers of your firm. Data shared from Visual Capitalist, read further here: www.visualcapitalist.com/ranking-u-s-generations-on-their-power-and-influence-over-society/ 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 Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss 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 myriad other things that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Big business, small business, and a rapid shift in generational power is fueling a huge new money move and asset transition as pandemic lockdowns loosen for 2021-2022. Find out how to capture your share and the competition's share too on this week's episode of The RARE Advisor. 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 Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening. The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss 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 myriad other things that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Join Kevin O'Leary, Connor O'Brien, and Mike Walters to talk about what high net worth clients want and how to go from millions to billions in Assets Under Management (AUM). Key Themes: A "Shark" on what High Net Worth (HNW) clients want How to increase the valuation of an advisor's financial practice Understanding the difference in positioning for client acquisition vs. market valuation The two biggest threats facing advisors when it comes to assets leaving their firm (and how to address them) Speakers:Connor O'Brien, CEO O'Shares ETF Kevin O'Leary, Chairman O'Shares ETF and Shark Tank star Mike Walters, CEO at USA Financial 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 Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss 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 myriad other things that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Pandemic Pressure + Springtime Release = Big Jump in Business. There is a tremendous amount of pent-up demand from frustrated investors who are now on the search for new advisors, looking to become new clients of your practice. Find out the source and what to do about it in this week's episode of The RARE Advisor. 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 Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss 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 myriad other things that financial advisors may want to hear, rant, or lament about. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
You are what is for sale, not a specific product or account, but with just 4 quadrants you can have a superior portfolio that a client will completely understand and appreciate. Learn to utilize 4 products that simplify the complex for successful financial advisors. The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss 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 will 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 myriad other things that financial advisors may want to hear about, rant about, or lament about. For more information, subscribe to Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/ For more videos from The RARE Advisor: http://www.therareadvisor.com Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
You will become the Family CFO by simply staging your second appointment with this one key sentence. Learn how to bridge the gap to unlock and collect 100% of the client assets with 1 sentence. The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss 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 will 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 myriad other things that financial advisors may want to hear about, rant about, or lament about. For more information, subscribe to Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/ For more videos from The RARE Advisor: http://www.therareadvisor.com Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Clients will open the door for you to enthusiastically engage with them as they question the merits of their existing advisor relationship. Learn how to drive the wedge without slinging mud, by taking the high road instead. The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss 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 will 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 myriad other things that financial advisors may want to hear about, rant about, or lament about. For more information, subscribe to Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/ For more videos from The RARE Advisor: http://www.therareadvisor.com Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial
Mike use to work at TMZ, he know does The Blast, a web site that gives you all the gossip about whats going on in Hollywood.
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