The RARE Advisor: 1 Sentence unlocks 100% of client assets - a podcast by USA Financial
from 2021-05-20T17:51:19
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/
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https://www.linkedin.com/company/usafinancial1/
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