Apr 4, 2024

The Wall Street Journal ran an interesting article, based on a large poll they conducted, looking at the spectrum of happiness. In this episode of The RARE Advisor, we’ll look at the four statistically connected items that the ‘extremely happy’ group have in common.

Consider subscribing for continued...

Mar 28, 2024

In this episode of The RARE Advisor, we’re going to take the highly complex subject of valuation and business appraisals and boil it down into just three numbers you need to know.

Consider subscribing for continued insights from USA Financial:

https://www.youtube.com/@USA-Financial

For more of The...

Mar 21, 2024

There are certain common themes you can find in the best financial advisors. We see one of them, inside the area of portfolio management, all the time. In this episode of The RARE Advisor, we’ll talk about the trump card to portfolio design and how it affects your practice.

Consider subscribing for continued...

Mar 14, 2024

Many financial advisory practices aren’t good at managing their people, and it can lead to a hiring and firing plague. In this episode of The RARE Advisor, we discuss how to track the economics of what it means to lose a good employee and have to replace them with someone new.

Consider subscribing for continued...

Mar 7, 2024

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