Nov 8, 2019

On this episode of Advisor Skinny, Mike Walters shares the 7 steps to bridge the value gaps. This series has focused on determining the value of a financial advisory practice, but what comes next? Join Mike as he shares the blueprint to getting the most value out of your business.

Oct 31, 2019

On this episode of Advisor Skinny, Mike Walters talks about EBITDA (earnings before interest, taxes, depreciation, and amortization). What is it, why it’s important and how it’s the more accurate benchmark in determining the value of a business.

Oct 24, 2019

On this episode of Advisor Skinny, Mike Walters shares insight on how to charge for your time and how that ultimately brings value to an advisor’s practice. A successful advisor is focused on building a business rather than creating a job.

Oct 18, 2019

On this episode of Advisor Skinny, Mike Walters shares some surprising statistics about investors and their actions after a death in a family. By understanding these forces, an advisor will be better prepared to retain clients’ assets.

Oct 11, 2019

On this episode of Advisor Skinny, Mike Walters reviews many of the contrapositive actions advisors may be doing that are affecting the value of their businesses. Mike discusses how each has an inverse action and by targeting the activities that bring positive value, an advisor can make small changes that have a...