The RARE Advisor

S1:E18 - Top 20 Mavens

Jun 28, 2019

In this episode, Mike Walter discusses the top 20 most important relationships in business.These people will drive the majority of the business in the majority of the assets and the majority of the revenue into a successful practice. Utilizing these relationships is instrumental because they can be like...

S1:E17 - Total Customer Value

Jun 27, 2019

In this episode of Advisor Skinny, Mike discusses total customer value. This is the first number you need to know in order to grow your business. It is important to know what your average client is worth to you so that you can, first of all, figure out what can you afford to pay to acquire your next client. Throughout...

S1:E16 - Hindsight 20/20 - Future Pacing

Jun 20, 2019

In this episode of Advisor Skinny, Mike discusses "hindsight 20/20," but looks at it from a different perspective. His question encompasses the idea that if you had the ability to look back in time, would your position today line up with what you wanted to accomplish when you looked into the future? By utilizing this...

S1:E15 - The Three Levels of Commitment

Jun 17, 2019

In this episode of Advisor Skinny, Mike explores the three different levels of commitment: verbal, written, and monetary. These levels are a foundational element when transitioning an individual from a prospect into a client. People often need time to be able to digest the process in smaller pieces, so it is unrealistic...

S1:E14 - The Marketing Funnel

Jun 13, 2019

In this episode of Advisor Skinny, Mike explains how his team uses the marketing funnel when moving individuals from a prospective client to an onboarding client. By implementing the marketing funnel "assembly line" system into your practice, time can be saved and value added when it comes to the personal relationship...