Jan 20, 2022

Advisors with the most successful practices are often the ones that think like an entrepreneur. In doing so, it is imperative that you take inventory and maximize the three most valuable assets that you have inside of your practice. Are you getting the most from these assets? In this episode of the RARE Advisor, Mike...

Jan 13, 2022

Over the past decade, the industry has experienced a seismic shift in how financial professionals are registered. It has caused a major shake-up for some firms that haven’t quite gotten ahead of the trend. In this episode of the RARE Advisor, Mike Walters dives in to the reasoning for the shift and what it means to...

Jan 6, 2022

Businesses are reducing hours, cutting services, and taking other measures to address the worker shortage right now. How should you position this conversation with your clients? In this episode of the RARE Advisor, Mike Walters sheds some light on the problem and provides some food for thought on how to handle the...