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Jun 30, 2022

No doubt you’ve heard about the 80/20 Rule, but what you may not know is that it actually gets dwarfed when you learn what’s behind the curtain – the rest of the rule. In this episode of The RARE Advisor, we share how to dig deep and really make this segmentation process work to your benefit.

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Jun 23, 2022

Imagine if you could ask one short, simple question that would immediately give you a read on your existing clients, your prospects, and on the market in general. In this episode of The RARE Advisor, Mike Walters shares how the answer to this question can help you hone in on your ideal client to grow...


Jun 16, 2022

As a financial advisor, you likely are sacrificing credibility if you don’t understand the cost-credibility matrix. In this episode of The RARE Advisor, Mike Walters shows how to underwrite your way into high credibility and how to make sure that you are growing your practice in the best possible manner.

 

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Jun 9, 2022

If you are the type of person who wants to get more done, more accurately, with less hassle, this productivity hack is what you’ve been waiting for.

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Jun 2, 2022

“No one wants to buy your job, but many people would love to buy your business.”

We’ve talked before about the risks of becoming an asset manager rather than an asset gatherer, and in this episode of The RARE Advisor we take a deep dive into two examples of how advisors got themselves in a real pinch when trying...