walters

durée : 00:11:13 - L'invité de 7h50 du week-end - par : Carine BECARD - Le compositeur David Walters sort un nouvel album "Soul Tropical", deux ans après le décès de sa mère. "Cela a été le début d’une nouvelle histoire, un déclic d’être ancré chez moi en Martinique". C’est un album "feel-good", avec des fins optimistes, car "c’est ma nature", affirme le musicien.

Happy New Year to everyone! Welcome to the first Episode of 2023. We're super thrilled to be coming to you from the Young Fly Lords studio in downtown Charleston Sc now! This episode is dedicated to the beloved Barbara Walters who's career changed the media and journalism industry forever. Today the boys convened in the Stu to discuss the situation with Buffalo Bills team member Damar Hamlin following his injury on Monday Jan 2nd which resulted in a cardiac arrest. No new details are known at the time of publishing this episode, our thoughts and prayers go out to Damar's family and teammates. The guys also talk about Netflix's new password sharing policy and about Dave Chappells show in Charleston Sc that was just announced. Thanks so much for listening/watching, buckle up for another amazing year of Apple Juice For 2!
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Anderson Cooper and Andy Cohen ring in the New Year...Pope Benedict dies...NYC cop gets attacked by radical Islamist with a machete...Megan Fox wants a girlfriend...Barbara Walters' sticky affair.

Hi friends, my special guest, Jean Walters, is kicking off a new "Unlocking Your Brilliance" series.  Today, she talks about how we have the ability for self-healing.  Jean also discusses how she helps others see challenges as opportunities, through a shift in perspective.  You've got to check out her latest book "Deep Truth: Wisdom of the Masters - Reality and Illusion".   tags:  Jean, Walters, personal, growth, consultant, teacher, author, lecturer, Spiritual, Transformation, Unlocking, Your, Brilliance, stories, story, that, empower, where, soul, lives, Sean,

Achieving your ideal practice requires you to be a contrarian.  You will never get there following the mainstream down the path of products, pricing, and performance.  But you can get there through Process and Platform Partnership.

1. Understanding What Matters & What Can be Controlled.
   • Working too many hours?
   • Inconsistent revenue streams?
   • Do you live and die on prospect flow?
   • Do you run endless seminar events?
   • Staff turnover?
   • Chained to your desk?
   • Unable to regularly duplicate your best clients?
   • THIS ALL MATTERS & CAN ALL BE CONTROLLED
2. What WILL NOT help any of this is Products, Pricing & Performance.
3. What WILL help is Processes & Platform Partner.
4. Your IDEAL Practice Requires and IDEAL Partner.
   • Ivy League Universities = 5% Community Colleges = 100%
   • Law of Familiarity / Loyalty Fatigue.
     • Are you just a number?
     • LPL has 19,000 today -- CEO is targeting 300,000
       • Financial Advisor IQ & Barrons

5. Your Story
   • Your Goals
   • Your Barriers
   • Your List that Makes up Your Ideal Practice
   • How your Ideal Partner can get you there.

Sources Referenced:

-Financial Advisor IQ, September 16, 2021, LPL Capable of Growing to 300,000 Financial Advisors: CEO.

-Barron's Advisor, September 13, 2021, LPL Financial is Growing Like Gangbusters.  Expect More, CEO Says.

Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/

For more of The RARE Advisor:
http://www.therareadvisor.com

The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things financial advisors may want to hear, rant, or lament about.

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/

Powered by USA Financial

Introductions are light years better than referrals; however, most advisors don't know how to duplicate the clients that are likely to make those introductions! It’s crucial that you must first uncover and quantify them.

1. Total Customer Value (TCV) = 1 Yr Revenue |  3 Yr Revenue  |  5 Yr Revenue
2. Total Maven Value (TMV) = TCV + TCV of those they've introduced.
3. Identify Your BEST Customers & BEST
4. Identify the Demographics & Psychographics of Mavens.
5. Target them for duplication via introductions.

Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/

For more of The RARE Advisor:
http://www.therareadvisor.com

The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/

The single question that outperforms every customer survey, customer satisfaction score and quality assessment tool -- plus uncovers your best customers for introductions.

1. The net promoter score is the single best gauge for your marketplace success.
2. "How likely is it that you would recommend INSERT COMPANY NAME HERE to a friend or colleague?"
3. Overall potential scoring range of -100 thru +100.
4. Scale of 0-10.
5. Promoters = 9-10
6. Passives = 7-8
7. Detractors = 0-6
8. Score = %Promoters - %Detractors (use visual).

Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/

For more of The RARE Advisor:
http://www.therareadvisor.com

The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/

CEO Mike Walters scores the stock market with power, support, demand, and torque to come to a overall score and better picture of the overall stock market in this end of Q3 October episode of the USA Financial Trending Report.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered to eliminate emotion and provide direction in investing. Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/ 
https://www.facebook.com/usafinancial/ 
https://www.linkedin.com/company/usafinancial1/

The Time-Lag Property and Loss (P&L) statement is the only real-life financial view of your business.  Understanding it can drive strategy and solve many, many problems in running your practice. 

1. P&L statements are a vertical snapshot frozen in time. The balance sheet or net worth statement is also a snapshot.
2. Revenue and Expense seldom start and end in the same month.
3. Expense = Investment in future revenue.
4. Time delay (Seminar example).

Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/

For more of The RARE Advisor:
http://www.therareadvisor.com

The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/

Understanding and applying the Cost-Credibility Matrix will keep both your time and your money focused on promotional opportunities that you can control and that matter most.

1. High Cost + Low Credibility = Worst combo possible. (cringy billboards)
2. Low Cost + Low Credibility = Next worst quadrant.
3. High Cost+ High Credibility = Most controlled quadrant of value.
4. Low Cost + High Credibility = the Holy Grail of Marketing and positioning. (buy your way hear thru quad 3)

Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/

For more of The RARE Advisor:
http://www.therareadvisor.com

The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial1/

There is one overarching directive that elite advisors realize consciously or unconsciously. The things that matter most and are also controllable.   

1. When you first launch and are still small, TIME is your cheapest commodity.
2. But when you have reached a level of success or are growing rapidly, TIME becomes your most valuable resource.
3. The space where Things that Matter overlaps with Things you can Control… This is What you should Focus on. 
4. Keeping your focus on what matters and is controllable is where your time is best well spent.

Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement 
https://advisoradvancement.com/

For more of The RARE Advisor:
http://www.therareadvisor.com

The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/ 
https://www.facebook.com/usafinancial/ 
https://www.linkedin.com/company/usafinancial1/

How to conduct pandemic sensitive events so that your clients and prospects will be comfortable and excited to attend. Much has changed, and the positioning of your events must evolve to compete.

1. Old days of meal vs no meal.
2. Today is about masks and social distancing.
3. Be sensitive. People are in different camps with differing mindsets. (airport example)
4. Be transparent -- explain the set up on the invite.
5. You can please some of the people some of the times, some of the people all of the time -- But you cannot please all of the people all of the time. (and that is OK)
6. Again, be sensitive -- provide alternative (record meetings, etc.)

Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/

For more of The RARE Advisor:
http://www.therareadvisor.com

The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/ 
https://www.facebook.com/usafinancial/ 
https://www.linkedin.com/company/usafinancial1/

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of September 2021.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered to eliminate emotion and provide direction in investing.

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/ 
https://www.facebook.com/usafinancial/ 
https://www.linkedin.com/company/usafinancial1/

The disservice of products, price and performance has been undermining the financial services industry since the beginning of time -- and it continues to be true today! Here's how you rise above:

1. The Advisor vs. the Salespest
2. 1. How do your best clients describe you?
   2. How do your best clients describe stockbrokers and insurance agents?
   1. It's all they have to sell
   2. It's all the know how to sell.
   3. Live by the sword, die by the sword.
3. Products, Price and Performance are the crutch of the salespest -- and of the wholesaler
   1. Themselves and their expertise.
   2. Their philosophy
   3. Their Planning Strategy
      1. Name them
      2. Make them memorable
      3. Make them tangible
   4. Their Process
4. Advisors understand what they are actually selling is…
   1. Did not say…
   2. 1. I'll get you this interest rate.
      2. I'll outperform the market.I'll create a financial plan for free in hopes you do business with me.
5. Between now and the next time we get together, I'll identify the areas I feel we can create the most value for you so that you can make an educated decision as to whether or not you wish to engage the services of me and my firm… Fair enough?

Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/

For more of The RARE Advisor:
http://www.therareadvisor.com

The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/ 
https://www.facebook.com/usafinancial/ 
https://www.linkedin.com/company/usafinancial1/

Let’s talk about how this valuation growth happened!
--USA Financial affiliated advisors 12-Month Blue Book Valuations ending 2021.06.30 = +13.7% over 12-month valuations ending 2020.06.30.

1. Concentrate on electronic, digital and video communications.
2. Convert to online client events and remote meetings.
3. Introduction program to duplicate the top 10%-20% of your clientele.
4. Re-engage with live events as possible and wise.
5. Embrace and/or emphasize AUM -- recurring revenue.

Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/

For more of The RARE Advisor:
http://www.therareadvisor.com

The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/ 
https://www.facebook.com/usafinancial/ 
https://www.linkedin.com/company/usafinancial1/

Do you feel chained to your desk? Or maybe you do not have enough revenue generating opportunities? Either way, you need to gain sustainable critical mass -- Let's talk about how to do that and learn the 3 steps to building critical and sustainable mass in your practice.

1. Client events – Starting Point.
2. • Expert authority
   • Only thing for sale is you
   • Leads to guest appearances
   • Quickest most controllable way to build clientele

2. On the bubble – Events + Introductions
   • When client events have created enough A clients.
   • Begin running events for just the A clients.
   • Make them a subset of your overall practice.
   • These are the people you wish to duplicate.
   • Plant the seed for introductions.
3. Introductions Only – Critical Mass Obtained.
   • Concentrate solely on duplicating best clients.
   • Introductions.
   • If you care about them, we care about them, because you care about them.
   • The process is what is important.
   • Introductions -- Not referrals (vested interest).

Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/

For more of The RARE Advisor:
http://www.therareadvisor.com

The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/ 
https://www.facebook.com/usafinancial/ 
https://www.linkedin.com/company/usafinancial1/

Many advisors aspire to be an investment manager rather than a financial advisor -- and this can undermine the value and salability of the business. There are very few ways to stop devaluing your business, learn them here.

• If performance is down, your client has just one solution -- fire you.
• No one wants to buy your job, they want to buy your business.
• You lose economies of scale and ability to duplicate or leverage yourself.

InvestmentNews: Stop Devaluing Your Business
- Scott Hanson
"If most professional money managers can’t outperform the indexes, neither can advisers and financial planners. And aside the question of whether this sort of active management provides any real value to a client, even if it is accretive and delivers alpha, it absolutely reduces the value of the firm.

You see, if the recurring revenues generated by his practice were based upon transferrable, repeatable financial planning and elite customer service disciplines, one could easily build a case that this sort of client deliverable could be handled by another financial adviser or acquiring firm.

The problem is that in the clients’ eyes, it becomes he alone, along with his ability to outsmart the markets, that comprises the value of his firm.

Any acquiring firm will look at his practice as high risk in the areas of potential portfolio losses and client attrition, and subsequently reduce the price it is willing to pay."

Possible Solutions:

• Stop digging the hole. Convert to a collection of 3rd party asset managers.
• Rebuild with the right tools. Craft actual models and execute with asset manager trade technology.

Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/

For more of The RARE Advisor:
http://www.therareadvisor.com

The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discuss what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988.
Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/ 
https://www.facebook.com/usafinancial/ 
https://www.linkedin.com/company/usafinancial1/

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of August 2021.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered to eliminate emotion and provide direction in investing.

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/ 
https://www.facebook.com/usafinancial/ 
https://www.linkedin.com/company/usafinancial1/

Seminars are back, returning with a lift in response rate numbers from pent-up demand after lockdowns.  
The previous video referenced, "Is now the best time for seminars?"

In this RARE we cover:

1. Higher live event RSVP percentage response.
2. Higher closing rates from live events.
3. How clients are seriously looking to replace old advisors.

--> !!! Reach out to us below for a free copy of the periodic table created to track the best timing for live events/seminars and referenced in this RARE video!

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/ 
https://www.facebook.com/usafinancial/ 
https://www.linkedin.com/company/usafinancial1/

Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/

How is it that 3 years is the over-under magic number for staff, and likely the same for clients? Understanding this difference can alter the adherence and retention of your practice dramatically. 

Article Quote -- "We're actually seeing that employees that spend more than 4 years at the same company are more inclined to want to come back -- newer employees who have worked at the company less than 3 years, seem to prefer to work from home."

--> What does this mean for your culture? Your staff? Your clients?
Adhering people to your business/practice more rapidly is key.

Article referenced: Inc. article, "Nearly 75% of businesses report they're bringing employees back to the office".

Consider subscribing for continued insights from Advisor Advancement:
https://www.youtube.com/AdvisorAdvancement
https://advisoradvancement.com/

For more of The RARE Advisor:
http://www.therareadvisor.com