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The RARE AdvisorAuthor: Mike Walters
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years 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 will 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. For more videos from The RARE Advisor: https://www.usafinancial.com/insights/rare 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 Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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How to Turn Strategic Partners Into a Consistent Referral Source
Thursday, 30 April, 2026
Strategic partnerships are often misunderstood in the advisory world, especially when they're treated as transactional referral arrangements instead of long-term professional relationships. In this episode of The Rare Advisor, host Aaron Grady is joined by practice management consultant Allan Oehrlein to break down what true strategic partnerships really look like and why trust, alignment, and consistency matter more than lead counts. Together, they explore how advisors can identify the right partners through their best clients, evaluate fit using clear criteria, and intentionally design relationships that enhance the client experience. This conversation reframes growth as integration, not promotion, and offers advisors a practical way to build professional networks that support better outcomes over time. Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial For more of The RARE Advisor: https://www.usafinancial.com/insights/rare The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With decades of experience coaching successful advisors, your host, 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, this podcast shares insights and success stories that will 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. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial Powered by USA Financial #usafinancial #advisoradvancement #therareadvisor #rareadvisor
