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Advisor Skinny Blog

Read up on the latest leading industry reports and insights from Mike Walters.

 

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News Sifter

Always stay up to date with the Advisor Skinny News Sifter. The sifter contains all of the latest important articles from leading financial publications.

Mike Walters

Mike Walters is the CEO of USA Financial and its five subsidiaries, a noted industry author, blogger, speaker, radio host and money manager.

Most Recent Posts

Moving a Few Miles can be as Difficult as Going Cross-Country...

Moving a Few Miles can be as Difficult as Going Cross-Country…

Target Readers: Advisors struggling with change in their business. Advisors who are friends with Mike. Advisors who work with USA ...
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How Advisors Get Left Behind (hint: it's only by choice)

How Advisors Get Left Behind (hint: it’s only by choice)

Target Readers: Advisors seeking growth and direction. Advisors struggling to adapt and change as the industry evolves. Advisors looking to ...
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The Conundrum of Socially Responsible Investing

The Conundrum of Socially Responsible Investing

Target Readers: Investors confused by socially responsible investing. Advisors considering additional emphasis on socially responsible investing. Advisors struggling to gain ...
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USA Financial Trending Report - Second Quarter 2018

USA Financial Trending Report – Second Quarter 2018

On April 1, 2018 we celebrated 30 years in Business at USA Financial. I’m assuming most who are reading this ...
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Are you an Entrepreneur (or are you Self-Employed)?

Are you an Entrepreneur (or are you Self-Employed)?

Target Readers: Those trying to determine how they want their business to grow. Those who are not sure if they ...
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Important Hiring Perspective(s) as You Grow

Important Hiring Perspective(s) as You Grow

Target Readers: Those building their business via staff and hiring. Those struggling to find good candidates.  Those with a poor ...
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Related Blogs

Most Popular Posts

Target Readers: Advisors struggling with change in their business. Advisors who are friends with Mike. Advisors who work with USA Financial. Talking Points: Once you begin, you might as well keep the momentum going. Short-cuts are seldom short-cuts. Pruning & ...
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Target Readers: Investors confused by socially responsible investing. Advisors considering additional emphasis on socially responsible investing. Advisors struggling to gain traction with socially responsible investing. Talking Points: Is socially responsible investing as popular as the media promotes? Will millennials finally ...
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On April 1, 2018 we celebrated 30 years in Business at USA Financial. I’m assuming most who are reading this have not spent their career in the financial industry, so rather than focus on the minutia and details of “our” ...
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Target Readers: Those trying to determine how they want their business to grow. Those who are not sure if they are an “income earner” or a “business builder.” Those who have hired staff and/or need to hire staff. Talking Points: ...
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Target Readers: Those building their business via staff and hiring. Those struggling to find good candidates.  Those with a poor track record in successful hiring. Talking Points: How to weed out bad candidates quickly. Understanding what instincts are needed for ...
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Target Readers: Those confused by the DOL Fiduciary Rule and current news. Those in denial and/or not adhering to the current rule status. Those who have received erroneous info from IMOs/FMOs. Talking Points: Like it or not the DOL rule ...
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USA Financial Radio

USA Financial Recent Trending Reports

USA Financial Trending Report - Second Quarter 2018
On April 1, 2018 we celebrated 30 years in Business at USA Financial. I’m assuming ...
Read More
Trending Report First Quarter 2018
Here is USA Financial’s Tending Report for the First Quarter – 2018. Unfortunately, due to ...
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Trending Report Fourth Quarter 2017
Here is USA Financial’s Tending Report for the Fourth Quarter – 2017. Unfortunately, due to ...
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Trending Report Third Quarter 2017
Here is USA Financial’s Tending Report for the Third Quarter – 2017. Unfortunately, due to ...
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Trending Report Second Quarter 2017
Here is USA Financial’s Tending Report for the Second Quarter – 2017. Unfortunately, due to ...
Read More

This site is meant for advisors use only and is not directed toward individual investors. Strategies discussed are for informational purposes only and not meant as specific financial advice. The ideas shared may not be suitable for all potential clients. Mike Walters is not an attorney or tax advisor. Please consult with a qualified attorney or tax advisor for specific advice. Mike Walters is an investment advisor representative of and securities are offered through USA Financial Securities. Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301.