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Advisor Skinny Blog

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

 

 

Advisor Skinny Podcast

The Advisor Skinny Podcast is a business building podcast for financial advisors aimed at helping them enhance the enterprise value of their firm. 

Mike Walters

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

Most Recent Posts

S2:E8 - Outside Forces

S2:E8 – Outside Forces

On this episode of Advisor Skinny, Mike Walters shares some surprising statistics about investors and their actions after a death ...
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S2:E7 Driving Valuation Up and Down

S2:E7 Driving Valuation Up and Down

On this episode of Advisor Skinny, Mike Walters reviews many of the contrapositive actions advisors may be doing that are ...
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S2:E6 The Four Gaps

S2:E6 The Four Gaps

On this episode of Advisor Skinny, Mike Walters explains the four gaps: value gap, advisor gap, valuation gap, and gap ...
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S2:E5 Buying a Practice

S2:E5 Buying a Practice

On this episode of Advisor Skinny, Mike Walters discusses business valuation from the buyer’s perspective. He explains what it means ...
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S2:E4 Selling Your Practice

S2:E4 Selling Your Practice

On this episode of Advisor Skinny, Mike Walters discusses business valuation from the point of view of the seller. He ...
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S2:E3 Contingency Solutions

S2:E3 Contingency Solutions

On this episode of Advisor Skinny, Mike Walters discusses contingency planning and how to prepare for the unexpected as a ...
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Most Popular Posts

On this episode of Advisor Skinny, Mike Walters shares some surprising statistics about investors and their actions after a death in a family. By understanding these forces, an advisor will be better prepared to retain clients’ assets. Listen here: S2E8 ...
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On this episode of Advisor Skinny, Mike Walters explains the four gaps: value gap, advisor gap, valuation gap, and gap value. We learn which can be the most costly to an advisor’s business and some methods to close or mitigate ...
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On this episode of Advisor Skinny, Mike Walters discusses business valuation from the buyer’s perspective. He explains what it means to buy a business rather than a job and how that will ultimately lead to a more successful transition and ...
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On this episode of Advisor Skinny, Mike Walters discusses business valuation from the point of view of the seller. He shares his thoughts on finding the right buyer, how to structure a practice so it’s more valuable to a buyer, ...
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On this episode of Advisor Skinny, Mike Walters discusses contingency planning and how to prepare for the unexpected as a business owner. Join us at: Advisorskinny.com iTunes: https://podcasts.apple.com/us/podcast/the-advisor-skinny-podcast/id1458498447 Google Play: https://play.google.com/music/listen?u=0#/ps/Izjprlaud476kbmiexoozvnmwwy ...
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Join us for this week’s episode of Advisor Skinny where Mike Walters discusses enterprise value. Not all business is weighted the same and Mike offers some ideas on how to think about maximizing enterprise value. Listen here: S2:E2 – Maximum ...
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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 ...
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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 ...
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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.