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 […]
Moving a Few Miles can be as Difficult as Going Cross-Country…
Author: Mike Walters
Blogger, CEO, Syndicated Radio Show Host, Investment Advisor, and Consultant.
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 increase profits and/or the value […]
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 traction with socially responsible investing. […]
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 have not spent their career […]
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 are an “income earner” or […]
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 track record in successful hiring. […]
The 4-Corners of the DOL Fiduciary Rule as things stand TODAY!
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 […]
DOL Fiduciary Rule – Upheld – or Not!?!?
Here’s the Skinny, The 10th District Court of Appeals just upheld the DOL Fiduciary Rule. It was “argued that the DOL rule treated fixed indexed […]
DOL Fiduciary Rule – Violation Charges – Proof the DOL Rule is “Live”
Here’s the Skinny, As recently stated in the news, “Massachusetts charged Scottrade with dishonest and unethical conduct and failure to supervise, in what is the […]
Everyone on Staff is in Sales (whether they realize it or not)
Here’s the Skinny, I’ve been saying for years, “anything you ever do to earn income requires selling.” There are obvious direct sales roles, but even the “best” […]