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: […]
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 […]
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 […]
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. […]
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 […]
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 […]
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. […]
Here is USA Financial’s Tending Report for the First Quarter – 2018. Unfortunately, due to a platform change, this report is no longer available as […]
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 […]
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 […]
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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.