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 […]
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 […]
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.