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Advisor Skinny

Category: Practice Management

S2:E8 – Outside Forces

October 18, 2019Mike Walters 0
S2:E8 – Outside Forces

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 […]

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S2:E6 The Four Gaps

October 4, 2019October 11, 2019Mike Walters 0
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 value. We learn which can […]

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S2:E5 Buying a Practice

September 12, 2019October 11, 2019Mike Walters 0
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 to buy a business rather […]

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S2:E4 Selling Your Practice

September 5, 2019October 11, 2019Mike Walters 0
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 shares his thoughts on finding […]

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S2:E3 Contingency Solutions

September 4, 2019October 11, 2019Mike Walters 0
S2:E3 Contingency Solutions

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: […]

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S2:E2 Maximum Enterprise Value

August 22, 2019October 11, 2019Mike Walters 0
S2:E2 Maximum Enterprise Value

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 […]

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S2:E1 Business Value and Alignment

August 15, 2019October 11, 2019Mike Walters 0
S2:E1 Business Value and Alignment

On this episode of Advisor Skinny, Mike Walters starts the discussion around business valuation. He shares his thoughts about beginning the process, engaging professionals to […]

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Important Hiring Perspective(s) as You Grow

April 4, 2018July 30, 2018Mike Walters 0
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. […]

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The 4-Corners of the DOL Fiduciary Rule as things stand TODAY!

March 19, 2018July 30, 2018Mike Walters 0
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 […]

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DOL Fiduciary Rule – Violation Charges – Proof the DOL Rule is “Live”

February 27, 2018July 30, 2018Mike Walters 2
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 […]

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