On this episode of Advisor Skinny, Mike Walters reviews many of the contrapositive actions advisors may be doing that are affecting the value of their […]
S2:E7 Driving Valuation Up and Down
Category: Uncategorized
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 […]
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 […]
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 […]
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: […]
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 […]
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 […]
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. […]
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 – 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 […]