Leadership & Team
Mike
Walters
Chief Executive Officer
Contact Information
Recent Posts
Work In, On & With Your Business
Welcome to Future Zeros, a series focused on growing and monetizing your financial advisory practice with minimum risk and maximum value. You may have heard of the phrase “getting multiple bites out of the apple” when you sell a business, but you may not know how to actually make that happen. In this inaugural episode, host Mike Walters, CEO of USA Financial, talks about exactly that.
The RARE Advisor: Age Gap Management Challenge
You likely have an age gap management challenge in your practice, and you may not even realize it. There is a huge difference in the perspective of how people in different age groups see the world and their core principles, and you need to figure out how to lead people appropriately in running your business.
What’s Trending: Who Moved that Stock’s Cheese?
In this episode of the Trending Report, we’ll talk about how a stock falls out of favor. It’s a lesson in adapting to change from a business, stock market, and economic perspective. We’ll also dive into market data as of June 7, 2024.