Why it Matters...
There is no single silver-bullet to become an elite advisor or to run an elite practice. However, there is a chain-of-secrets. These steps (aka, the secrets) effectively string together in a chain that allows for small hinges to swing big, heavy doors – making massive improvements in your overall growth, the value of your business, and the lifestyle you enjoy.
What's Covered...
#1 - Push the Buttons, Pull the Levers (must needed systems & processes)
#2 - The Family Doctor Retains the Patients (gathering 100% of the assets with the ACP system)
#3 - Focus on What You're Most Highly Paid to Do (kill your RPM and other distracting activities)
#4 - Base Transactions to Magnetically Gather Assets (foundational accounts free up equity investing)
#5 - Create a Perennial Recurring Revenue Stream (targeting AUM/AUA and other systematic fees)
#6 - Make Your Customers' Decisions Easy (keeping in the public eye with a proprietary formula)
#7 - Duplicate your Best Clients without Referrals (regenerate ideal clients over and over again)
#8 - Stop Trying to Find Your Mini-Me (start building around the rainmaker)
#9 - Abandon What You're Not Wired For (stop doing paperwork and other BS)
#10 - Increase Your Worth by 20% Instantly (how to track your private stock price)
#11 - Biz Owned by Family Smokes a Family-Owned Biz (a job is worthless; a business is valuable)
#12 - Institutional Combat vs. Collaboration (the partnership that is rocket fuel for success)
BONUS - Protection Against the #1 Loss of Client Assets (winning with the non-financial spouse)
Author Info
Mike Walters is the Chief Executive Officer (CEO) of USA Financial, leading the firm since its inception in 1988. Mike is committed to...
Related Posts
How AI Is Changing Advisor Marketing, Time Management, and Growth with Matt Halloran
Mark Mersman sits down with longtime friend and advisor marketing expert Matt Halloran, now Chief of Angels at Zocks, to unpack how artificial intelligence is reshaping financial advisor marketing, client experience, and growth. From freeing up time through smarter systems to using AI-powered insights for better content, niching, and follow-up, Matt shares real-world examples advisors can learn from today. The conversation also covers why advisors still struggle to differentiate themselves, how trust is built in a tech-driven world, and why podcasting, events, and niche marketing remain powerful when done correctly. If you’re thinking about how to grow smarter—not just faster—this episode delivers practical insights worth considering.
Why Your Team Isn’t Growing (And It’s Not Their Fault)
Delegation is essential for growth, but many advisory firms unknowingly limit their progress by delegating tasks instead of responsibility. In this episode of The Rare Advisor, host Aaron Grady explores a powerful insight shared by USA Financial CEO Mike Walters: true scale happens when advisors delegate ownership, not just checklists. Aaron breaks down why task-based delegation creates bottlenecks, how responsibility-driven delegation builds stronger teams, and a practical framework advisors can use to start making this shift inside their practice.
How to Create Client Events That Actually Generate Referrals
Most financial advisor client events fall flat—not because the information is wrong, but because the experience is forgettable. In this episode of the Financial Advisor Marketing Playbook, Mark Mersman breaks down why traditional seminar-style events often fail and how advisors can design client experiences that drive pride, connection, and organic referrals. Drawing from the principles of the Experience Economy, Mark outlines the four elements every successful client event should include and shares practical, real-world examples of events that create memorable moments clients actually want to talk about and invite friends to.