What's Trending: Can Unemployment Predict the Next Recession?

In this episode of The RARE Advisor, host Aaron Grady and USA Financial Pareto coach and Practice Management Consultant Allan Oehrlein dive into time allocation as a core lever for advisory success. They unpack the biggest time drains—email, unsolicited calls, and open-door interruptions—and lay out a practical framework for calendar rebalancing that starts with personal time, management time, client appointments, dedicated communications windows, “work on the business” time, and high-impact growth activities. With real-world stories showing how advisors shift from reactive days to structured weeks (and even reclaim Fridays), Aaron and Allan share easy-to-implement tips: color coding calendars, scheduling buffers, daily huddles, and call/appointment protocols. If you’re ready to audit your calendar, define your ideal week, and create structure that truly liberates your practice, this conversation is your next step.

In this episode of the Financial Advisor Marketing Playbook, Mark Mersman explores what billion-dollar consumer brands like Peloton, Apple, Airbnb, Disney, and Starbucks understand about loyalty—and how financial advisors can apply these lessons to their own practices. Discover why loyalty is emotional, not transactional, and learn practical strategies to create belonging, simplify your process, showcase identity, design unforgettable experiences, and personalize client interactions. Tune in to transform your value proposition and build a community your clients never want to leave.

In this episode, host Tyler Krzciok recaps the resilience of 2025 despite rising rates, trade tariffs, and a historic government shutdown. Discover which sectors drove S&P 500 growth, why commodities like gold and silver soared, and what themes underperformed. Then, look ahead to 2026: the indicators to watch, sectors with opportunity, and how top advisors are approaching client conversations. From AI and automation to diversification and formulaic investing, this episode is packed with insights to help you stay disciplined and focused on long-term success.