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

In this episode of The RARE Advisor, Aaron Grady and Alan Oehrlein – Practice Management Consultants at USA Financial - discuss the crucial importance of a robust seminar follow-up process. Discover how to implement best practices, from personalized communication and valuable resources to creating a sense of urgency and scheduling immediate appointments. Learn why the follow-up process starts during the seminar itself and how to effectively engage with attendees who may not have signed up for a meeting.

Ever feel like you're juggling too many clients and not getting enough return for your efforts? That’s where client classification can make a world of difference. It’s not just about organizing your client list; it’s about creating a strategy that helps you focus on what really matters: building better relationships, growing your business, driving client advocacy, and having more time for what you love.

Following a strong market performance in 2024, you may be wondering what’s ahead in 2025 – especially after market performance the first couple weeks of the new year. In this edition of the Trending Report, we discuss the critical importance of maintaining an unemotional investment strategy. We'll explore why reacting to short-term market swings can hurt your long-term goals and provide practical tips for staying disciplined and focused on your financial plan - especially during times of change and uncertainty.