HeyJaredThe RARE Advisor
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to grow a successful practice.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
The Hiring Mistake That Can Stall Your Growth (opens the original)
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When is the right time to make your next hire? Most advisors wait until they're overwhelmed, client service starts slipping, and their team is already operating at full capacity. In this episode of The Rare Advisor , Aaron Grady explores the difference between reactive hiring and intentional hiring, breaks down the key capacity signals advisors should watch for, and shares a practical framework for evaluating when hiring can unlock growth rather than simply relieve pressure. Learn how to identif
Stop Solving Every Problem for Your Team (opens the original)
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Many financial advisors become the default answer machine inside their firms without even realizing it. In this episode of The RARE Advisor , Aaron Grady introduces the 1-3-1 Exercise, a simple leadership framework designed to help advisors develop stronger problem-solvers, better decision-makers, and more independent team members. Learn how one problem, three possible solutions, and one recommendation can transform everyday challenges into opportunities for leadership development, ownership, an
Make Your Invisible Value Tangible (opens the original)
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Most financial advisors provide far more value than their clients realize. The challenge isn't delivering value, it's communicating it. In this episode of The Rare Advisor , Aaron Grady breaks down the thinking behind the Legacy Package and reveals how advisors can transform invisible value into an unforgettable client story. Learn how to identify the services you're already providing, organize them around meaningful client outcomes, and create a memorable experience that strengthens relationshi
Financial Advisors: Will Your Clients' Children Keep You? (opens the original)
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Most advisors recognize the importance of multi-generational planning, but very few have a repeatable process to build relationships with clients' children and grandchildren before a major life event occurs. In this episode of The Rare Advisor , Aaron Grady breaks down the Family Phone Call process step-by-step, including how to introduce the idea, schedule the call, involve next-generation advisors, follow up effectively, and track success over time. Learn how this simple but powerful framework
Are You Building Leaders, or Just Better Followers? (opens the original)
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How do you move from building a successful financial advisory practice to building a sustainable firm that thrives beyond you? In this episode of The Rare Advisor , Aaron Grady is joined by Steve Phillips and Allan Oehrlein to explore the leadership shifts required to develop future leaders inside your organization. Learn why leadership doesn't emerge by accident, how to identify true leadership potential, and a practical framework to develop ownership, influence, decision-making, and growth wit
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