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Podcast: The RARE Advisor
Episode: An $84 Trillion Opportunity You Don’t Want to Miss
Description: Capturing new assets is an important factor in growing your business, but if you’re not also paying close attention to the volume of assets that could soon be walking out the door you’re missing out on a tremendous opportunity. In this video, Mike Walters shares what you need to focus on in your practice to successfully maximize retention while also staging yourself to capture even more assets. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvanc... https://advisoradvancement.com/ For more of The RARE Advisor: http://www...