Thank you for joining us! Register today for exclusive access to the Advisor Bluebook Fast-Track.   

Register for Free 30-Day Access

Advisor Bluebook image

As a thank you for joining the O'Shares webcast, Mike Walters, CEO of USA Financial, is offering access to our Advisor Bluebook Fast Track course. This carefully curated series of videos and reports covers an array of practice management topics including:

  • Differentiating yourself as an entrepreneur rather than a business owner and what that means for how you run your practice. 
  • Understanding the difference in positioning for client acquisition vs. market valuation.
  • How to not only identify and segment your clients, but how to use that information effectively and foster growth in your practice. 
  • When and how to hire staff and the best ways to find the right talent.