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Issue: #483
February 18, 2025 |
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“Expert: Someone who brings confusion to simplicity.” |
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Greetings,
Welcome to this week's Advisor Training newsletter. Our goal is to provide training, education and insights for those who adhere to our counter-cultural and sometimes counter-intuitive investment and business philosophy.
- The annual expenses have been reduced from 0.75% to 0.73%.
- The ICA has been added back into the portfolio, which now consists of seven funds.
- AMCAP Fund
- The Growth Fund of America
- The New Economy Fund
- New Perspective Fund
- SMALLCAP World Fund
- Fundamental Investors
- The Investment Company of America
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Co-Main event: Update to my 2nd Favorite Client Piece.
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AMF Growth Portfolio.
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17 Tips that Guarantee Success #15: Nick Murray Interactive Newsletter
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Brief summary of Epiphany #7: The Two Things You Can't Outsource.
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Review of last week's quiz
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Updates, News and Announcements
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and much more...
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Here is the updated 9 Facts of the Market. |
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"I have someone who wants to work with me, but she doesn't want to have the awkward conversation with her current advisor." |
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Give them a script so they don't have to come up with the words to say.
"I'm sorry it's come to this but I'm afraid I've decided to move on and work with another advisor. I thank you for your hard work and dedication, and would be happy to serve as a positive reference for you."
Email these words to the prospect and tell him or her to say it to the advisor. |
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#7 ― The AdvisorFirst Self-Study Curriculum |
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The AFSSC is our self-directed, eight-part curriculum to learning the fundamentals of our business. You complete it in your own time, and is based upon the honor system.
Just inform me once you’re done.
You receive our AdvisorFirst Polo for completing it!
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Around The Year with Nick Murray
Ten-minute daily readings which can, over the course of one year, turn you into the supremely confident and successful advisor you aspire to be.
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#9 ― Streamlined Application Process |
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“It’s not the strongest species that survive, nor the most intelligent, but the most responsive to change.” |
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―Charles Darwin, Naturalist |
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This is one of the most exciting things about our system, at least in regards to the day-to-day process of writing new business.
- Collect the data from your client using our Clients Worksheet.
- Use one of our pre-made templates in DocuSign for whatever app type you're doing (IRA, 529, VA, B/D, Advisory, etc - we have over 60 templates).
- Copy your client's information from you Clients Worksheet to the Docsign template.
- The client signs the DocuSign.
- You sign the Docusing, and you're DONE!
- The completed DocuSign will automatically be sent to New Business and they will check it, and they will enter it into the trade blotter for you, and they will forward it to the fund family.
You don't need to maintain a trade blotter or send the documents to the fund family - all that is taken care of for you! |
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Can 'traditional' distributions from Section 403b or Section 457 be converted directly to a Roth IRA? |
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Michael Paulding Thomas
Securities Principal & Advisor Development
Over three decades of training part-time and full-time financial advisors. Developed 2 $200k-earners, 10 $100k-earners, 15 part-time $50k-earners and built a $1.6M revenue sales force.
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