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Issue: #488
March 17, 2025 |
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“Life shrinks or expands in proportion to one’s courage.” |
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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. |
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"I got more new clients by meeting people at the gym and when I am out walking my dog, than I did with the fancy schmancy marketing funnel programs that cost me a fortune!" |
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You are making this waaaay to hard.
Forget about the fancy schmancy things - cancel them.
Use your plain old social skills.
If you are an outgoing person, focus your social energy on activities that display your financial value to the people around you. |
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#11 ― AdvisorFirst Dailies Telegram chatroom |
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Read the trainings posted daily in the 'AF Dailies' Telegram chatroom.
It usually requires only 15 - 20 minutes per day. |
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How to Win Friends and Influence People in the Digital Age by Dale Carnegie
An adaptation of Dale Carnegie’s timeless classic for the digital age. This is perhaps the most important book in your career. People skills supersede all other skills. |
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#12 ― Ads, Websites, Marketing, Business Cards etc. |
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“Absorb what is useful, discard what is useless and add what is specifically your own.” |
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Among many other benefits under this heading is the freedom to customize your own business cards and your own website. and even use your own custom email address with your clients!
IP even allows personalized branding, such as “Smith’s Wealth Management” (subject to FINRA and SEC disclosure rules). However, I don't recommend it as it is a compliance intensive and can be confusing to clients. Instead, just get a custom email and website.
IP is very permissive in social media and other marketing programs that many other B/D's don't allow. For example, by signing up with Global Relay ($50/m) you can post marketing pieces on Instagram, LinkedIn, X and Facebook. They allow the customization in email/social media Ads. I've gotten many marketing pieces approved that I was not able to at previous B/Ds. |
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According to Nick Murray, what are the two keys to successful long-term equity investing? |
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- A great advisor and high-performing products.
- Protection of a VA and a good side-fund.
- 20 percent in bonds and good VA.
- High performing product and great advisor.
- Historically defensible returns and faith in future.
- Cryptocurrency and Gold.
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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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