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“Today: a Reader
Tomorrow: a Leader”
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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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Main event: Client Boxes + Retirement Pyramid + Income Timeline Napkin Presentations.
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Brief summary of Epiphany #23: Under-Promise, Over-Deliver. Be like Scotty from Star Trek.
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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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"I serve small clients. How do I get the clients/leads that advisors with $1M minimums want to get rid of, or won't serve in the first place?" |
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- Open your favorite search engine and enter "financial advisor near me."
- Look at the top five firms that come up.
- Connect with them on LinkedIn and say:
"I serve smaller accounts that most advisors turn away. Would you be open to talking, or do you already have an advisor you are referring clients to that aren't qualified for your services?"
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As quickly as possible, get to:
- 50 securities accounts.
- $50,000 income.
- $50,000 annual recurring revenue (ARR).
Until you do, don't over-analyze the business, just DO. |
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Skill With People by Les Giblin
Les Giblin's timeless classic has what you need to get on the fast track to success at home, at work, and in business. Communicate with impact. Influence with certainty. Listen with sensitivity. |
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#6 ― We are Light on Hype and Heavy on Training |
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“We believe a competent Advisor is a confident Advisor, and a confident Advisor is a productive Advisor.” |
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For over 3 decades we've developed a proven system (2 $200k-earners, 10 $100k-earners, 16 $50k-earners), which includes personal one-on-one mentorship, multimedia training (videos, audios, PDFs, slides), a weekly live group webinar, an 36-year online Wiki, a Telegram group with daily trainings, an active group chat with other Advisors, and many other resources.
What We DON'T Do
- No meetings on the weekends.
- No mandatory live webinars. Optional Monday 1-hour webinar which is recorded.
- No daily check-in calls, webinars etc.
- No rah-rah or pump-up events.
IP Help & Support
- The Home Office team has over 200+ years of combined investment and insurance industry experience.
- Personal account managers to shepherd all cases and issues. Expert transition team that does all paperwork and coordinates ACATs and transfers of all assets to firm platform.
- You will get assistance directly from in-house CFAs, attorneys, actuaries and other professionals who have been CEOs of broker-dealers and other business lines. Out team (AFG) has already tested this with some very large cases.
- They allow an IAR/RIAs to be independent but not alone. Despite their size they know our names (really true). We are not a number to them. They actually listen.
- IP has access to banks and Family Offices for high-net individuals (we've already used this).
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Which one of the following retirement 'risks' is only an issue during the WITHDRAWAL phase (and not an issue during the accumulation phase)? |
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Volatility
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Inflation
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Longevity
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Loss of principle
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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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