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Top 5 Rules for Success
1. Find your passion.
2. Read, read, read.
3. Always be competing.
4. Have a model for success.
5. Don’t care what others think.
―Warren Buffett |
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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 client-first, counter-cultural, and sometimes counter-intuitive investment and business philosophy. |
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Main event: Financial Security/Independence Napkin Presentation.
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17 Tips that Guarantee Success #1: Prospect 1,000. Make 1 - 4 prospecting attempts per day, 5 days a week, 50 weeks a year.
“If you say our prospecting question (Coffee Script) to 1,000 people in the next 12 months, at the end of that time you’ll be at the top of this profession and you’ll stay there for the rest of your career.” ―Nick Murray
The secret of happiness is freedom, and the secret of freedom is courage. Specifically, the courage to prospect.
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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 pay $150 a month for pre-written newsletter content. It takes me about an hour every week to format it and get compliance approval. Nobody ever comments back and I wonder if anyone is reading it." |
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Is it possibly because you are regurgitating the Blackrock Quarterly Economic Snapshot, which nobody cares about?
- Just use our free Nick Murray's Client Corner.
- Add the best Capital Group YouTube video and best Capital Group Podcast of the last month.
- Add a few other items, such as the "Financial Tip of the Month" and "Book of the Month".
- Realize, that the primary purpose of the monthly newsletter is to let your clients and prospects know that you are still around and to keep you "top of mind".
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#9 ― Master American Funds |
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Build a Deep Understanding of Capital Group / American Funds.
Be an inch wide and a mile deep in your expertise. It's better to know 99% about 1% of the funds than the other way around. |
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Beyond Referrals by Bill Cates
What's better than getting new referrals? Getting new customers. |
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#10 - The AdvisorFirst Wiki |
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“None are more hopelessly enslaved than those who falsely believe they are free.” |
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―Johann Wolfgang von Goethe |
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Our AdvisorFirst Wiki is 35+ years of experience in one place. It started in 1989 with me taking notes of meetings, audios (cassettes!), videos (VHS!), many books, lessons from other advisors, and, of course, my own experiences. It evolved into a two-day live training course (I charged $35!), and eventually migrated online into it's present form.
It contains scripts, product knowledge, procedures, systems, psychology. insights and much more. It is updated frequently and is your first-stop for help.
It is offered at no cost and open to all advisors, including those who are not part of our AdvisorFirst Group.
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If an employer over-contributed to an employee's SEP-IRA, what are the options? |
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- They must withdraw the excess contributions. No penalty.
- They must withdraw the excess contributions. 10% penalty.
- They can carry the excess forward for one year.
- They can carry the excess forward for three years.
- They can carry the excess forward for five years.
- They can carry the excess forward until the employee retires.
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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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