Note: if images don't appear please enable "display / load images" in your email program. |
|
|---|
|
Issue: #517 | September 29, 2025 |
|
|---|
|
“The purpose of knowledge is action, not knowledge.”
―Aristotle |
|
Greetings,
Welcome to this week's Advisor Training newsletter. Our goal is to provide training, education and insights for solo/independent Advisors who adhere to our client-first, counter-cultural, and sometimes counter-intuitive investment and business philosophy.
|
|
|---|
|
|
-
Main event: Tom Hess' Variable Annuity Client Case Study
- Brief discussion on Broker/Dealer vs Fee-Based
-
17 Tips that Guarantee Success #11: AdvisorFirst Dailies Telegram chatroom Read the trainings posted daily in the 'AF Dailies' Telegram chatroom.
- Brief summary of Epiphany #39: Fortitudine Vincimus. for-ti-tu-de-nay - vin-kee-mus = by endurance we conquer.
|
|
|---|
|
|
October 2025 | 8 Page PDF |
|
|---|
|
- Excellent piece on Gold.
- The Client's Corner has a wonderful piece on Companies vs Stocks.
|
|
|---|
|
"I have these four people that I'm waiting to close, but they won't sign." |
|
|---|
|
This is like watching plants grow.
- Make one final, clear attempt to close the deal. Use the Quiz or Blunt email.
- If it doesn't work, leave them alone for 10 weeks.
- Make sure you are connected with them on social media. Do everything you can to be awesome on social media; it shows social credibility at the very least.
- Make sure they are on your email newsletter and send out one a month.
- Do not try to control, force, or manipulate. It's awful and diminishes your self image.
- Confidently move on to other prospects. Smile and spend two hours a day reaching out to new, positive people that you can give to, who will energize you, and where you can make a difference.
- Follow up every three months until they either flat-out say "No", they agree to be your client, or they pass away. These are the only acceptable reasons the calling campaign should end.
- A lot of times, prospects reject you or stall moving forward for reasons that are not logical or based on solid reasoning. It can become a cat-and-mouse game where they hide these reasons from you on purpose.
Your only defense is to be awesome without them, but persist and make sure they understand that you aren't going away until the nail is in the coffin. |
|
|---|
|
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. |
|
|---|
|
The New Financial Advisor
by Nick Murray
This is an essential read for anyone who is thinking of becoming a financial advisor. Nick really helps you understand how to build your business properly." |
|
|
|
|
"You don't build a business, you build people, then people build the business.”
―Zig Ziglar |
|
|---|
|
We have a sensible recruiting philosophy. It's not MLM and not “corporate”. It works the way you would expect. It’s “common sense”. We won’t change the system after you’ve built your team and cut you out. We won’t steal your reps from you. If you want to build a team of one (yourself), or five Advisors, or 100 Advisors - that’s fine. We will support you and always give you the override.
Our system is simple, elegant and fair ― the override is simply the difference between your contract level and your downline’s. It only changes if you and/or your downline get promoted, but we will never manipulate your team or fuddle with your overrides.
We pay overrides on Securities, Advisory, Life Insurance, Living Trusts and all other products that we market. |
|
|---|
|
What is the lowest American Funds A-share breakpoint where there is NO upfront sales-charge to the client, but the Agent still gets paid upfront? |
|
|---|
|
- 750,000
- 1,000,000
- 1,500,000
- 3,000,000
- 10,000,000
- none
|
|
|---|
|
Answer = 2 - $1M
Watch MKOM for a discussion on an Advisor that would capture fee-based accounts using this feature. |
|
|---|
|
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.
|
|
|
|
|
|
| |
|
|
