Newsletter for the Counter-Cultural Retirement Advisor
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Issue: #523  |  November 10, 2025
“Dopamine from information gathering is a dangerous drug. Your entire life will change the moment you stop looking for more information and start acting on the information you already have.”
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.
 
If you're not yet part of our AdvisorFirst Group but you'd like to learn more, you can schedule a chat with me.

  • Main event: Prospecting for Small Businesses Retirement Plans. 

  • Review of Nick's November Newsletter

  • Brief summary of Epiphany #45: Stop Trying to Manipulate Outcomes, Rather Improve Your Inputs.

  • Review of last week's quiz.

  • Book of the week.

  • Updates, News and Announcements.

  • and much more...
THIS WEEK'S PRO-TIP

Make referrers feel special by doing two things that nobody else bothers with.
  1. Call them and say thank you. Leave a voicemail if they don't answer. They need to hear your voice saying the words, "thank you."
  2. Send them a handwritten thank you note. Not an email, but a card in the mail. A Forever stamp costs $0.73 and it shows you took extra effort to walk to the mail box.
TOP 17 SECRETS
#11 ― AdvisorFirst Dailies Telegram Chatroom

Read the trainings posted daily in the 'AF Dailies' Telegram chatroom. 

It usually requires only 15 - 20 minutes per day.
BOOK OF THE WEEK

Unlimited Referrals
by Bill Cates


Your goal is to build a referrals-based business. Bill Cates specializes in referrals for financial services professionals.
ADVISORFIRST ADVANTAGES
NEW! #18 - Important Links Collection
“None are more hopelessly enslaved than those who falsely believe they are free.”
―Johann Wolfgang von Goethe

I've created a easy-to-access collection of links (URLs) that are related to day-to-day business. It utilizes "tags" to drill-down to the categories you are interested in.

 

This list will be updated often.

 

I encourage you bookmark it in your favorite browser. I have it set as my Home Page.

 

Visit: links.AdvisorFirst.org
LAST WEEK's QUIZ

You are PROHIBITED from accepting the following from your customers, EXCEPT...
  1. CASH
  2. MONEY ORDERS
  3. CASHIERS CHECKS
  4. TRAVELERS CHECKS
  5. Personal BANK CHECKS

Answer = 5
BUSINESS MEMES

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.

Securities offered through Innovation Partners, LLC. Member FINRA/SIPC