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Issue: #525 | November 24, 2025 |
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“The best ideas explain the most while saying the least." |
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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.
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Main event: 4-Step Client Process
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Tracking Tax Deductions
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Brief summary of Epiphany #47: Be Busy, Act Busy, Don't Be Needy.
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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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"Some marketing companies offer 'done for me' or "written for me' content that I can just plug in. Is it worth it?" |
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There is no clearer way I can express my point: HECK NO.
- Never buy prewritten content (except Nick Murray's Client's Corner).
- If you are paying for prewritten content, cancel the service.
- Instead go to your parents, mother or father in law, uncle, brother, or sister, and say these words,
"Do you have any questions about your 401(k), Social Security, or how to save for retirement."
- Listen to what they say.
- Write a two paragraph response to the best question, get it approved via IP, and send it out as your monthly newsletter and social media posting.
- Repeat the process next month.
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#12 ― AF MasterMind Telegram chatroom |
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Actively participate in our private Telegram AF MasterMind chatroom for AFG Advisors.
Our motto is
'No one is as smart as all of us.'
Ask, Answer, Discuss.
This is one of our most underappreciated but important resources. |
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This book contains 34 essays written by Nick Murray for Dow Jones Investment Adviser magazine between December 1994 and December 1998. It also includes 10 book reviews published in Dow Jones Asset Management magazine in 1997 and 1998. |
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“Absorb what is useful, discard what is useless and add what is specifically your own.”
―Bruce Lee |
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What are the rules for paying individuals for referrals/leads? |
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- I can ONLY pay my CLIENTS, and I CAN make it contingent on the lead buying a product from me.
- I can ONLY pay my PROSPECTS (non-clients), and make it contingent on the lead buying a product.
- I can pay ANYONE, and make it contingent on the lead buying a product.
- I can pay ANYONE, but I cannot make it contingent on the lead buying a product.
- I can ONLY pay my CLIENTS, but I cannot make it contingent on the lead buying a product.
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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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