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Issue: #527 | December 8, 2025 |
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“Weak minds follow emotion. Strong minds follow the plan.
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―Leila Hormozi |
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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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""Any suggestions for getting more referrals as I socialize and meet clients during holidays?" |
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- Get a list of every single person who referred you a client this year.
- Get a thank you card. Not an email, but a paper card.
- Write this:
"Carey worked out great and we're currently working together on some of her family's most pressing needs; thanks so much for the referral. As a benefit to my clients, I am always willing to speak to any of your loved ones who may have a question. Please send them over and I'll always make time to talk, no matter what their financial status."
- Send the card in the mail.
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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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““Absorb what is useful, discard what is useless and add what is specifically your own.”
―Bruce Lee |
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What are the three most important elements of a successful investment strategy? |
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- 1) A Plan you can believe in. 2) An Advisor you can trust. 3) Superior investment performance.
- 1) Advisor. 2) Asset class of investment. 3) Low Cost
- 1) Low Cost. 2) Superior Performance of investment. 3) The Plan.
- 1) Asset class of investment. 2) Advisor. 3) Superior Performance of investment.
- 1) A Plan you can believe in. 2) The asset class of the investment. 3) An Advisor you can trust.
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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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