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Issue: #531 | January 5, 2026 |
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“Set long-term goals for direction. Set short-term goals for action.”
―Stijn Noorman |
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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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"I'm looking to make sure I have a couple of places to go for leads, but starting up relationships in an adjacent niche is time consuming, and I don't want to spread myself too thin either." |
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- You need three separate lead sources operating at one time.
- Example: You publish one email newsletter a month that brings in some referrals, you post to social media daily and send out LinkedIn messages, and your website is optimized for SEO keywords relevant to your target client.
- If one of these methods are not producing leads, revise it until it goes, or find another method.
- You don't have to go full on with all three methods at the same time, but keep three running at all times.
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According to Nick Murray, what are the two withdrawal strategies for retirement? |
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- 1) VA Income Rider. 2) 100% Equities plus Side Fund.
- 1) VA Income Rider. 2) 80/20 allocation.
- 1) 100% Equities plus Side Fund. 2) 80/20 allocation.
- 1) Bond ladder. 2) 80/20 allocation.
- 1) Bond ladder. 2) VA Income Rider.
- 1) Bond ladder. 2) 100% Equities plus Side Fund.
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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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