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Issue: #532 | January 12, 2026 |
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“We don't have to be smarter than the rest.
We have to be more disciplined than the rest."
―Warren Buffett
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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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This is the 2-part very simple financial plan. Don't make this business more complicated than it needs to be. |
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Here are the 2026 IRA limits. |
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January 2026 | 8 Page PDF |
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Includes excellent Q&A's and the 2025 Year-End Client Letter.
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"How do I stay inspired to keep going when you feel like you’re talking to crickets?" |
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Very simple: get their attention.
- Email every single person who has blown you off and say this:
"Forgive me for being a nuisance but I've reached out a few times. Are you interested in moving forward or is this not a priority at the moment?"
- Get a response.
- If they don't respond, wait two weeks and then call and say the same message over the phone. Text or leave a voicemail if they don't answer.
- If they don't respond, email them and say this:
"I want to apologize, to sincerely apologize, for not being able to meet your needs. Is there any feedback as to where I fell short?"
- Get a response.
- If they don't respond, call them two weeks later and say the same message over the phone. Leave a VM or text if they don't answer.
- If they don't respond to this, then email once last time and say this (subject line: "
Close the file") "
Forgive me for bugging you here but I haven't heard back and I've reached out twice. Should I close your file?"
- Get a response.
Don't allow people to blow you off; it's bad for your self esteem.
Take control by always getting a response when you talk to someone; don't let it go and expect them to come around. |
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“None are more hopelessly enslaved than those who falsely believe they are free.”
―Johann Wolfgang von Goethe |
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What is the 2026 IRA Contribution Limit for someone under 50? |
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- $8,000
- $5,500
- $6,000
- $6,500
- $7,000
- $7,500
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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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