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Issue: #544 | April 6, 2026 |
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“There are 290,000 financial advisors in America. 212,000 (73%) of those own a Capital Group strategy for their clients.
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―Mike Gitlin
CEO & President of Capital Group |
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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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Remember, fear is the cause of avoidance behavior which is the bane of prospecting. |
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“Independent agents aren’t tied to one company, so they can offer you more options, saving you time and money.”
―Dave Ramsey |
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On average, the market drops -X%, Y times per year. |
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- 1% 3 times per year.
- 5% 4 times per year, and -15% once per year.
- 5% once per year, and -10% 3 times per year.
- 5% two times per year, and -10% once every 18 months.
- -10% 2 times per year. F: -12% once per year, and -5% twice a year.
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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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