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Issue #553 | June 8, 2026 |
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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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A parable to sell the invisible: advice, knowledge and wisdom. |
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“You don't build a business, you build people, then people build the business.”
―Zig Ziglar |
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According to Nick Murray, when a client insists on 'play money' (individual stocks, crypto, real estate, etc), what percentage of the client's portfolio may be acceptable for speculation? |
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- 0%. None. Ever.
- Allow 5%, perhaps 10%, maximum 20%.
- Possibly 5% but never more.
- 25% absolute maximum.
- 50% absolute maximum.
- Any amount the client wants.
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Answer = 2
Allow 5%, perhaps 10%, maximum 20%. |
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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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