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1. Securities
1. Securities
Securities
1st Visit Client Appointment
Hints & Tips on Presenting the Finished Plan
Advisory & Fee-Based
Compliance & Frequently Asked Questions
Thoughts on Client Follow-Up
Investmentprinciples
Investmentprinciples
Risk #1: Longevity
1. Invest in the World's Great Companies via Mutual Funds
Avoid the A-Share Upfront Sales Charge to Maximize IRA Contributions
Cap div
What is Compound Interest
What is Dollar Cost Averaging?
Deception of Rate-of-Return & Fallacy of the Hypothetical
Which Elevator Would You Ride In?
Three Purposes
Focus Not on What it is Now, but What it Will Become
Leave It Alone!
Our Investment Philosophy
People vs Products
Intro to Nick's Lifeboat Drills
What Makes Money?
What is Re-balancing?
What is Money? It's Purchasing Power
Sequence
Shares
The Solutions
1: Use Quotes
Two Types of Goals: Retirement vs Static
Objections
Objections
Script 1: The AMF ICA
Against advice
Version 1 - Second Opinion
I'm retired already. I don't have time to wait for the market to come back.
What About Alternatives? (Private equity, options, futures, opportunity funds, derivatives etc) + Tax Harvesting
What if your broker/dealer goes belly-up?
Bonds
Both Spouses Present, or None
Client wants you to read
Withdrawal Rate is Too High
Cryptocurrency
Dont like mutual funds
Enoughretirement
Nick's View of ESG Funds
Fiduciary
Holidays
Why don't I refinance my home, extract cash and invest it in equities?
What Are the "Indexes"?
External Research
The Stocks vs Companies Game
Locked ira
Lost retirement money
What about the Current Crisis?
The Market is Too High
Why not invest in Gold (or other precious metals)?
Performance
Should I Save for My Retirement or My Child’s Education?
Risks
Stocks go up
What about Target-Date or Tactical Funds?
Too young
Troublesome clients
Va ordinary income
Why Does the Variable Annuity have Surrender Charges?
The Fine Art of Waking Away / Lost Client
Why should I hire you? / Are you worth your fee? / What makes you different? / Help vs No-Help / No-Load? / Robo-Advisor? / Artificial Intelligence?
Notes on Onboarding Your Clients
Step 1: Designing the Structure
Prospecting
Prospecting
529-Plans
Professional Profile Photo
Agent Change
Bear market
Introduction
Nick's 13 Principles to Effective Seminars
#1: Start With a Few Eye-Opening Stats
Advise Existing Clients to Fully-Fund Previous Year
Intro
Prospect Lost Their Job
Miscellaneous Prospecting Ideas
Networking Groups
Newly Licensed Rep Intro to Friends & Family
Niche Marketing
Your Origin Story, Principles, Value Proposition & 4-Step Client Process
Partnership marketing
Preparation
Follow-Up Cadence for Paperwork Request
Five-Part Prospecting Kit
Prospecting for Small Businesses Retirement Plans (SBRP)
Introduction to Referrals
Securities
Taxshelters
Taxshelters
Overview
Retirement Tax Shelters
Presenting VAs
2. Life Insurance
2. Life Insurance
Insurance Carriers, Running Quotes and Submitting Applications
Two Variables of Term Life Insurance
Life insurance
Our Life Insurance Philosophy
I have too much invested in my CV policy to change
Life Insurance Opening Lines
3. Other Products
3. Other Products
Living Trusts
Debt Management
4. People Skills
4. People Skills
Closing
People Skills, Social Skills & Friendly Skills
Introduction and Hints & Tips
People skills
Prospecting Principles
Questions Are The Answer
Introduction to Sales
Making a Complex Subject, Simple
5. 52 Epiphanies
5. 52 Epiphanies
1: The 17 Secrets
2: What Would I Do?
Prospect 1,000 people in the next 12 months
Who is Nick Murray?
Introduction
Work Ethic
38 2 keys
50 Securities Accounts
52epiphanies
Three Benefits of having an Accountability Program
Info on American Funds
Conduct Two to Four Client Appointments per Week
Association
Backwards
1. Pursuing Non-Fundamentals
Be Busy
Benefits of an Active & Healthy Client Base
Clients
Ego is the Enemy
Fortitudine Vincimus
Introduction
Why it's Smart for Your Business
Focus on Inputs, Not Outcomes
It's Not about Products, Nor about You, it's About Your Client
Kaizen
What Does "Long-Game" Mean?
Passive Marketing is Avoidance Behavior
What Gets Measured, Gets Improved
The Product isn't the "Product" - You Are
It's Your Mindset
Your Drive and Motivation Comes from Four Things
Obsession
If Progress Stops, Retreat to the Previous Step
Outcomes
1: Prospecting
Over deliver
What is the Pareto Principle?
Parked car
18 Characteristics of Advisors Who "Win"
Always Get Better, but Don't Wait for Perfect
A Variety of "Urgency" Tips
Your Brand
#1: Plan / Strategy
Why Referrals?
What Are Bread-and-Butter Fundamentals?
Simple ≠ Easy
Don't Be an Enabler - Don't "Help" your Clients to Hurt Themselves
Getting Things Done
Why Bother?
It's All About the Week
Do Sweat the Small Stuff
6. Miscellaneous
6. Miscellaneous
What Is the 50GP?
Introduction
What Is It?
Recommended Books
Client's Worksheet
Features of Our Compensation System
Getting Your Custom Website & Email
DocuSign
DST Vision
Activate Your IP Email
Titles
LaserApp
Mailing & Shipping
Miscellaneous Training
How to Watch
Client Email Newsletter
7. Team Building
7. Team Building
IP/AdvisorFirst Advantages
Developing a Team
Team Building Epiphanies
Field Training
Transitioning from Another Firm
Recognition & Achievements
Recruiting Objections / Questions / Issues
Recruiting
Team Building
Advantages
Advantages
Comparsion to Parsonex
Compare to Primerica Financial Services
Admin
Admin
Get started
Markdown
Markdown in 5min
Extra
Extra
About the AdvisorFirst Wiki
Innovation Partners, LLC
The Wiki's Origin Story
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