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1. Investment Principles
1. Investment Principles
1. 4 Core Principles
Risk #1: Longevity
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
Overview
What Makes Money?
What is Re-balancing?
Retirement Tax Shelters
What is Money? It's Purchasing Power
Sequence
Shares
The Solutions
1: Use Quotes
Two Types of Goals: Retirement vs Static
2. Sales
2. Sales
foldername
1st Visit Client Appointment
Hints & Tips on Presenting the Finished Plan
Advisory & Fee-Based
Closing
Compliance & Frequently Asked Questions
Thoughts on Client Follow-Up
People Skills, Social Skills & Friendly Skills
Investmentprinciples
Objections
Notes on Onboarding Your Clients
People skills
Step 1: Designing the Structure
Prospecting Principles
Questions Are The Answer
Introduction to Referrals
Securities
Making a Complex Subject, Simple
Taxshelters
Presenting VAs
1. Prospecting
1. Prospecting
1. 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)
4. Objections
4. 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
Introduction and Hints & Tips
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?
3. Other Products
3. Other Products
2. Living Trusts
3. Debt Management
1.Life Insurance
1.Life Insurance
Index
Insurance Carriers, Running Quotes and Submitting Applications
Two Variables of Term Life Insurance
Life insurance
8. Our Life Insurance Philosophy
I have too much invested in my CV policy to change
Life Insurance Opening Lines
4. Miscellaneous
4. Miscellaneous
1. AFSSC
2. Booking Service
3. Recommended Books
4. Client's Worksheet
5. Custom Website & Email
6. Directory
7. DocuSign
8. DST Vision
09. Newsletters
10. Mailing & Shipping
11. MKOM
1. Compensation
5. 52 Epiphanies
5. 52 Epiphanies
1. 17 Secrets
2. What Would I Do?
3. World Class
4. 50, 50, 50 Milestones
5. Communcation
6. Game-Planning
7. 2 Things Outsource
8. 1,000 Prospecting Attempts
9. 2-4 Client Appontments
10. Marketing B.S.
11. Have an Accountability Program
12. Three Things to Promote to Clients
13. Master American Funds
14. Investor vs Investment
15. Master Nick Murray
16. Passive Income
17. Build a Referral-Based Business
18. Work Ethic
19. Shavings Make a Pile
20. Ego is the Enemy
21. Follow the Money
22. Weekly Basis
23 over deliver
24 parked car
25. Make the Big Moves Intelligently
26. Runnning the System
What Gets Measured, Gets Improved
What Does "Long-Game" Mean?
Always Get Better, but Don't Wait for Perfect
If Progress Stops, Retreat to the Previous Step
Kaizen
Obsession
33. The Power of Association is Only Outweighed by the Power of Dissociation
It's Your Mindset
Your Drive and Motivation Comes from Four Things
36 outcomes
What is the Pareto Principle?
38 2 keys
Fortitudine Vincimus
Your Brand
Why it's Smart for Your Business
Introduction to Sales
Why Bother?
Benefits of an Active & Healthy Client Base
Focus on Inputs, Not Outcomes
The Product isn't the "Product" - You Are
47. Be Busy, Act Busy & Don't Be Needy
Simple ≠ Easy
49. Our Business Can Only Be Understood Backwards, but Must be Worked Forwards
50. $50,000-Income Game-Plan
51. Stand by Your Standards
18 Characteristics of Advisors Who "Win"
52epiphanies
6. Team Building
6. 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
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