Note: if images don't appear please enable "display / load images" in your email program.

AF Header
Issue #563 • August, 18 2026

Greetings ,

Based upon the many generous emails, messages and Telegrams I recieved I will continue the weekly MKOM recordings and the Advisor newsletters.

Feel free to post topics on Telegram that you would like covered in future episodes.

Also, if you've never replied to this newsletter via email, please take a moment and do so. My custom email address is less than a year old and your reply will help avoid the spam filters.

MKOM Video

This Week's Pro-Tip

The Two Question Close

This is the best, simplest and least aggressive close. Say it slowly and deliberately after you’ve presented your finished plan and your prospect has stopped asking questions.

  1. "Can you see that this program will enable you to enjoy your golden years in complete financial security?"

  2. “If you were ever going to begin that journey, when do you think would be the best time to begin?”

17 Secrets
Book
Advantages
52 Epiphanies

Last Week's Quiz

Client has an existing American Funds account of $50k in C-shares. You open another account for the same client for $60k A-shares.

Which breakpoint does the new $60k qualify for?

  1. $100k. C and A-share count together.

  2. $50k. C and A-share don't count together.

Answer = Choice 1: $100k. C and A-share count together.

Business Memes

business meme
Sample product

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.