MPT Mailing Lists https://n.advisorfirst.org Mailing list archive AF Newsletter #559, July 20, 2026: ICA 5 Guide: Klausens + much more... https://n.advisorfirst.org/archive/5ba3cd80-74c4-44dc-b136-ecfdad3bb2e7

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Issue #559 | July 20, 2026

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.

If you're not yet part of our AdvisorFirst Group but you'd like to learn more, you can schedule a chat with me.

MKOM Video

This Week's Pro-Tips

  • The FINRA gift allowance has increased to $300 per client per year.
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17 Secrets
Book
Advantages
52 Epiphanies

Last Week's Quiz

What is the best description of Rebalancing?
  1. Selling expensive shares to buy cheap ones on a fixed schedule.
  2. Sell cheap shares to buy rising ones.
  3. Re-allocating bonds vs equities.
  4. Re-allocating domestic vs international.
  5. Re-allocating mutual funds into variable annuities.

Answer = Choice 1: Selling expensive shares to buy cheap ones on a fixed schedule.

Business Memes

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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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