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Issue #564 • August, 25 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-Tip

Sample product
17 Secrets
Book
Advantages
52 Epiphanies

Last Week's Quiz

According to a PriceWaterHouse study, the tax deferral benefit of variable annuities make up for their higher annual expense when held for longer than X years?
  1. 2 years
  2. 5 years
  3. 7 years
  4. 10 years
  5. 14 years
  6. 20 years

Answer = Choice 2: 5 years

This fact was taken directly from a FINRA continuing education class.

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.