Note: if images don't appear please enable "display / load images" in your email program.  Issue #571 • October 12, 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.  This Week's Pro-Tip15-Minute Interview with CEO of Capital Group  On The Rented Seat, Lou Maiuri sits down with Mike Gitlin, CEO of Capital Group, to explore what it means to lead with humility, authenticity, and a long-term view. Mike shares lessons from his early days trading Asian markets to leading a 9,500-person organization, including why relationships and communication must come before strategy, why no company should become synonymous with one leader, and how advisors can embrace AI without losing the human connection clients value most.     Last Week's QuizWhat investment technique in tax-sheltered accounts can potentially increase the long-term rate-of-return, WITHOUT adding new money?
Answer = Choice 2: Rebalancing. Business MemesClick to enlarge images
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