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

AF Newsletter Header
Issue #568 • September, 21 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 Thumbnail
Make sure to select “1080” quality in Youtube

This Week's Pro-Tip

Feel. Felt. Found.

An elegant and simple transition from getting an objection to answering it.

17 Secrets
Book
AF Advantages
52 Epiphanies

Last Week's Quiz

Larry is 60 years old and has a Roth IRA that has been open for 8 years. His total contributions are $60,000 and it is now worth $83,000. He takes a distribution of $23,000. The distribution is taxed at what rate?
  1. 15 percent.
  2. Ordinary income rate (OI).
  3. Long-term capital gains rate (LTCG).
  4. OI -or- LTCG, whichever is greater.
  5. Not subject to tax.

Answer = Choice 5: Not subject to tax.

Business Memes

Click to enlarge images
meme
meme
meme
meme

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.