Note: if images don't appear please enable "display / load images" in your email program.  Issue #566 • September, 7 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.  I ran the hypo for Louie the Loser using the same investment day every year for 20 years.
This Week's Pro-Tip
Nasty Words vs Go-Ahead Words Few professionals put much thought into the words they use when speaking with clients. Words have the power to make or break a sale at any stage. Often times it's how you say it, as much as what you say.     Last Week's QuizLarry purchased a variable annuity with $10,000 of after-tax money. It now has a cash value of $19,000 and he cashes it in. What is Larry's tax obligation?
Answer = Choice 2: $9k of gain is taxed as ordinary income Business MemesClick to enlarge images
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