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Issue #567 • September, 14 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.


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Make sure to select “1080” quality in Youtube

This Week's Pro-Tip

Pro-Tip

The Iron Triangle (also called "Pick Two" and "Triple Constraint") is a graphic aid where the three attributes show on the corners of the triangle to show opposition. It is useful tin selecting which two of three values are most important.


17 Secrets

Book

AF Advantages

52 Epiphanies

Last Week's Quiz

What is the lowest American Funds A-share breakpoint where there is NO upfront sales-charge to the client, but the Agent still gets paid upfront?
  1. $750,000
  2. $1,000,000
  3. $1,500,000
  4. $3,000,000
  5. $10,000,000
  6. none

Answer = Choice 2: $1,000,000


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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.