Note: if images don't appear please enable "display / load images" in your email program. 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. Make sure to select “1080” quality in Youtube This Week's Pro-TipThe 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. Last Week's QuizWhat 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?
Answer = Choice 2: $1,000,000 Business MemesClick to enlarge images
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