Note: if images don't appear please enable "display / load images" in your email program.  Issue #565 • September, 2 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.   September 2026 • 8-Page PDF From Nick... The key item in it, I think, is Client’s Corner. I’ve tried to juxtapose the polar opposite fears of permanent loss and FOMO in a way I hope clients will find thought-provoking. Indeed, I’d encourage even those of you who don’t send out CC regularly to get this one on the record. Elsewhere we take up the question of how the wealth of the older generations may already be reaching – and being spent by – the succeeding generations. My hunch is that this is proceeding on a large and growing scale, and that we should consider how it may be affecting the financial and estate plans of our clients. This Week's Pro-Tip
The world class use other people’s thoughts, ideas, habits and traits. None of us will live long enough to learn all the wisdom from our own experience. Instead, they choose role models who are champions in their elds and learn everything they can from these people. They approach their role models with a beginner’s mindset and a humble attitude.     Last Week's QuizIf an employer over-contributed to an employee's SEP-IRA, what are the options?
Answer = Choice 5: They can carry the excess forward for five years. Business Memes
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