Newsletter for the Counter-Cultural Retirement Advisor
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Issue: #534  |  January 26, 2026
“Smart people learn from everything and everyone.

Average people learn from their experiences.

Stupid people already have all the answers." 

―Socrates
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.
THIS WEEK'S PRO-TIP
The AMF Growth Portfolio updates:
  1. The annual expenses went DOWN to 0.71%!
  2. The annual ROR is over 12% for the last 13 years!
“You don’t own your own business - you ARE your business. Your brand is your name and your face is your logo.”  
―Michael
LAST WEEK's QUIZ

For 2026, how much can you make (MAGI) as a SINGLE-filer and fully contribute to a Roth IRA?
  1. $136,000
  2. $146,000
  3. $153,000
  4. $160,000
  5. $176,000
  6. Unlimited

Answer = 3
BUSINESS MEMES

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.

Securities offered through Innovation Partners, LLC. Member FINRA/SIPC