Newsletter for the Counter-Cultural Retirement Advisor
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Issue: #537  |  February 17, 2026
“If more information was the answer, then we’d all be billionaires with perfect abs. ”
 ―Derek Sivers
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
Question from an Advisor

"What's a good close ratio?"

A good close ratio is: 90% for warm leads and 50% for cold leads.
“In the beginning I looked around and, not finding the automobile of my dreams, decided to build it myself.”
―Ferdinand Porsche
LAST WEEK's QUIZ

Which type of retirement plan does NOT have a catch-up for those over 50?
  1. Roth IRA
  2. Simple IRA
  3. SEP IRA
  4. Traditional IRA
  5. 401k
  6. Solo 401k

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