Newsletter for the Counter-Cultural Retirement Advisor
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Issue: #542  |  March 23, 2026
“He who cannot be a good follower cannot be a good leader.”
―Aristotle
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
“You don't build a business, you build people, then people build the business.”
――Zig Ziglar
LAST WEEK's QUIZ

Under which circumstances are qualified retirement plan distributions likely to receive a tax penalty?
  1. Late distributions only.
  2. Pre-mature distributions only.
  3. Both early and late distributions.
  4. If your AGI is over $250,000.
  5. Only if the distributions are used for non-retirement purposes.
  6. Never.

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