Newsletter for the Counter-Cultural Retirement Advisor
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Issue: #545  |  April 15, 2026
“Our profession rewards us not for what we know, but for what we do, and for what we are able to convince other people to do. ”
 ―Nick Murray
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
Your Nick Murray Journal

Create a “Nick Murray Journal” for yourself where you catalog the best ideas, scripts, aphorisms, phraseology, memes, and philosophies from him and other sources.

 

Refer to it often, and keep adding new insights and epiphanies. I recommend using an electronic system that syncs between your phone/tablet/desktop/laptop (such as Joplin).
“In dealing with your career and its inevitable changes, you must think in the following way: You are not tied to a particular position; your loyalty is not to a career or a company. You do not hold on to past ways of doing things, because that will ensure you will fall behind and suffer for it. You are flexible and always looking to adapt.”    
―from Robert Greene's Daily Law's, Jan 6
LAST WEEK's QUIZ

On average, the market drops -X% every three years.
  1. -5%
  2. -10%
  3. -15%
  4. -20%
  5. -30%
  6. -40%

Answer = 3

This is part of the Lifeboat Drills
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