Newsletter for the Counter-Cultural Retirement Advisor
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Issue: #547  |  April 27, 2026
“The simple act of sending a birthday card has the power to alter completely your relationship. This approach does not work with Christmas cards, or other major holiday cards. Everybody knows it's Christmas, but not enough people know it's your birthday.”
 ―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
The Key to Success from Angela Duckworth

"One characteristic emerged as a significant predictor of success. And it wasn't social intelligence. It wasn't good looks, physical health, and it wasn't IQ. 

 

It was grit."
LAST WEEK's QUIZ

Over long periods, markets significantly beat inflation. Small U.S. companies have averaged approximately about X% since Y.
  1. 8% since 1926.
  2. 8% since 1931.
  3. 12% since 1926.
  4. 12% since 1931.
  5. 10% since 1934. 
  6. 10% since 1931.

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