Newsletter for the Counter-Cultural Retirement Advisor
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Issue #551  |  May 25, 2026
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

A parable to sell the invisible: advice, knowledge and wisdom.
“Relentlessly cut costs.”    ―Sandy Weill
LAST WEEK's QUIZ

According to Nick Murray, what are the two keys to successful long-term equity investing?
  1. A great advisor and high-performing products.
  2. Protection of a VA and a good side-fund.
  3. 20 percent in bonds and good VA.
  4. High performing product and great advisor.
  5. Historically defensible returns and faith in future.
  6. Cryptocurrency and Gold.

Answer = Choice 5: Historically defensible returns and faith in future.


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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