Newsletter for the Counter-Cultural Retirement Advisor
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Issue #554  |  June 16, 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
“We believe a competent Advisor is a confident Advisor, and a confident Advisor is a productive Advisor.”    ―Michael
LAST WEEK's QUIZ

If a client is Married but Filing Separately what are the income limits to qualify for a Roth IRA?
  1. Same as if filing single.
  2. Same as if filing joint.
  3. Must earn less than $10,000 to have a Roth.
  4. They cannot contribute to a Roth at all.
  5. Only the spouse with the highest incomes can have Roth IRA.
  6. Only the spouse with the lowest incomes can have Roth IRA.

Answer = Choice 3: Must earn less than $10,000 to have a Roth.
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