Newsletter for the Counter-Cultural Retirement Advisor
Note: if images don't appear please enable "display / load images" in your email program.
Issue #558  |  July 13, 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
How to Take Charge of Your Life (video) by Jim Rohn

One of the best videos from one of the best. 125 minutes and worth every second.
“None are more hopelessly enslaved than those who falsely believe they are free.”
―Johann Wolfgang von Goethe
LAST WEEK's QUIZ

According to Nick Murray, what COULD bonds be good for?
  1. Hedging against retirement volatility.
  2. Funding of fixed needs that have a time-horizon of less than 3 years.
  3. Reduce fluctuations in the accumulation phase.
  4. Help reduce taxes on investment income.
  5. Never use bonds. Ever.

Answer = Choice 2: Funding of fixed needs that have a time-horizon of less than 3 years.
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