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The AdvisorFirst Group is an informal network of Advisors and Branches within our firm. We are a State-of-the-Art, Innovative, Independent, Cutting-Edge, Modern training organization that is built upon an Open-Architecture Platform.

• Read Robert Greene's TDL 11-24 - Seek the Upward Pull of the Group

• We believe a competent Advisor is a confident Advisor, and a confident Advisor is a productive Advisor.

• We believe in "open-source" ideas. Our intention is to share and give everything we have in that it may be useful to others. We freely distribute resources and encourage others to modify and improve upon them. In fact, most of what we have we have procured from others. This is the wonderful "cross-pollination" philosophy of our Group. However, we do ask two things in reciprocity:

• Please give credit where credit is due. A little fame makes one feel good.

• Share with us anything that works for you and your team.

• We are all working together to achieve our entrepreneurial goals - so we call upon you to help, share, teach, listen, distribute, and hold nothing back! It really comes back to you in the end.

• We are not in the babysitting business. We serve the top performers and those who are totally committed to claw their way up to become top performers. Which is why our training is geared toward helping you reaching world class performance - not motivational drivel to lure the lazy off the couch.

• There comes a moment in one's career where it suddenly dawns upon you that those basics, those boring fundamentals, are truly the keys to success. In any progressive endeavor, it is easy to fall in love with the new shiny penny or the new girl in the cafeteria or this thing that demands CAPITAL letters to describe its awesomeness. I've been there, I've done that…many times. And, sadly, I circle around back to literally what I learned in kindergarten of strength education: It’s the fundamentals. It’s the basics .

• Certainly, we progress. Certainly, we add on, tack on, add some paint, toss in some glitter and make it prettier sometimes. But, never forget the fundamentals; never lose sight of the basic truths .

• “Show Up” is and always will be the foundational success principle and “Thank you” will never be surpassed as the right thing to say in so many of life’s situations.

• You will find that as a team we use the latest technology and at times that may feel overwhelming to you. We are willing to mentor you through this process and make sure you can take full advantage of our resources.

• Visit the AdvisorFirst Dailies Telegram Chatroom daily for training and education (1 - 4 posts per day).
• Visit the AdvisorFirst Mastermind Advisor Telegram Chatroom daily for updates, news, announcements and engage in discussions. This is where you can ask questions and provide answers.
• If you're just getting started please complete the AdvisorFirst Self-Study Curriculum.

Only approved titles may be used by securities reps. Regardless of the medium for which you are communicating (ie social media, business cards, email signatures, etc.) you may only use the approved titles chosen by the Compliance Department.

• Financial Consultant or Insurance Agent (for Life-only licensed reps).
• Registered Representative (RR) (Series 6).
• Financial Advisor or Investment Adviser Representative (IAR) (if you hold a Series 65 license).
• Registered Principal (if you hold a series 26 license).
• Branch Manager (if you are a FINRA registered Branch Manager).

• Revenue, Production, or Gross Dealer Concession (GDC) = the totel revenue payout from our product providers.

• ARR = Annual Recurring Revenue. This is annual securities revenue, expressed in GDC, this is residual, meaning it pays-out annually (sometimes quarterly, but we measure it on an annual basis). The is generated from 12b-1 trails, c-shares, variable annuities, fee-based and automatic monthly drafts (AMD).

• DCA = Dollar Cost Averaging. When a client sets-up a consistent, electronic monthly transfer from their checking account to their investment account. This is also referred to as "Pre-Authorized Checking (PAC)" or "Electronic Funds Transfer (EFT)".
• AMF = American Funds.
• ICA = Investment Company of America mutual fund.
• GFA = Growth Fund of America mutual fund.
• NPF = New Perspective Fund mutual fund.

• CUSIP = Committee on Uniform Security Identification Procedures are 9-character alphanumeric security identifiers for all North American securities to facilite clearing and settlement of trades.
• FINRA = Financial Industry Regulatory Authority is a private, non-governmental self-regulatory organization established in 2007.
• SEC = The Securities and Exchange Commission is an independent federal government agency created by Congress in 1934. While the SEC holds broad authority to enforce federal securities laws and oversee the entire market, FINRA operates under the supervision of the SEC with a narrower mandate focused specifically on regulating broker-dealers and their registered representatives.