Practice makes perfect
Proper training and guidance are essential to success in any industry. We pride ourselves on creating quality content that can take someone with little to no financial advisor experience and help them create a long and fulfilling career. We have the resources, knowledge, and training to ensure anyone can learn this business and start increasing their earning potential fast!
Training begins with getting licensed. We have partners that offer online courses that you can take at your own pace. Our corporate sponsors provide many tools to accommodate any learning style. Video breakdowns, a glossary to explain all the terms, notecard tools, and many more resources all come included in the course.
Once licensed, the new agent training is a combination of online videos, live zoom courses, and one on one walkthroughs. We even have an entire website we call "The University" dedicated to every carrier and product we sell. That is a LOT of content! Finally, new advisors are given a mentor to help them navigate getting started in this business. We are dedicated to allocating every resource available to the success of our new advisors.