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Module 1: Business Overview

  • Section 1: Overview of the Advisor’s Business
  • Section 2: Internal Information and Access
  • Section 3: Business Resources
  • Section 4: Company-Specific Information

Module 2: Acquisition of Clients

  • Section 1: New Prospects
  • Section 2: Client Onboarding
  • Section 3: Time Management & Prioritization

Module 3: Maintenance of Clients

  • Section 1: Client and Policy Maintenance
  • Section 2: Regular Reporting
  • Section 3: Proactive “Get In Touch” Strategies
  1. Determine a training schedule with your assistant.
  2. Start building a video training library by recording all your meetings/training as you go.
  3. Conduct frequent check-ins with your assistant.
  4. You can either start with Module 1 or start with the module you feel you need help with the most.
  5. Join our monthly Ask Us Anything Zoom calls on the 2nd Thursday of every month.

Library of Resources