The Training Experience

From the recent college graduates to the most seasoned professionals, our training covers every aspect of planning to enhance your career growth and earning potential. We will help you gain the knowledge and expertise you need in order to become successful. Our training program is broken down into 4 categories: Orientation/Phase I, Phase II, Phase III, and Phase IV.

Orientation & Phase I Training

Orientation & Phase I Training

3 month program
Transition Playbook
Get integrated with our culture
Create the business development habits for success
Phase I Training - Full Integration of Playbook Philosophy & Strategies
State Life & Health Insurance Licensing

Phase II - Advisor Faculty

Phase II - Advisor Faculty

12 month program - Tailored for our Young Professional Program as well as our Experienced Advisor's
Only our top Advisor's are chosen to instruct & mentor our new associates
Creating the ideal client experience
Join a successful team
FINRA Licensing

Phase III - Advanced Planning Strategies

Phase III - Advanced Planning Strategies

36 month program
Advanced Planning Strategies & Industry Meetings Education (NAIFA, AALU, FPA, LBS*, CFP, CLU, ChFC, RICP)
Marketing

Phase IV - Converting Practice to a Business

Phase IV - Converting Practice to a Business

5+ year Advisor's
Converting your Practice to a Business
Leadership Role (firm management)
Team or Unit Leader (mentor)
DBA Office Locations
Strategic Partners, branded in a market

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