Junior Advisor Training

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Junior Advisor Training

Where you start, is not where you end…

Choose your onboarding path. We have 3 Clear Paths. They all lead to success. You progress at your own pace!

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Path 1

Goal : Licensing

This person is focused on licenses. They have no immediate client appointments. They go at their own pace.

Time frame on this path should be 3-12 months.


Choose Path 1


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Path 2

Goal : Income & Independence

This person is focused on generating some part-time income. They have occasional client appointments.

Time frame to competence on this path is 3-6 months.


Choose Path 2


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Path 3

Goal : Full-time

This person is focused on going and staying full-time. They are fully engaged in every aspect of the business, with consistent client appointments and a growing income.

Time Frame to Independence on this path is 6-12 months.


Choose Path 3

Choosing the right path is very important to your journey and experience!

It is ok to choose a path today and then adjust based on your family situation or person needs. NEVER feel bad about doing what is best for you and your loved ones.


Path 1


Path 2


Path 3