Rookie Starter Pack

Rookie Roadmap

Trainings and Activities

Prospecting Techniques

Deepening the Purpose

Everything You Need

This Rookie Milestone will help you set your expectations for the Journey you’ll go through as a rookie. Trainings, meetings and materials are available for you.

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Change logs:

Resources Update (August 21, 2023)

➕ Add

Everything You Need⁠

: Art of Listening

Resources Update (August 21, 2023)

➕ Add

Everything You Need⁠

: Prescribed Flow of Presentation

✅ Fixed

Everything You Need⁠

: Rookie Starter Kit, Hyperlink added

✅ Fixed

Everything You Need⁠

: Sales Kit, Hyperlink added

➕ Add

Trainings and Activities⁠

: Activity Standards for Full-Timers and Part-timers, Hyperlink added

✅ Fixed

Trainings and Activities⁠

: Your First Year as Financial Advisor Audio Book, hyperlink added to fix issues on not playing the audio

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