Rookie: Getting Started

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 (2023-08-24)

➕ Added link for Traditional Plan Mock Exam

Everything You Need⁠

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🔼 Updated Sales Kit (May 2023)

Everything You Need⁠

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Resources Update (2023-07-17)

➕ Add

Everything You Need⁠

: Art of Listening

Resources Update (2023-05-15)

➕ 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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