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Rookies
Rookie: Getting Started
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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.
Change logs:
Resources Update (2023-08-24)
➕ Added link for Traditional Plan Mock Exam
Everything You Need
🔼 Updated Sales Kit (May 2023)
Everything You Need
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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