Fast Start

Welcome to the Fast Start program – your comprehensive roadmap to building a successful business quickly and effectively. The first 90 days determine your trajectory, and this program provides the systems, knowledge, and support needed to build momentum that carries you through your entire career.

Why Fast Start Matters

Statistics show that advisors who follow structured onboarding programs are 3x more likely to succeed long-term. Your Fast Start isn’t just about quick results – it’s about building the right habits, knowledge base, and business systems that create sustainable success from day one.

What You’ll Master

This section covers four critical areas of rapid business development:

1. Onboarding Excellence

Step-by-step process to bring new advisors onboard effectively:

Day 1-30 Plan: Critical actions for your first month
Business Setup: Systems, tools, and infrastructure
Goal Setting: Establishing realistic and motivating targets
Time Management: Structuring your day for maximum productivity
Mentor Relationships: Getting the most from coaching and support
First Client Acquisition: Strategies to get early wins and build confidence

2. Field Training Mastery

Practical, in-the-field training that builds real-world skills:

Shadowing Experiences: Learning from successful advisors in action
Role-Playing Scenarios: Practice sessions for common situations
Client Meeting Observation: Seeing best practices in real environments
Live Coaching: Real-time feedback and guidance during actual activities
Skill Assessment: Identifying strengths and areas for development
Graduation Criteria: Knowing when you’re ready for independence

3. Licensing & Compliance

Step-by-step guidance for getting and maintaining proper licensing:

Licensing Requirements: Understanding what you need to succeed
Study Systems: Efficient preparation methods for licensing exams
Application Processes: Step-by-step guidance for paperwork and registration
Continuing Education: Maintaining compliance and staying current
Regulatory Guidelines: Understanding the rules that govern our business
Compliance Best Practices: Building a business that stays within guidelines

4. Building Independence

Developing the confidence and autonomy to thrive long-term:

Decision-Making Frameworks: Making choices without constant supervision
Problem-Solving Skills: Handling challenges independently
Self-Motivation Systems: Staying driven without external accountability
Resource Utilization: Knowing when and how to seek help
Confidence Building: Developing the mindset of successful advisors
Leadership Preparation: Skills needed for future team building

Getting Started

For New Advisors: Begin with Onboarding Excellence to structure your first 30 days, then focus on Licensing & Compliance to ensure you’re properly set up.

For Recent Hires: Focus on Field Training to accelerate practical skills and Building Independence to reduce reliance on others.

For Team Leaders: Master all sections to effectively onboard and develop new team members systematically.

Expected Outcomes

By implementing the Fast Start program, you will:

Generate income within your first 30-60 days
Build sustainable business systems that support long-term growth
Develop confidence in handling client situations independently
Establish habits that create consistent results
Build a foundation for six-figure income within your first year
Create momentum that carries you through inevitable challenges

The 90-Day Fast Start Timeline

Month 1: Foundation Building

Complete licensing requirements
Set up business systems and tools
Make initial prospect contacts
Complete basic training modules
Set and achieve initial activity goals

Month 2: Skill Development

Begin client meetings with supervision
Develop presentation and objection-handling skills
Build prospecting and follow-up systems
Start generating consistent appointments
Achieve first sales and build confidence

Month 3: Independence & Growth

Conduct client meetings independently
Refine business systems and processes
Begin team building activities (if appropriate)
Establish consistent production patterns
Plan for continued growth and development

Fast Start Success Principles

Action Over Perfection → Done is better than perfect Consistency Over Intensity → Daily habits create long-term results Learning Over Earning → Invest in knowledge that compounds Relationships Over Transactions → Build trust that lasts Systems Over Goals → Create processes that guarantee success

Pro Tip: Your Fast Start success is determined by what you do daily, not what you accomplish occasionally. Focus on building the right habits and systems, and results will follow naturally.

Ready to accelerate your success? Start with Onboarding Excellence to structure your first 30 days, then progress systematically through each Fast Start component.