Legal Requirements & Standards
We require all advisors to thoroughly understand and adhere to the below documents regarding transparency, integrity, and compensation from any source, whether it’s direct commissions, fees from employers, bonus/override programs from insurance carriers, or anything else.
Along with the legalities, we seek out mission-aligned, givers and doers. We actively cultivate shared learning and believe in a hive mind for identifying the best approaches. A critical piece of making our program, and in turn our advisors, successful is an environment conducive to sharing ideas, best practices, war stories, and experiences with one another. What we’ve seen over the course of the program is that the advisors who have really accelerated their businesses are the ones who are fully collaborative, with us and with each other, sharing best practices, preferred vendors and template agreements.
Please read and review.
