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THE ROLE OF A CLOSER

Academy

ONBOARDING PROCESS

LFTR > CERTIFIED FIELD TRAINER

In this section is a quick overview of the whole onboarding process for your new agents that you will be training! What you want to learn from is the flow and principles of why we are giving the user experience to the people you train.
 
As in everything, keep improving your process and flow just remember that tools duplicate and duplication allows for both time freedom and financial freedom.

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ONBOARDING

cft/csa resources

helpful resources/templates

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NOT FOR PUBLIC DISTRIBUTION. FOR AGENT TRAINING PURPOSES ONLY.

RESOURCES

BRENT PAISTE

PFA CA LICENSE NO. 0E24697

PREMIER FINANCIAL ALLIANCE, INC

DBA: PFA FINANCIAL AND INSURANCE SERVICES

CA BUSINESS ENTITY LICENSE NO. 6005506

LOTUS INVESTMENT STRATEGIES, LLC

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