CRITICAL SPEED IS NECESSARY FOR TAKEOFF
Becoming a Financial Advisor is not an easy path. But your earning potential is unlimited, and the true measure of your success are the families whose financial futures you have helped.
As with building any new business, most of the heavy lifting is up front. VETSTEPS gives you the training, the tools and the time to help you reach your critical speed.
You will learn the building blocks of becoming a Financial Professional -- from the basics of developing relationships and discovering your natural market to the intricacies of developing multi-layered plans that protect and build wealth and financial freedom for your clients.
It all starts with a meaningful "why". In this module you'll learn how to set real goals; both personal and business, and associate them with revenue-producing activities that deliver results.
As a financial professional, your relationships determine your results. In this module you'll how to develop your natural market and turn personal relationships into professional conversations.
There's no guess in success! In this module you'll learn the importance of consistent name flow, how to track that name flow, and complete essential activities around name flow that lead to success.
The Living Balance Sheet® is not just powerful planning software, it is how you demonstrate your philosophy to clients. Knowing how the basics of this operating system is essential to a fast start.
Your initial meeting with a prospect is said to be the most important. Learn how to have compelling conversations that build trust and turn prospects into clients using Living Balance Sheet® Story and field-tested best practices.
Financial Professionals have an innate capacity for reluctance. For most of us there is psychological barrier between what we're worth and what we actually earn. This module brings reluctance to the surface so we can cope with the mental roadblocks that get in the way.
Establishing best practices, narratives, and Living Balance Sheet® tools for an optimal Protection Meeting experience.
It is said that life insurance is at the foundation of all good financial planning. In this module you'll learn about the different types of life insurance, the history and evolution of product types, and the importance of an insurance company's financial strength and corporate structure.
Many independent parties will be supporting you on this journey. The VETSTEPS Apprenticeship Program (VETSTEPS) is a Virginia Department of Labor and Industry (DOL) – approved job training program sponsored by PatriotPaths, LLC (the Sponsor). VETSTEPS and VETSTEPS Financial are trademarks of PatriotPaths, LLC.
The VETSTEPS Apprenticeship Program (VETSTEPS) is a Department of Labor (DOL) – approved job training program sponsored by First Financial Group DBA VETSTEPS Financial, an agency of The Guardian Life Insurance Company of America (Guardian). VETSTEPS Financial has the sole rights to offer the VETSTEPS program in your area. You will be monitored throughout your Apprenticeship in accordance with DOL guidelines. Any Protege or Field Representative Agreement you enter into with Guardian, and related association with FFG, can be maintained separately from your involvement in the VETSTEPS program. VETSTEPS Financial is not an affiliate or subsidiary of either Guardian or FFG. VETSTEPS Financial, Guardian and FFG are not affiliated with the DOL or the Veterans Administration.
Source: Zoli, Maury, & Fay, 2015 – Republished in The Military to Civilian Transition 2018, The U.S. Department of Veterans Affairs
The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2020 Guardian.