Your
FINANCIAL PLAN
GET YOUR OWN FINANCIAL FREEDOM PLAN STARTED.
Schedule your own personal financial review appointment with your partner and your trainer.
As well as being a valuable tool for you and your family, this will help you understand the client experience.
Example of the Financial Plan
Click the button when you have understood this step to mark it completed.
Feel free to skip around, as they don’t have to be completed in this order.
You have already completed this step ✅
Action Steps For
SUCCESS
Focusing on these key areas will guide you in your initial efforts and help you develop the essential skills and knowledge needed to thrive in this business.
Contact your up line to help you master the steps below
Click each step for further information, then tick the box when that step is completed. Feel free to skip around, as they don’t have to be completed in this order.
- Understand Genistar: our story and our values, mission and vision.
- Set your goals with your supervisor.
- Attend Genistar’s Orientation Session.
- Build your contact list with your supervisor.
- Complete your own Financial Plan.
- Familiarise yourself with the basic scripts.
- Observe at least two field training appointments with your trainer.
- Complete your training so that you can get licensed.
Soft Skills for Transitioning to
Representative
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