Business Game Plan
HUB
Business Game Plan
The complete orientation guide for new associate advisors. Walk through these pages in order — each one builds on the last. Print any page individually, or print the full kit.
Print Full Kit
Page 1
Business Mindset
This is a business, not a sales position. Restaurant analogy and real estate model comparison.
Page 2
20-Step Onboarding Checklist
Your complete onboarding roadmap from app download to provincial exam. Check off each step.
Page 3
3 Ways to Learn the Business
Office Training, Field Training, and Licensing — how each phase works and what you get out of it.
Page 4
Office Training Schedule
Weekly training calendar. When to show up and what you'll learn at each session.
Page 5
Field Training Game Plan
A visual map of how field training builds contacts, clients, referrals, and future team growth.
Page 6
Build, Qualify & Contact Your List
Training list table, friends & family exercise, 4-point appointment script, and your Easy Three.
Page 7
Promotion Guidelines & Costs
Career ladder from 25% to RVP. 10 reasons to join. Costs, value, and licensing comparison.
Designed to be walked through in order. Start with Mindset (page 1) and work through to Promotions (page 7). Each page has Previous / Next links at the bottom to guide the flow.