Broker–Dealers 1,000 Advisors or More
On the road to branch success, branch associates have a huge part to play. Onboarding is where these critical teammates begin to acquire the tools, resources, and skills they need to make a difference. Through this innovative, six-month program, associates “gas up” by leveraging a new centralized onboarding solution to position them and their teams for growth.
Associates start in “first gear” with DRIVE, which combines on-demand web modules with interactive group calls where associates become familiar with key tools and resources. Two months later, associates “shift up” in ACCELERATE, a live workshop-style conference that dives deeper into applications, processes, tips and best practices. Together, DRIVE + ACCELERATE give new associates the momentum needed to support their advisors and merge into their successful career.