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Your Path to Securities Success Starts Here

WALL OF WEALTH

Where to Start on POL

  • Watch the walkthrough video

  • Find study materials

  • Register for exams

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Securities License Study Tips

  • Daily study routine

  • How to retain concepts

  • Practice exam strategy

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Group Study Resources

  • Join accountability groups

  • Weekly study sessions

  • Peer support network

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Exam Readiness

  • Final review checklist

  • Test-day preparation

  • Confidence builders

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PUSH FOR THE BONUSES

"Get Rewarded for Your Progress"

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Newly Licensed Bonus

  • Incentives for passing exams
  • First steps to qualify
  • Timeline to maximize payout

Monthly Production Bonus

  • Production targets
  • How bonuses are calculated
  • Strategies to hit goals fast
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I’M LICENSED NOW,
WHAT’S NEXT?

You’re Licensed… Now Let’s Build Momentum

Learn the BASIC
  • Simplifying Securities
  • Simplifying Annuities
  • Putting It All Together with Omar Orepesa
    POL > On Demand > Bootcamp
Attend Securities TRAINING

MPI – Thursdays @ 11:45am 

        ​

Fifty on Fridays @ 12:00pm     

     

Monthly Hierarchy Zoom Call

Listen & Learn DAILY
  • UpToTheMinute via POL
  • OnDemand Securities Training

DAILY ACTIVITY = DAILY RESULTS

Knowledge Without Action = No Income

“You can know everything—but doing nothing leads to no activity, no business, no income, and no impact.”

ACTION STEPS

ASKING CLOSING SECURITIES QUESTIONS
GET ORGANIZED FOR 10+ YEARS
TAKE GREAT MEETING NOTES
COLLECT STATEMENTS
CONDUCT CLIENT REVIEWS
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MASTER YOUR COMMUNICATION

"Become the Advisor Clients Trust"

  • Responding to Client Calls & Texts

  • Being a Voice of Reason

  • Developing Rapport & Relationships

  • Whatsapp
  • Wix Facebook page
  • Instagram
  • Twitter Classic

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