Broker Check

2nd Meeting

These documents will guide us in diving deeper into the career opportunity of financial advisor with OneIndiana Financial Group and will focus on the systems and processes we have in place to help you get off to a good start with building your business as well as give you the confidence of success versus just the hope.

2nd Conversation Notes When Entering into this Profession Intentionally

Next Steps

Engagement Letter Template

Communication and Committment Letter to Clients

First Meeting

First Meeting
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Enneagram

Enneagram
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Second Meeting

Second Meeting
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Compensation and Benefits Binder

Compensation and Benefits Binder
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Business Planning

Business Planning
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Licensing

Licensing
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