New Advisor Roadmap
Your first 90 days as a licensed advisor set the tone for everything after. Here’s the phase-by-phase roadmap Manpreet gives every new advisor who joins MS Insurance Inc.
Book a callAll advisor resourcesDays 1 to 30: Get Licensed and Ready
Finish your LLQP licensing, get set up with MS Insurance Inc.’s systems and carriers, and shadow real client meetings before you run your own.
Days 31 to 60: Build Your First Pipeline
Start reaching out to your warm market with a simple script, book your first client meetings, and get comfortable presenting real recommendations.
Days 61 to 90: Find Your Rhythm
Track your activity numbers, refine your pitch based on real objections you’re hearing, and build the weekly routine that keeps your pipeline from drying up.
Beyond 90 Days: Build for the Long Run
Shift from surviving to building, start tracking your MDRT-pace numbers, set up your follow-up systems, and think about the kind of practice you want in year five.
Ready to build your practice with MS Insurance Inc.?
Talk to Manpreet about joining the team and getting started.
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