Masterclass: Onboarding that drives production: Adult learning strategies for advisor success

Still relying on lectures and long video modules to train new advisors? There’s a better way— and it leads to faster ramp-up, stronger engagement and early wins.

In this practical, 3-part Masterclass built for insurance and financial services leaders, you’ll learn how successful agencies onboard and develop advisors using proven adult learning techniques. Walk away with real tools you can implement tomorrow, including how to:

• Connect with Gen Z and high-achieving career changers before you lose them
• Personalize a 90-day onboarding plan tailored to your agency’s goals and culture
• Teach essential advisory skills like question-based selling and authentic story sharing
• Build a supportive joint fieldwork culture that grows capability across all levels
• Track metrics that motivate progress and performance
• Design powerful advisor development retreats that reinforce growth and retention

If you’re ready to build confident, productive advisors from day one, this class is your competitive advantage.