UNLOCK YOUR ENTREPRENEURIAL JOURNEY

Apply for the Alpha Program to Launch and Thrive in the Wealth Management Industry

Program purpose

The Alpha Program is a structured approach to launching your business as an independent advisor. With proven mentors, access to the best resources in the industry, and a robust two-year sales training program, the opportunity to build a six-figure business for yourself is unmatched.

Program details

Qualifications

5+ years of professional experience – ideally in sales or as account executive
4 year college degree
Established network within a local community
Strong interpersonal skills
Excellent at building relationships
Personal or professional leadership experience

Program description

10 week accelerator phase to register and complete specific exams
2 year structured sales training and mentorship program
Required attendance to weekly meetings for continued education and mentorship
Build your business on an established independent platform upon completing the Alpha Program

program benefits

Learn how to become proficient as an advisor, positioning yourself as a resource for families and small businesses
Receive training on investment management, financial planning and risk management
Have access to senior advisors with decades of experience for mentorship, training and joint-work
As an independent advisor, access the best investment and insurance solutions for your clients

Additional Details

Exam reimbursement
Commission and draw options available for two years
Personalized training and mentorship
Build and own your business on an independent platform

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