📌 Welcome — Start Here
Welcome Wealth Lab Agent!
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Phase 2: Build Your Foundation
Days 1 to 7. Set your base, know your numbers, and start your first talks.
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Phase 3: Attract Better Clients
Days 8 to 14. Build trust, stay in touch, and start strong referral ties.
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Phase 4: Master the Policy Audit
Days 15 to 21. Present clearly, follow up well, and learn the main products.
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Phase 5: Write Bigger, Better Cases
Days 22 to 28. Build referrals, reviews, tracking, AI help, and a simple plan.
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Phase 6: Build the Referral Flywheel
Days 29 and 30. Set your long-term system and choose your next step.
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🎁 Resources
Tools, links, scripts, guides, forms, videos, and downloads for students.
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📆 Weekly Call Recordings
Get the weekly call recordings here.
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