Plan + Schedule
Your training plan
📚
Required for all advisors
Essentials training
Every advisor completes essentials training first — ~2 hours total, required to unlock your Certified badge.
◆ Fora platform orientation
◆ Commission structure overview
◆ How to build a bookable quote
◆ Client communication fundamentals
◆ Compliance and booking best practices
Client acquisition track
Learn to identify warm leads, craft outreach messages that convert, and build a referral engine from day one.
Week 1 highlights
- ◆ Warm network mapping exercise
- ◆ Writing your first client pitch
- ◆ 10 personalised outreach templates
- ◆ Sending your first discovery message
What you unlock
- → Client script library
- → Referral tracking tools
- → Social media content templates
- → Lead pipeline in Portal CRM
Week-by-week schedule
Your personalised plan
Personalised to your barrier and schedule
Session schedule
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