The Finanical Advisors Onboarding Course gives you a step-by-step guide to launch the Retirement Readiness Quiz Campaign. In under an hour, you’ll learn how the system works, complete your onboarding form, set expectations, and get everything in place for launch. We handle the marketing and automation — your role is to follow up and close. Commit to the process, and you can generate 8–25+ leads a month.