Hey team,
As you're going through the FINternship—studying for your papers and learning the ropes—I want to pull back the curtain and talk about the fundamental "why" behind this entire system.
You've probably heard the statistic: 90% of new financial advisors fail.
That number isn't meant to scare you. It's the reason this community exists. We are here to be the exception. And to do that, you need to understand the core difference between the advisors who burn out and the ones who build legacies.
It’s not about talent. It’s about the model you operate in.
The Math That Builds Conviction: $40/hour vs. $600/hour
I want you to internalize this framework. It’s the foundation of everything we do.
Most commission-based professionals, like an interior designer I know, get caught in the $40/hour trap. They can make a $3,000 commission, but it costs them 75+ hours of unscalable work (sales, project management, revisions).
The model we are building you for is different. It’s a $600+/hour model.
How? Leverage.
Your job isn't to handle the product R&D, the paperwork, or the fulfillment—the company does that. Your job is to focus on the highest-value, scalable activities: building relationships and providing solutions.
How Our System Is Designed for Leverage
This concept of leverage is exactly why the Advisor OS is built the way it is. It’s not just "support"—it's a machine designed to eliminate low-leverage work from your plate.
- The Lead Engine & Appointment Setters handle the most time-consuming part of the business: prospecting. This frees you from the $40/hour work.
- The Admin & Ops Team handles the backend paperwork and servicing. This allows you to stay focused on the $600/hour work.
Your only job is to master the high-leverage skills: Book. Meet. Close.
How to Maximize Your Time in the FINternship: The 3 Non-Negotiables
The system is here to give you leverage, but you are the one who has to use it. As you move through this program, your success will be determined by how well you cultivate these three core traits:
- Extreme Ownership: When you face a challenge with the exams or a tough role-play, don't blame the material or the circumstances. Ask: "What can I do differently to master this?" Own your learning process.
- Discipline > Motivation: There will be days you don’t feel like studying or practicing. That’s normal. The winners are the ones who do it anyway. Block out the time. Stick to the schedule. That’s how you build the muscle for a successful career.
- Be Coachable: Absorb the frameworks we teach. Participate in the role-plays. Ask for feedback, even when it’s uncomfortable. The faster you can learn and adapt, the faster you will see results.
You're not just here to get a license; you're here to build a new operating system for success. Internalize the math, trust the system, and commit to developing these traits.
Question for the comments: Which of the 3 non-negotiable traits—Ownership, Discipline, or Coachability—will you focus on sharpening this week? Drop it below. 👇