Twelve chapters, each one a conversation with John about how a high-performance advisor actually works: the traits, the daily blueprint, the sales flow, the product presentations, and the documentation and career habits that turn an advisor into a future manager.
Watch the chapter, read it, take the quiz. Your manager sees your progress. Finish all twelve and the certificate is yours.
For the service manager
Running this with a team? The two-page manager’s guide sets out the twelve-week cadence, what to watch for on the drive each week, and how to read the worksheets. Download the manager’s guide (PDF).
