MICG Wealth - Template Page

Training Program

Phase 1 – Building Expertise – Headquarters Training (2 months)

  • Building Your Business Plan 
  • Learning the Consultative Approach
  • Product Knowledge
  • Tools and Technology
  • Presentation Planning
  • Presentation Delivery
  • Prepare for and pass Series 7, 66 and Insurance exams
  • Operations and Compliance
  • Your MICG Product and Selling Support Team

Phase 2-   Applying Your Skills—In-Branch (Month 3 on-going)

  • In-branch Business Building and Development
  • Educational opportunities and knowledge building
  • Implementation of Business Plan

Phase 3- Success Tracking and Building Performance

  • Practice Building Refinement
  • Marketing Your Practice
  • Building a Solid Practice
  • Continual Education

Contact Ken Monroe, at email: kmonroe@micgwealth.com or call (757) 952-1800.