Personal & Professional Training
The Path to Becoming an Advisor
This section is your personal roadmap to success as a real estate professional. It's designed to help you build your business, gain momentum, and structure your days for maximum impact.
Whether you're new to the game or looking for a total reset, we recommend you move through this training in order. If you already know which skills you want to sharpen, feel free to jump right in.
This framework also clarifies what it truly means to be an Advisor instead of just an Agent—and why making that shift is the key to transforming your entire career.
Start (Agent)
This is where every agent begins — building foundational skills and gaining confidence. Start by aligning your purpose, taking action, and embracing growth with humility. Be coachable and focus on gaining traction and understanding the business.
Serve (Advisor)
Focus beyond the transaction. Make the shift from being an agent to becoming a trusted advisor — someone who leads with value, builds deep relationships, and serves clients with integrity and strategy. This is where personal brand, communication, and professionalism elevate their impact.
Scale (Mentor)
Become a mentor for others. You have built something sustainable, and you are now ready to scale your influence. Whether through attracting agents, building a team, speaking, or mentoring others, this role is about legacy, leadership, and multiplying impact.
Steward (Leader)
Step into leadership. Help us steward the vision we have been given, and the mission we are on together, to transform an industry, and truly impact lives for good.
Here is your roadmap
Below is your Roadmap guide, learn in here or it is available for download.