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.