ONBOARDING
Build Momentum, Build Community
Start your Wealth Revolution journey with confidence. This onboarding hub gives you the essential tools, training, and resources you need to build a strong foundation and take your first steps toward long-term success.
THE FIRST 20-DAYS MATTER
The actions you take during your first 20 days can have a lasting impact on your confidence, momentum, and long-term success. That’s why we’ve created a proven Business Launch System designed to help you learn the model, complete key milestones, and build a strong foundation from day one.
20-DAY BUSINESS LAUNCH SYSTEM
Your Step-By-Step Guide To Set You Up For Success
This 20-day outline is designed to help you onboard quickly, stay focused, and complete the key learning steps needed to launch with confidence. No matter when you begin, your next business day becomes Day 1. The system is built around weekdays, but you’re welcome to move faster if you choose. Follow the daily steps, use the resources provided, and stay consistent. This guide gives you the roadmap, but your results will be shaped by your effort, commitment, and follow-through.
DAY 1
DAY 2
DAY 3
DAY 4
DAY 5
DAY 6
DAY 7
DAY 8
DAY 9
DAY 10
DAY 11
DAY 12
DAY 13
DAY 14
DAY 15
DAY 16
DAY 17
DAY 18
DAY 19
DAY 20
8-STEP LAUNCH PLAN
The 8-Step Launch Plan provides a clear, focused framework to help you maximize your first 20 days and build momentum with purpose. Designed to complement the 20-Day Business Launch System, it combines proven activities, measurable goals, and practical action steps to help you stay on track and make consistent progress.
By following the plan, you’ll eliminate uncertainty, focus on the activities that create the greatest impact, and develop the habits that support long-term success. Each step is simple, actionable, and repeatable, making it easy to duplicate with every new partner and create consistency across your organization.
Success is rarely the result of a single breakthrough. It’s built through clear direction, consistent execution, and a commitment to following a proven system. The 8-Step Launch Plan helps transform intention into action and action into momentum.
Playlist
YOUR FIRST STEP: GET LICENSED
Everything you need. Every step supported. One clear pathway to launch.
THE PATHWAY & THE PROMISE
We’ve redefined the licensing experience with a personalized, white-glove process designed to guide you from enrollment to launch. From exam preparation and state approval to business activation, our team provides hands-on support every step of the way so you can move forward with confidence.
STUDY & PREPARATION
Complete your state-approved pre-licensing education using the training materials and support provided by our team.
EXAM SCHEDULING
Our operations team will help coordinate your testing appointment and walk you through the next steps.
STATE APPLICATION
Complete fingerprinting, background screening, and state licensing requirements through our guided process.
LAUNCH YOUR BUSINESS
Once licensed, you'll begin the 20-Day Launch System and start building your Wealth Revolution business.
OUR GOAL IS SIMPLE
To get you licensed and receiving your first paycheck within 30 days
YOUR INVESTMENT
STATE LICENSING One-time investment (varies by state)
MONTHLY TECHNOLOGYCRM and business tools
QUARTERLY E&O INSURANCEProfessional liability coverage
YOUR NEXT STEPS
Before helping others navigate their financial future, you’ll experience the process firsthand through a structured onboarding journey designed to prepare you for success.
YOUR JOURNEY
- Opportunity
- GET LICENSED
- Experience It
- LEARN COMP
- START ReferRING
EXPERIENCE IT YOURSELF
Understand the experience. Evaluate the process. Discover the value. Then decide for yourself whether it’s something worth introducing to the people you care about most.
OUR GOAL IS SIMPLE
To get you licensed and receiving your first paycheck within 30 days
YOUR INVESTMENT
STATE LICENSING One-time investment (varies by state)
MONTHLY TECHNOLOGYCRM and business tools
QUARTERLY E&O INSURANCEProfessional liability coverage
YOUR NEXT STEPS
Before helping others navigate their financial future, you’ll experience the process firsthand through a structured onboarding journey designed to prepare you for success.
PUT IT TO THE TEST
Experience it before you introduce it.
PERSONAL DISCOVERY
Gain clarity around your current financial position, goals, and opportunities through a confidential one-on-one consultation.
STRATEGIC EVALUATION
Experience how our team analyzes, educates, and develops personalized recommendations designed to support long-term financial success.
INSPECT THE PROCESS
Evaluate every aspect of the client journey, from communication and professionalism to strategy and implementation.
VALIDATE THE EXPERIENCE
Having experienced the process firsthand, determine whether it's something worthy of introducing to your clients, colleagues, family, and friends.
PERSONAL DISCOVERY
Gain clarity around your current financial position, goals, and opportunities through a confidential one-on-one consultation.
STRATEGIC EVALUATION
INSPECT THE PROCESS
VALIDATE THE
EXPERIENCE
YOUR JOURNEY
- Opportunity
- GET LICENSED
- Experience It
- LEARN COMP
- START ReferRING
WHAT TO EXPECT
- No obligation to become a client
- A firsthand look at the client experience
- Personalized financial analysis
- Personalized insights and recommendations
- Opportunity to ask questions
- A confidential one-on-one review