HomeResearch Articles Broker/Agent Onboarding: Key Components

Broker/Agent Onboarding: Key Components

  • Financial services companies' onboarding efforts for new agents and brokers should provide the information required to sell the company's products, and best practices to do so
  • Communicating the values, benefits and compensation structures the organization offers can increase agents' motivation
  • Many new agents require instruction on developing a business plan, including best practices for demand creation and addressing buyers' requirements
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