Tyler Yarde

At first, we simply meet for a consultation to get to know each other a bit, ask some questions to find out where you are at and where you want to go. I would like to complete an Expert Financial Analysis (EFA) which plots out retirement savings, debt reduction, and insurance needs. The EFA really takes a holistic approach to personal finances!

All that we require to get the EFA analysis going are any statements that pertain to any investments (ROTH IRA, 401k, ETC), debt (student loans, credit cards, lines of credit, mortgage), and insurance (personal, group insurance, mortgage insurance) that you might currently have as I will be able to document these and start getting you on your way. Also having your most recent Notice of Assessment from your income tax filing will help as well.

Welcome to FML Experior. Here is the start of your Onboarding.

Our Onboarding Guide is located here:

https://tinyurl.com/fmlnextgenleaders-onboarding02

Our Team Resource Centre is located here:

fmlnextgenleaders.com

Your ED will be sending you a separate link for your Agent Folder.

Welcome Aboard!

This booking link is for someone needs to book a 1-off for help with the back office / EFA / or any other slot for needing help

A 20-minute introductory interview.

What we'll cover:

• Brief introduction to our company culture and vision.
• Your professional background and alignment with the role.
• Next steps in our recruitment process