Preparing to Register and Preparing to Launch
Explore training and content designed to help you register your firm and get ready to launch.
Preparing to Register | Self-Guided Course Content
Learn everything you need to know to register your firm
This self-guided content will walk you through the initial business decisions you'll need to make in order to file your initial registration, including selecting a niche, business setup, fees, services, and compliance.
Preparing to Register | Coaching Calls
Get help with preparing your initial registration with the state
These two coaching calls, Preparing for Registration and Initial Registration Office Hours, are designed for those who are preparing for initial registration with the state. We cover all of the information you need to know related to starting the registration process, setting up business essentials, and ensuring compliance documents are in order.
Preparing to Launch | Self-Guided Course Content
Learn everything you need to know to launch your firm
This course, designed for members whose firm has been registered, will 1) help you establish your branding and marketing foundation, 2) set up your tech stack and workflow processes, 3) develop your client service model, 4) develop your initial marketing strategy, and more! We've include tools, downloadable resources, and short instructional videos to help you get your business off the ground and running smoothly.
Preparing to Launch | Coaching Calls
Four-week program designed to help you get your firm off the ground
This series of live coaching calls covers everything you need to know to get ready to launch your firm. Topics covered include: 1) building your branding and marketing foundation, 2) tech stack and workflow processes, 3) client service model and experience, and 4) insurance, initial marketing strategy, & study group introduction.