1. As a brand-new advisor, how soon after completing onboarding can I receive agency-generated leads?
2. Approximately how many leads does a new advisor typically receive per month during their first 90 days?
3. Are the leads exclusive to one advisor, or are they sent to multiple advisors?
4. How are leads delivered — email, CRM, phone, or an app?
5. Is there a first-come/first-served system for claiming leads?
6. Do I have to meet a sales quota or booking minimum to continue receiving lead
Asked byChristine madeiraon September 02, 2026 inGeneral