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Your Next Step: Schedule Your Interview

Thank you for taking the time to complete the Career Fit Questionnaire.

Most people are curious about this industry, but very few slow down long enough to reflect on whether it truly aligns with their goals, work style, and long term vision. Completing the questionnaire tells us you are approaching this opportunity thoughtfully.

The next step is a conversation.

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What This Interview Is (and What It Isn’t)

This is not a pressure call or a sales presentation.

This is a clarity conversation designed to help both of us determine whether building a business with Top Financial Agency is the right fit.

During our conversation, we will discuss:

• What the financial services industry actually looks like day to day
• Licensing and onboarding expectations
• Income structure and growth timeline
• The type of person who succeeds in this environment
• Your goals and how this opportunity may align with them

 

You will also have the opportunity to ask honest questions so you can make an informed decision.

What Happens After the Interview

If we mutually decide to move forward, new agents begin with a personalized onboarding process that includes a structured 90 Day Plan designed to remove guesswork and help you build early momentum. Our focus is not just recruitment. It is development.

Before You Book

Please schedule a time only if you are genuinely open to exploring a new professional path and willing to learn what building a business in this field requires.

We value intentional conversations and respect your time as much as our own.

Please make sure you have taken the Career Fit Questionnaire first. Learn more about our TFA Momentum Method here.

Book - RI or BOM

Schedule an Interview

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Get in Touch

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Retirement and financial specialists for families and businesses and ability to start or scale your independent agency.

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