The First 90 Days: Train a Confident, Selling Advisor

About This Webinar

Hiring a good advisor is the hard part — but it's only the start. What happens in the first 90 days determines whether that promising new hire becomes a confident professional who sells, or slides into the same order-taking habits that quietly cap your ARO. And here's the catch: habits set fast. Whatever an advisor does early becomes what they do long-term, so leaving those first 90 days to chance is one of the most expensive things a shop can do.

In this free 60-minute training, Doris Barnes, Director of Strategic Growth at Transformers Institute, walks you through how to develop a new advisor's customer communication and sales skills deliberately — in the right order, over the right timeline. This isn't about onboarding paperwork or shop operations. It's about the specific skills that make an advisor sell, and the week-by-week rhythm that builds them without overwhelming a new hire.

You'll learn why you should build confidence before complexity, the exact order to teach skills in (and why most shops do it backward), and what each 30-day phase should look like — from listening and shadowing in month one, to daily role-play and call review in month two, to the handoff from scripted to natural in month three. You'll also get the single biggest mistake that quietly kills a new advisor's confidence, and the simple day-90 check that tells you whether you've built a seller.

A special guest shop owner joins to share how developing an advisor on purpose — instead of by accident — got his newest hire selling with confidence months faster than the one before. This webinar is for owners tired of watching new advisors take a year to get decent and who want a repeatable 90-day plan that turns a good hire into a real asset fast.

What You’ll Walk Away With

• Why the First 90 Days Decide Everything — How advisor habits set fast and early, and why developing them on purpose beats leaving them to accident every time.
• The Right Skill Order — Why you build warmth and phone confidence first, the inspection story and recommendation next, and objections and the close last — and what happens when you reverse it.
• The Three 30-Day Phases — Exactly what foundation (days 1–30), reps and feedback (days 31–60), and ownership (days 61–90) should look like, as a 20-minute-a-day rhythm.
• The #1 Development Mistake — Why eager owners overwhelm new advisors with too much too fast, and how one-skill-at-a-time with small wins builds a confident seller instead.
• The Day-90 Check — The single question that tells you whether your new advisor is ready: can they present a $1,400 inspection, handle an objection, and book the work without you in the room?

Featured Speakers

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