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Welcome to Goalster Advisor Onboarding

Let's Get You Set Up for Success.

This session is about making sure you're clear on our direction, set up correctly and aligned around the path forward. We'll define your goals, provision you as an advisor, walk through the compensation model, and set up next steps and support.

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Goalster Advisor Onboarding

Our first step in having more impact together with a 1:1 session to establish your goals and our support.

You’ve got a goal. Let’s chart the smartest path to get there.

In this initial session, we'll map out your goals:

- Get clear on what you’re aiming for
- Identify the clearest path to get there
- Establish next steps and 

The outcome of this meeting will be a plan to help you fully leverage the opportunity to work together.

Let's go!

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