Why Level Up works for a veteran like Vanessa
Why would my advisor pay for level up?
Your advisor understands the power of investing in the right things, and you are worth investing in. When you are learning best practices, gathering ideas, and experiencing a community of fellow administrators, you’re going to improve in your role. When you grow, the business grows. Advisors have many options for training, while their administrators are often left to fend for themselves when it comes to professional growth. Level Up Community solves that problem.
Who is in level up?
There are administrators with over 25 years of experience and others who are relatively new to the industry. There are two common themes for everyone in Level Up Community. They are ready to share ideas, and they are prepared to learn new things. That willingness to share their knowledge and humbleness to admit they need to learn are what make Level Up Community a great place to grow.
Who teaches level up?
Jamie Mayes is the Practice Manager for Legacy Investment Wealth Management and has been an administrator for over 15 years. She helps run a thriving financial services practice in Nashville, Tennessee. Andy Traub is our lead presenter and has been working in on-line education for over 15 years. Sten Morgan is our founder, as well as the president and lead advisor of Legacy Investment Wealth Management. He works with Jamie to provide an excellent workplace for their employees. More information about Sten can be found at stenmorgan.com
What is the time commitment?
It takes about three hours a month. To get the most from your Level Up Community experience you should plan on attending our two live calls each month (60 minutes) and spend at least an hour in our chat groups sharing and learning best practices.