@rootedpartners
Welcome to the Rooted in Purpose Movement! Here’s a few resources for you to stay connected!
WHY INSURANCE & FINANCES?
7 Industries Most Likely to Make you a Millionaire Today
7 Industries Most Likely to Make you a Millionaire Today
What are the best ways to attract more money? Let’s look at the 7 industries that will make you a millionaire today...
The Next Perfect Storm Audiobook Narrated by Patrick Bet-David
The Next Perfect Storm Audiobook Narrated by Patrick Bet-David
WEEK 1: NEXT STEPS
Xcel Pre-License Course
Xcel Pre-License Course
New Agent Checklist
Document
New Agent Checklist
Fast Start Packet & One Page Top 25
Document
Fast Start Packet & One Page Top 25
New Agent Top 25 Spreadsheet
New Agent Top 25 Spreadsheet
Stay Connected - Join PV Groupme
Stay Connected - Join PV Groupme
Stay Connected- Join RP HIERARCY Groupme
Stay Connected- Join RP HIERARCY Groupme
Rooted In Purpose Org.
PHP Bamboo
PHP Bamboo
Kawena’s Calendly
Kawena’s Calendly
WEEK 2
BOOK A TRAINER - Match UP system
BOOK A TRAINER - Match UP system
Submit your Captains Here
Submit your Captains Here
Agents submit your guests information here. Captains must be submitted by 3pm on Wednesday/Friday to get confirmed, any captains submitted after 3pm you must confirm yourself. See response sheet for status update on confirmations.
Weekly Schedule
Weekly Schedule
RP BASE SHOP Monday “Baseshop Accountability” Time: 9am-10am cst Weekly Accountability with Jaime and Kawena to go over your numbers from the prior week. “ Office general message. ”Time: 10am-11am cst Monday Morning Message and Processing Conversations as an office. “Phone...
Living Benefits: What are they?
Living Benefits: What are they?
The Untold Truth About Your First Year In Sales - 10 Things You Need To Know
The Untold Truth About Your First Year In Sales - 10 Things You Need To Know
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
LICENSING RESOURCES & NEXT STEPS
Licensing Resources
Licensing Resources
100,000 Licensed Agents by 2029
Newly Appointed Agent
Newly Appointed Agent
Newly Appointed Agents 1
How We Make Income - Personal Consumption & Field Training
How We Make Income - Personal Consumption & Field Training
ADVANCED RESOURCES
Advice To New Insurance Agents!
Advice To New Insurance Agents!
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
CFT Linktree
CFT Linktree
Blank Tracking/Systems
Blank Tracking/Systems
Blank DMAs Log
Blank DMAs Log
Contract Change Form
Document
Contract Change Form
RESOURCES FOR YOUR CLIENTS
Client LinkTree
Client LinkTree
ZOOM INFORMATION
RP Zoom
RP Zoom
Kawenas Zoom
Kawenas Zoom
STAY CONNECTED WITH THE HIERARCHY
Unity Website
Unity Website
Prevail Website
Prevail Website
View on mobile
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