Build a foundation for success with tools and understanding.



To understand the resources available to you through your Designated Managing Broker and to establish a foundation for success as your career takes off as an Independent Contractor. 


Talk with your Designated Managing Broker to understand office policy, expectations, available training, and resources. Use this information to build a foundation that supports your plans for successfully running your business and serving clients. Complete the Establish Your Foundation Worksheet.

Helpful Resources

To Complete This Step

Send the completed Establish Your Foundation Worksheet as an attachment to with the subject line Establish Your Foundation Complete. 

Questions About the Pathway?

Ramona Ruskuls, AHWD, C2EX, e-PRO, SRES

Director of Specialty Divisions