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Firm Expectations
EMPLOYEE 
EMPLOYEE 
Rules. Discipline. Structure. 
EMPLOYEE 
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SI ACADEMY

THE TIME IS NOW.
LET'S START OUR TRAINING.
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Rules. Discipline. Structure. 
IT STARTS NOW.
• Phone Zone: You are either working or you are not.        
• Territory Discipline: Respect assigned areas.      â€¢ Professionalism: You represent the firm at all

Execution creates results. Discipline creates consistency.  
KNOWLEDGE IS KEY.
1
What is the purpose of the firm system tools like Money Time and the dashboard?
KNOWLEDGE IS KEY.
2
What should happen to leads, notes, and updates during the workday?
KNOWLEDGE IS KEY.
3
Why is system discipline important?
KNOWLEDGE IS KEY.
4
What is the correct mindset when using the company system?
KNOWLEDGE IS KEY.
ARE YOU READY FOR THE TEST ?
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SCORE
I CAN , I WILL, I MUST
100
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ACKNOWLEDGEMENT
EMPLOYEE 
INPUT PIN

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TRAINING LIBRARY
QUICK ACCESS MODULES
Jump directly to any section.
RESOURCES & SUPPORT 
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Quick Access Module
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