01
Stage 1
Foundations
Get licensed and product-fluent. Learn the SAL way of preparing for a client meeting — and why our standard is what it is.
- ◆ MAS licensing prep
- ◆ Product & platform training
- ◆ Sales process fundamentals
- ◆ Compliance & ethics
Training & mentorship
A growth path designed by people who walked it.
Most new advisers don't fail because the work is too hard. They fail because they were left alone too early. SAL is built to make sure that doesn't happen.
02
Stage 2
Mentored start
Joint client meetings with a senior adviser. You're in the room from day one — observing, then participating, then leading with backup.
- ◆ Paired with a senior adviser
- ◆ Joint client meetings
- ◆ Case-based coaching
- ◆ Weekly 1:1 reviews
03
Stage 3
Build your book
Own your pipeline. Senior advisers stay close — review cycles, accountability, and pattern-spotting on the things you can't see yet yourself.
- ◆ Independent client work
- ◆ Structured review cadence
- ◆ Specialisation tracks
- ◆ MDRT-track development
04
Stage 4
Lead
Start mentoring the next generation. Build your own team within SAL, with the same standards and support you came up with.
- ◆ Team building
- ◆ Recruitment & selection
- ◆ Mentor training
- ◆ Agency leadership
Mentorship
Coached, not left to figure it out.
Every new adviser is paired with a senior mentor and gets regular direct access to Kristen. That structure is non-negotiable — it's how the team has always worked.
"You don't learn this craft from a slide deck. You learn it sitting next to someone who's done it for years."
— Kristen Lim