EnrollingJohn Doe
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Enter your recruit’s details. They complete the application privately on their own device while you guide them live.

You’ll guide them in real time. You’ll never see their sensitive information.
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You see his screen, never his private data
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Waiting for John to open his link

The moment he starts, you’ll see his screen fill in here, live.

J

John Doe

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John hasn’t started the card fieldNo typing for 20s. He may be hesitating. Good moment to check in.
Demo Click Send to email the link, then Send again to bring John online.

Welcome to GFI, John!

Payment accepted and agreement signed. His account is active, all while you stayed on the call.

Eric Olson

A note from Eric Olson

CEO & Co-Founder, Global Financial Impact

Welcome to the family. You’ve just made a decision that will change your life and the lives of the families you’ll serve. We built GFI so people like you could take ownership of their future and make a real impact. We’re glad you’re here, and we can’t wait to see how far you go.

Welcome to the good life.

Eric J. Olson, CEO
Your next steps
1
Schedule your Week 1 orientation with your trainer

Get to know the platform and your game plan

2
Schedule your pre-licensing call with the team coordinator

Map out your licensing path and study plan

3
Pass your exam

Get licensed so you can start writing business