Morning Training — Monday through Thursday
Every weekday morning, True Wealth runs a live training call open to all agents across the organization. Topics rotate week to week — product knowledge, objection handling, underwriting, script drilling, mindset. You're never more than a few days from a session that addresses exactly what you're working on.
Sunday Goal-Setting with Tavon
Every Sunday, agents connect with Tavon directly to set targets for the week ahead — how many leads to work, how many dials to make, how many presentations to run. It's not optional. The agents who skip the Sunday call are usually the ones who drift without hitting their numbers.
And here's a detail agents come to appreciate: your Sunday slot is permanent. As a new agent you use it for script and underwriting drills; once you're producing, it shifts to goal-setting. Same time every week, different focus — so it's already a fixed part of your schedule, no matter what stage you're in.
Support Between the Calls
The calls are scheduled — but your questions won't wait for one. The team runs a dedicated chat channel where you can drop a question, share a win, or work through a tough case any time of day and get a fast answer — from Tavon or from agents who've already been where you are. It's the difference between sitting stuck on a case for three days and getting unstuck in three minutes.
Direct Access to Tavon
Tavon isn't managing 200 agents. He's mentoring a focused team — which means when you have a question about a carrier underwriting decision, a client situation, or your numbers, you get a real answer from someone who knows your business personally. Not a ticket. Not a callback in a week. A real answer from the person who's actually in it with you.
A Whole Organization Behind You
Here's what most small teams can't offer: you're not limited to what one team knows. Behind Tavon's direct mentorship sits the full training depth of True Wealth and the Lasting Mark IMO — libraries of recorded training, top producers across the country sharing what's actually working in the field, and the carrier relationships and back-office support of one of the top organizations in the business. You get the closeness of a small team with the resources of a large one. You don't choose between the two — you get both.
True Wealth Events & Conferences
True Wealth hosts periodic events — workshops, training intensives, and annual conferences. These bring the broader organization together: top producers sharing what's working, leadership announcements, and the cultural energy that reminds you why the work matters.