Course Dates:

Intro Module: February 3 - 4, 2027

“What this course involves - setting the expectations for the series topics”

Module 2: February 11, 2027

“Brokerage vision planning - Building a business you are meant to lead”

Module 3: March 4, 2027

“Value proposition & core values - Why you, why now?'“

Module 4: March 11, 2027

“Brokerage models & Legal Structure; From idea to entity”

Module 5: April 1, 2027

“Costs, fee structures, & Growth plans: Make the math work”

Module 6: April 8, 2027

“Policies, procedures, & E&O insurance: Compliance as a culture”

Module 7: April 29, 2027

“Tech Stack & Operations: Systems that scale”

Module 8: May 6, 2027

“Marketing, Branding, & Advertising: Be seen. Be heard. Be trusted”

Module 9: May 12, 2027

“HR. Staff. Employees, Subcontractors, On/Off boarding: People leverage”

Module 10: May 13, 2027

“Education, Training, & Compliance: The Broker is the educator”