Build something
that grows
beyond you.
A financial services business takes study, practice, and consistent effort. Start by understanding the work. Then decide whether you’re ready to build.
The work comes before the results.
Expect to invest time in learning, preparing for licensing, and developing relationships before you know what this business can become for you. There is no guaranteed income or timeline for results.
Your effort. Our commitment.
When you commit to doing the work, Forston Financial commits to helping you learn it. Jacob makes time for scheduled training, questions, practice, and honest feedback. You bring preparation and follow-through. We bring guidance and a team invested in your progress.
Understand what you’re building.
This is an opportunity to develop your own financial services business with the support of Jacob and the GFI platform. The work includes learning the products and processes, meeting applicable licensing requirements, developing client relationships, and taking responsibility for consistent outreach.
As you grow, you can also explore mentoring and developing other professionals. Building a client network and building a team are distinct parts of that opportunity.
What you bring
Time for scheduled meetings several times a week, plus independent study and preparation.
A willingness to look honestly at your own habits and practice what you want to help others understand.
The humility to ask questions, accept feedback, and keep improving.
Consistent follow-through, including when progress feels slow.
What you can expect from us
A business overview and a follow-up conversation before you decide.
Scheduled onboarding, product education, and support while you study for licensing.
Opportunities to observe, practice, and receive feedback as your knowledge develops.
Continued connection to the team as you take greater responsibility for your business.
01
See the business
Begin with Jacob’s business overview. Learn what GFI offers, how the business works, and what the role asks of you. Ask questions before making a decision.
02
Decide with clarity
Use a follow-up conversation to discuss expectations, compensation, applicable licensing steps, and costs. Understand the commitment before moving forward.
03
Learn and practice
Schedule time with Jacob several times a week for onboarding, product education, and study support. Observe his approach and develop your communication skills within the activities permitted at your licensing stage.
04
Build with support
As licensing requirements are met and readiness develops, take greater responsibility for client conversations, outreach, and relationships. Stay connected to the team as you build your business and explore developing other professionals.
Jacob works with a small group of individuals who are serious about building something meaningful.
Show up prepared
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Stay teachable
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Practice consistently
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Follow through
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01
Tell us what you’re building
Share what interests you, what you want to change, and the time you can realistically commit. A thoughtful response is more useful than a perfect one.
02
Explore the business
Start with the overview and ask the questions that matter to you. You should understand the work and the expectations as clearly as we understand your goals.
03
Decide on the next step
If there is a mutual fit, use a follow-up conversation to work through the details. Moving forward should be an informed commitment on both sides.