I am being considered for an MD>P conversion. From B4 partners, what do I need to know and think about? And yes, I have mentors who share perspective, but keen to crowdsource broader views. Appreciate your thoughts.

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Make sure you understand where on the “ramp” the entry point is in terms of PP years and what the future % increase assumptions are. Understand sales and revenue targets and how that lines up with the book of business. Buy in is irrelevant. Factor in family healthcare costs out of pocket if needed.

likesmart

Were you a direct admit MD or did you get promoted from SM?

If the former, review the recent SM journeys training to deeply understand the heightened expectations for PP vs MD.

If the latter, take a deep breath. It’s your MD process all over again, but with a larger and more XSSL, forward-looking business case.

Pucker up and good luck! 🍀

P1 - it’s the latter and I feel very confident on performance expectations. I’m looking for insight on the financial aspects of the shift. What people wish they would have known, what they would have done differently if doing it a second time, etc.

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