Onboarding a new advisor

From the first application email to a live, bookable advisor. Read in order.

1. 1The advisor lifecycleThe four stages every advisor goes through, who acts at each one, and how the admin console tracks them.
2. 2Review the applicationWhat to check when a new application comes in. Due within 2 business days.
3. 3Run the intro callA 15 to 20 minute call to get to know the advisor, verify their experience, and set expectations.
4. 4Approve or declineOne button each. The console shows you the email before it goes out. Decide the same day as the call.
5. 5Set up calendar and payoutsInvite them to Calendly and send the payout form and card link. Due within 1 business day of approving.
6. 6Final check and go liveVerify setup, add their booking link, and publish. Due within 1 business day.