Advisor Onboarding Packet #1 - Branding

This marketing onboarding guide is a checklist approach that provides you, the advisor, with everything they need to set up shop. It ensures they have access to the systems and processes needed to be successful.

IMPORTANT: Marketing will work through this with you in Basics Training. If you miss the session or would like to re-sharpen some of these tools, please download the packet, review the material and send it to the marketing team once completed.

DOWNLOAD PACKET #1

Advisor Onboarding Packet #2 - Marketing Yourself

Once you’ve completed Packet #1 and are waving the CFG flag, you will meet with the Marketing Team to dive into best practices for marketing yourself effectively.

Both packets will help to provide a self-evaluation of your digital presence by identifying strengths or weaknesses in your profiles, as well as, indicate potential opportunities for improvement.​

IMPORTANT: Please email your packet to cfgmarketing@financialguide.com once complete.

DOWNLOAD PACKET #2

6 - Week Marketing Jumpstart

Through the first 6ish weeks of your tenure here at CFG, marketing has built pieces for you to plug into that will help “jumpstart” your advising career. Please use your "Marketing Activity Tracker - 6-Week Jumpstart" Airtable to keep you on track!