How do I onboard a new adviser to a paid-marketing practice?

Quick answer

How do I onboard a new adviser to a paid-marketing practice?

4-6 week onboarding: brand, compliance, CRM, calendar, lead routing, scripts, offline events. Ideally start with warm retargeting traffic before new-lead volume.

Weeks 1-2

- Brand, bio and credential copy - Compliance sign-off of creative and landing pages - CRM setup + calendar availability

Weeks 3-4

- Warm retargeting audience exposure - First consultation cohort (existing leads) - Qualification script validation

Weeks 5-6

- New-lead volume switched on - Offline conversion feedback loop live

Reviewed by Platinum Prospects Editorial. Last updated April 2026.