Welcome to Trade Secret!
We’re excited to have you join our advising team!
Trade Secret's advisor onboarding is tailored to assemble an elite team, ensuring each advisor offers unique value and expertise. This detailed process enables you to showcase your strengths, giving clients clear insights into the quality of service to expect. It's a purposeful journey, reflecting our dedication to excellence and client satisfaction. Join us and take pride in being part of a distinguished network.
The Advisor Onboarding Process
Phase 1.
Personal Details & Advisor Profile
Start by filling out the Personal Details form to provide essential details we need for your account. We will then send you the Advisor Profile form where you will select the advising topics you wish to cover, and answer pointed questions that guide you to share your professional background and perspectives. This vital step, taking 45 minutes to 2 hours, ensures clients clearly understand each advisor's unique approach and point of view.
Phase 3.
Profile Activation
Once your profile has been reviewed and approved by both you and our team, we will then activate your account by onboarding you into our scheduling system and setting up your payment account. Your profile will then go live on the Trade Secret website and you can begin booking clients!
Phase 2.
Profile Development & Review
Once we receive your Phase 1 information, our team will review it and, if necessary, ask follow-up questions. After ensuring everything is in order, we'll start crafting your Trade Secret advisor profile. This thorough review process, taking up to 2 weeks, ensures that every profile meets our rigorous standards. You will have the chance to review and approve the final details of your profile once it's created.
Personal Details Form
Please fill out the following form so we can gather basic information for our records. Once we receive this information you will Advisor Profile form to build your online profile.