{"id":2045,"date":"2021-01-13T08:00:00","date_gmt":"2021-01-13T08:00:00","guid":{"rendered":"https:\/\/blog.boomershub.com\/?p=2045"},"modified":"2022-11-24T08:31:44","modified_gmt":"2022-11-24T08:31:44","slug":"guide-for-local-advisors","status":"publish","type":"post","link":"https:\/\/www.boomershub.com\/blog\/guide-for-local-advisors","title":{"rendered":"Guide for Local Advisors"},"content":{"rendered":"\n

Introduction<\/h2>\n\n\n\n

Thank you for your interest in partnering with BoomersHub!\u00a0This article focuses on a complete Guide for Local Advisors.

We\u2019ll list out the steps for you to complete the partnership process.<\/p>\n\n\n\n

How Do I Create My Account?<\/h2>\n\n\n\n

To create your BoomersHub account, please access this link<\/a>.\u00a0
Scroll down and press the “Apply Now”<\/strong> button below the video.\u00a0<\/p>\n\n\n\n

\"Guide
Guide for Local Advisors<\/strong><\/figcaption><\/figure><\/div>\n\n\n\n

You will find a pop-up form. Fill in the form, upload your resume, and a cover letter (optional).  Press the submit button to submit your application.<\/p>\n\n\n\n

\"Guide
Guide for Local Advisors<\/strong><\/figcaption><\/figure><\/div>\n\n\n\n

One of our admins will review your application. Once approved, they will send you an email with credentials for you to log into your BoomersHub dashboard. When you sign in (button on the top right of the screen), you will be prompted to enter a new password.

<\/p>\n\n\n\n

You can then access your BoomersHub dashboard.<\/p>\n\n\n\n

First, you will be assigned a lead from us. Once we assign you a lead, you will get the following notification to the email address you used to create your advisor account.<\/p>\n\n\n\n

\"Guide<\/figure><\/div>\n\n\n\n

After that, you can click on the link and go to your dashboard. This is how it will look into your advisor account dashboard<\/strong>:<\/p>\n\n\n\n

\"Guide<\/figure><\/div>\n\n\n\n

Inside your advisor dashboard, you will have the option to accept or reject the lead<\/strong>. You can do this by clicking on the green tick or the red cross respectively. Once you accept the lead, a new notification will pop up like this:<\/p>\n\n\n\n

\"Guide<\/figure><\/div>\n\n\n\n

You will obviously click on the “Accept”<\/strong> button in the previous image. Once you accept the lead, you can now do various tasks with your new lead. This is how different options will arrive next to your new lead:<\/p>\n\n\n\n

\"Guide<\/figure><\/div>\n\n\n\n

Sidebar<\/h2>\n\n\n\n