🤩advisor partnerships
Limited Access: By using a plan advisor referral code, advisors have limited access to your workspace to:
Draft engagement link changes.
Draft broadcast messaging for approval and implementation by the employer.
Control and Flexibility:
Employers can remove the advisor relationship at any time, which will stop advisor charges for the subscription they agreed to cover based on the referral code used at sign-up. 🔄❌
Invitation to Plan Advisor: You can invite your plan advisor to join as a team member. This allows them to assist with drafting engagement link changes and broadcast messaging for your approval. 📧👥
How to Invite:
Go to your dashboard
Under MY TEAM; Select "Invite Team Member"
Enter your plan advisor's details email + send the invitation. 📤✉️
Partnering with a plan advisor can enhance your experience by providing expert assistance with engagement strategies and messaging, ensuring your program is as effective as possible. 🌟📈
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