Advisor Consultation Process

Advisor Consultation Process

We have a simple a clear process that is easy for clients to use

Process

 

The following steps outline the process for using OnFrontiers Advisor Network:

 Process0   0. Enroll as a User on OnFrontiers Advisor Network

  • You can enroll as a User by clicking here
  • OnFrontiers confirms receipt of your enrollment form and provides you with details of how to request an Advisor consultation through our online link
 Process1   1. Request an Advisor Consultation

  • You can request an Advisor consultation in following ways:
    • Online: Access link here
    • Email or call your OnFrontiers representative
  • OnFrontiers confirms receipt of request shortly after. In some cases OF sets up a brief scoping call to align on key details
 Process2   2. Select an Advisor

  • OnFrontiers sends you an email with a shortlist of recommended Expert Advisors, typically within 12-72 hours
  • Indicate your preferred Advisor(s) and availability for the call to your OnFrontiers representative over email
 Process3   3. Conduct the Advisor consultation

  • OnFrontiers confirms availability with Advisor and schedules call(s)
  • OnFrontiers connects you and Advisor over email with confirmation of the call
 Process4   4. Provide Feedback

  • Following the consultation you will receive a link with a short survey for you to provide feedback on the expert Advisor and the usefulness of the consultation
  • Your feedback helps us improve our services and network

 

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