To aid Advisors in their success with Stryde, there are multiple channels of support. Our Team Leaders are carefully chosen based on years of successful advisorship coupled with their desire to dedicate their time and energy towards fostering your success. Our Support department is comprised of Advisor Coordinators well versed in services, policy, troubleshooting measures and additional topics for Advisors' support.
Utilizing the proper channel of support for each topic will ensure an efficient and timely response. To aid in your success and to ensure that the proper channel of support is used for each topic, the lists below have been compiled.
Advisor Coordinator Support Department
- Technical questions for Hub/Portal/App
- Service questions for sales process, overviews, etc.
- Discovery call questions regarding how to book a call, what takes place on the call, etc.
- Password reset
- Document questions regarding where to find a document, how to upload a document, etc.
For the above topics, you may use the Support button in your Hub or Portal.
- Approach and relationship building with a Client
- Fast Track 3 & 3
- Next steps and follow up with a Client after Discovery Call
- Road to Relationships
- Bringing an FMO/IMO/Organization to Stryde
- Financial Services for a Client
For the above topics, you may reach out to your Team Leader direct.