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The Zillennial Advisors
01 · Implementation

What the first ninety days actually take.

Phases, owners, decisions, and exactly what we ask of your team. Written down before you ask.

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Wealth Academy facilitator dashboard with session tooling
Facilitator training and session tooling. (Sample data)
02 · The timeline

Four phases, and who does what in each one.

Every phase names what we handle and what your team handles, so nobody discovers the work halfway through.

Phase 1

Scope and agreement

Define the population, the delivery modes, the channels, and the reporting. Legal and security review runs in parallel.
We doSupply the diligence packet, draft the scope, and answer security and legal questions.You doName a sponsor and a program owner, and run the agreement through your review.
Phase 2

Configure and train

The platform and the material kit already exist, so this is configuration and enablement rather than build. Your side confirms brand treatment and channels.
We doConfigure the platform, draft the materials, clear them through our compliance review, and provide facilitator onboarding with demo content so nobody starts cold.You doConfirm brand treatment and which channels the program runs through.
Phase 3

Launch

Your team introduces the program through your channels using the approved kit.
We doHand over the approved kit and handle support behind it.You doMake the introduction and run the program through your channels.
Phase 4

Measure and renew

Reporting on the agreed cadence, plus a review before renewal.
We doDeliver participation and engagement reporting and run the pre-renewal review.You doShare the reporting internally and decide on renewal and scope.
03 · Who you need

Five roles, and what each one is actually asked for.

Roles required on the institution's side
RoleExecutive sponsorWhat we ask forA decision and a signature
RoleProgram ownerWhat we ask forThe main relationship; approves channels and cadence
RoleIT / securityWhat we ask forOne review pass; we supply the packet
RoleMarketing / commsWhat we ask forChannel access and one round of message review
RoleLegalWhat we ask forAgreement review
04 · Decision points

Four things only you can decide.

Everything else we can bring you a recommendation for. These four are yours.

  1. 01

    Which population, and whether you start with a pilot cohort.

  2. 02

    Which of your channels the program runs through.

  3. 03

    Whether it's co-branded, and how.

  4. 04

    What gets reported, to whom, how often.

05 · Division of labour

Split down the middle, honestly.

We do

Curriculum, materials, platform, facilitator training, reporting, support, and the compliance program behind the advisory platform.

You do

The introduction, the channels, the room, and the internal approvals.

06 · What you get back

Reporting you can hand to someone above you.

You receive participation and engagement reporting on the cadence we agree. It describes who took part and how, not individual financial situations or results.

See the Community Impact Report

No outcome, savings, or return figures are reported, because we don't make claims we can't substantiate for every participant.

07 · Questions we always get

Asked and answered.

We'll walk your team through the whole sequence.

Bring the people who have to approve it. We'd rather answer the hard questions on the first call than the fifth.

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