Advisor Portal Navigation
Where can I find Hope Squad Officer Guides?
To find the Hope Squad Officer Guides, click on Squad Success and select the Hope Squad Officer Guide under Key Materials. There, you will find detailed information about various Hope Squad Officer roles, including: President’s Guide Vice President ...
Where do I find the Monthly Advisor Meetups? (Video)
To learn more about where to find the monthly meetups, watch this video: The Monthly Advisor Meetups can be found by following this path: Login to the Advisor Portal Select "Advisor Community" in the top right of the navigation bar Select "Meetups" ...
Where can I find additional Hope Squad Activity Ideas?
We recommend the following: Visit our Hope Squad Advisor Community and engage in discussions with fellow Advisors. Navigate to hopesquad.com and select “login”. Select member portal and then scroll down about half way to the section called "Monthly ...
Where can I access recordings of previous Hope Squad Advisor Meetups?
To view and share recordings of past Meetups, navigate to the Advisor Portal and select "Advisor Community" at the top. Once in the Advisor Community, select "Meetups" and then find previous meetings under "Room Recordings". If you have additional ...
Where do I find Advisor Gatekeeper Training? (Video)
Reference the video below to find where to go to get Advisor Gatekeeper Training: Hope Squad requires every advisor receives some kind of gatekeeping training either through QPR or Living Works. That gatekeeping training gives every advisor a ...
Where do I upload my Advisor Gatekeeper Verification? (Video)
Reference the video below for where to upload your Advisor Gatekeeper Verification: To upload your Advisor Gatekeeper Verification, login to the advisor portal and navigate to either Squad Success or Getting Started. Select the blue bar near the top ...
Where can I find the Mental Health Referral Form? (Video)
Watch this video to find out where to find the Mental Health Referral Form: Mental Health Referral Forms can be found in two places: 1. Navigate to Getting Started then scroll down to "Step 6 Hold 2nd Meeting with Hope Squad Members". Select the red ...
Where can I find the surveys? (Video)
Watch this video here: Surveys can be found in two places: 1. Navigate to Getting Started then scroll down to "Step 6 Hold 2nd Meeting with Hope Squad Members". The surveys can be found highlighted in red boxes below. 2. The surveys are also ...