Ventum Financial Resources and SOPs
ABOUT THIS GUIDE
This workflow governs the monthly content production cycle for all AIM program advisors.
This guide is maintained by inSymmetry and updated as tools, platforms, and workflows continue to evolve..
This interactive guide walks you through the inSymmetry AIM program workflow. Every step of your monthly marketing cycle is documented here, from brief to deployment to review.
- Click any step in the workflow to expand the full procedure
- See who is responsible at each stage and what needs to happen
- Access video guides for each step as they are added
- Use this page as your monthly reference before and during production
This guide is updated as tools, platforms, and workflows evolve. Always work from this page to ensure you are following the current process.
- 7 workflow steps covering the complete monthly content cycle
- Responsibilities, checklists, and video guides for every stage
- Built for all AIM program tiers — Starter through Market Leader
- Compliance and proofreading is built into every step
Questions about a procedure? Contact Kathryn Ashby at inSymmetry.