Month one: establishing asset pipelines and legal sign-offs
As marketing manager, your first 30 days are spent scheduling advisor recording sessions, organizing raw video files, and establishing batch compliance approval workflows with legal while TIDE sets up the network infrastructure.
Month two: managing publishing rollouts and account bans
Month two marks the official launch. As accounts go live, Instagram will inevitably flag and ban a few profiles. You will work with TIDE to audit replacements, update tracking links, and keep the publishing schedule on track.
Month three: optimizing content rotation and tracking data
By month three, you analyze which video clips generated the most views and engagement across the network. You feed these performance insights back into your next advisor recording session to improve future content.
Compiling 90 day performance reports for leadership
At the end of the quarter, you pull aggregate viewing metrics, UTM click data, and inbound lead totals into a comprehensive report for your CMO and founder.
Marketing managers must maintain disciplined asset pipelines and handle operational troubleshooting during the first 90 days of network operation.
See your network before you hire.
Tell us what your wealth management firm already makes and how you get customers today. We'll show you a real network running live and tell you honestly whether it fits. It costs about the same as one marketing hire.
Follow-up questions
What is my biggest responsibility in the first 90 days?
Keeping the provider supplied with a consistent stream of compliant, pre-approved video clips.
How often do I need to deal with account bans?
Bans happen periodically, requiring a small amount of weekly coordination with TIDE to ensure replacements are deployed smoothly.
How do I report network results effectively?
Focus on aggregate video views, total landing page clicks, and booked consultations rather than vanity follower counts.