All About the Advisor Directory
Senior Place advisors can now easily discover and connect with other placement professionals across the country. Whether you're looking to collaborate or refer leads, the directory makes it easier than ever!
Keep reading to learn exactly how to add your advisor profile and start exploring the directory!
How to Add Your Advisor Profile to the Directory
1) Navigate to Personal Settings
Note: Each advisor must complete their own profile in their settings. This customization cannot be done for each user at an administrative level.
- Click the settings cog in the upper right corner
- Click Settings
- 3. Click My settings
- Click Personal
- Scroll down to the Public profile section
2) Opt in and Input your information
Note: Your advisor profile will only appear in the advisor directory if you’ve opted in and completed your profile.
- Opt in to publicly sharing your advisor profile
- Input your information
3) Receive Confirmation
After completing your advisor profile the notification banner will confirm your profile is published.
How to Search for Other Advisors
1) Navigate to the Advisor Directory
- Click the settings cog in the upper right corner
- Click Advisor Directory
2) Your Options for Searching the Directory
Once on the Advisor Directory, you can search for other agencies (or yourself) in several ways!
1. Search Bar
Use the search bar to search for advisors by name or email.
2. Location Dropdown
Set a specific area filter to narrow your search using the location dropdown.
3. Map
Using the map view you can view the pinned locations of other advisors.
Have more questions? Feel free to reach out to us at support@seniorplace.io!