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.

  1. Click the settings cog in the upper right corner
  2. Click Settings
  3. 3. Click My settings
  4. Click Personal
  5. 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.

  1. Opt in to publicly sharing your advisor profile
  2. 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

  1. Click the settings cog in the upper right corner
  2. 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.


How to Save an Advisor as a Referral Contact

If you’ve found an advisor you’d like to refer to and would like to track the referrals you’ve sent to them, you can save this advisor as a referral source directly from the advisor directory. This tutorial will show you exactly how to create their referral source profile.


1) Locate the Advisor You Would Like to Create a Profile For

  1. There are a number of ways to go about searching for an advisor's profile. This tutorial section walks though all of the options available for searching for an advisor.

2) Save the Advisor’s Profile

  1. Once you’ve found the advisor’s profile you would like to save, click Save Contact

3) Review the Advisor’s New Referral Source Profile

  1. To view this contact’s referral source profile, you can now click View Contact

You can go here to learn how to add a client as an inbound lead to this new referral source.


Have more questions? Feel free to reach out to us at support@seniorplace.io!