Advisor Profile: Update Your Contact and Branding Details

Your advisor profile should be accurate before you onboard clients. Incorrect contact details create client confusion and reduce trust.

What to update

• Name (use your professional name as clients know you)
• Title (optional, but recommended for clarity)
• Email (must be accurate)
• Phone (recommended if you use it for client communication)

Why it matters

• Client confidence: clients trust what looks real and consistent
• Support efficiency: correct contact data prevents “wrong advisor” or “wrong email” issues
• Internal clarity: if multiple advisors use the system, profiles reduce confusion

How to update your profile

1. Go to Settings.
2. Find Advisor Profile.
3. Edit the fields and save changes.

Common mistakes

• Using a generic firm inbox: clients reply to the wrong place and onboarding slows down.
• Wrong phone number: prevents fast completion calls.
• Inconsistent naming: creates “who is this?” reactions for clients.

Recommended screenshots for this article

• Screenshot 1: Advisor Profile section showing editable fields
• Screenshot 2: Save/confirmation state (if your UI shows a message)