Planner Portal: Marketplace Profile

In the Planner > Profile there is the option to create a Marketplace profile.

On Adviice.com (the direct to consumer version of Adviice) we have a "Marketplace" that allows individual users to "Find An Advisor".

If you are listed on the Marketplace the user can connect their account with yours, they retain access to their Adviice account, but would "invite" you to collaborate with them. You will be able to log into their account, see all of the info they've already entered and the scenarios they've already created.

You can see more about how that connection works in this article on Adviice leads.

Activating Your Marketplace Profile:

In order to be visible on the "Find An Advisor" Marketplace you must:

1. Complete your Marketplace Profile
2. Contact support@adviice.ca so it can be reviewed and activated.

Customizing Your Marketplace Profile:

You can customize your marketplace profile by adding:

• Compensation Type: Tells the client how you are paid
• Action Button Status: Allows the client to book a meeting directly, contact you or show you have no availability
• Credential Fields: Add any credentials you current hold
• Biography: Add a short biography that will be displayed with your profile
• Service Levels: Add multiple service levels for one-off or comprehensive planning options
• Areas of Focus: Add the planning areas and client types you prefer working with