Planner Portal: Adviice Leads

Once you have set up a Marketplace Profile and it has been approved, DIY clients will be able to connect with you through the 'Find an Advisor' feature on the platform.

Connecting with Clients:

Clients will need to initiate this connection. They will:

  1. Log into their Adviice account
  2. Find your profile and click Connect
  3. The client will then show up in the Adviice Leads Section of the Planner Portal

Working with Adviice Leads:

You can either prompt Adviice leads to directly book a meeting with you once they connect, or contact you directly to set up a meeting time. This can be done by selecting either "Book a Meeting" or "Limited Service" as the Action Button Status in your Marketplace Profile.

How to Accept Payment:

Once they are connected you can send them your Stripe Payment Link directly for the service level they are engaging in (eg: $950 Plan Review Call)


Disconnecting a Client:

Client's can disconnect with an advisor at any time through the Advisor Connections tab in their Client Portal.