First, you will need to create a general profile for your team and any additional individual profiles you want to display on the article landing page. To learn how to create individual profiles
The Team profile will be displayed on both newsletters and social / website posts. All individual profiles associated with the team will be displayed on article landing pages.
To create a team profile, click on your Username on the top right of AdvisorStream, and then click "Account Settings".
Select the "Profile & Boarding" tab to create a new team profile.
Click on the "New Profile" box to create a new profile.
Name of your Team.
Add the e-mail. Note that the email entered here will be the sender of the newsletter. Try using a shared e-mail such as info@ or team@ or inquires@
The signature will appear at the bottom of the newsletter introduction. Example:
The First Financial Team
Ensure you enter your Physical Address for CASL & CAN-SPAM laws.
Add your team's shared company social media and website links.
Add your team's office phone numbers.
Upload a team picture in .jpeg or .png file.
Click "Save" on the bottom left when you finish.
Once you made all the profiles on your team simply create a new team persona. Watch the video above to learn how to make a team persona.