Each profile created will be displayed on all article landing pages. However, only the first profile will be displayed in the newsletter. Therefore, if looking to use AdvisorStream as a team, create the first profile as a team (using shared information and team photo) and then create individual profiles for each member of your team.
Step 1
To create multiple profiles, click on your Username on the top right of AdvisorStream, and then click Account Settings
Step 2 Select the Profile & Boarding tab to create a new profile.
Step 3 Click on the Add Profile box to create a new profile.
Step 4 Name of advisor plus any designations.
Step 5 Job title.
Step 6 This is the email address that your clients and prospects will see.
Step 7 Upload a profile picture in .jpeg or .png file to make your communications more personable.
Step 8 Type thank you, regards ect and your name within the signature box.
Step 9 CTA, Add in your email or calendar organizing link for a clickable button in your profile
Step 10 Add your social media and website links to drive traffic back to your social accounts/website.
Step 11 Physical Address for compliance purposes.
Step 12 Add all phone number(s)
Step 13 Click Save on the bottom left when you finish.
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