As a new advisory partner, your first steps are signing in and completing your profile — the details clients see when they view your card or message you. This guide covers the initial setup.
💡 Tip — Who can use this For advisory partners. You'll receive a sign-in invitation by email when an admin adds you.
Quick reference
| Step | Action |
|---|---|
| 1 | Sign in with your invite link and complete your profile |
Step 1 — Sign in and set up
Use the magic-link sign-in from your invitation email (see our sign-in guide if needed). Once signed in, go to Settings (the partner profile page) and fill in:
- Full Name (if not already set).
- Expertise Domains — the advisory areas you cover (toggle the chips).
- Bio — a short professional summary clients will see.
- LinkedIn URL and Website URL — optional links shown on your profile.
- Max Clients — your capacity (how many clients you can advise; default 5).
- Profile Photo — upload a headshot (see the photo upload guide).
Click Save to persist your profile.
📝 Note — Your profile is visible to clients Clients see your name, photo, bio, expertise domains, and links when they open your profile from a message thread. A complete, professional profile builds trust — fill it in fully.