How do I update my Find an Advisor profile?

Update your Find an Advisor profile so that prospective clients can connect with you. To make updates:

1. Log in to the XYPN Portal.
2. Click the Gear Icon in the top right corner.
3. Select Profile from the drop-down menu.
4. Edit the Advisor Details section of your profile.
5. Select the Find an Advisor tab, and make sure you've selected Enable Find an Advisor Profile.

Requirements:

✅ Must be a registered advisor

✅ Updated your personal CRD in the Portal (update that in your settings)

✅ Updated your firm's CRD in the Portal (update that in your settings or let one of your fellow firm members with manager permissions to make the change)

✅ Must have your CFP® certification

✅ Must fill in your bios, both short & long

✅ Turn the "Turn on Find an Advisor" toggle to "on"

The best way to check out changes to your profile is to turn it "on", navigate to your profile page on Find an Advisor and refresh the page as you make changes.

Biographies

Let folks know about you by filling in a biography. Keep it short & sweet so potential clients are enticed to learn more about what you offer on your firm's website, social media profiles or in that first email you send them.

We highly recommend drafting your biographies in a word processor (e.g., Microsoft Word, Apple Pages, Google Docs) and saving it in that application and then copying, pasting, and submitting the new changes into the appropriate fields. We don't want a bad internet connection to cause you to lose your hard work.

Designations & Credentials

Are you a CFP®? You must have your CFP® designation in order to appear in Find an Advisor. Let us know you have that certification by selecting it from the available options and clicking "Update" to save your changes.

Have some additional credentials, designations, degrees, and more? You can select all of the credentials from our pre-approved list. If you don't see something you'd like, let us know!

Headshot & Logo

We know you're a looker, but do potential clients? When searching for an advisor, your headshot is front and center.

On your profile page itself, you have the opportunity to introduce your branding to potential clients through a firm logo.

Social media profiles

You can link out to your Facebook, Instagram, LinkedIn, X (neé Twitter) or YouTube profiles on your Find an Advisor page. Connect with potential clients in an approachable way!

To get started, pull up the page of the social media profile you want folks to be able to connect with in another tab in your browser. Then, copy the full link of the social media profile. Next, navigate to the profile management page and fill in the appropriate field for the social profile you're updating on the form. Click the "Update" button to save your changes. That's it! Changes are live on your profile right away.

Help

My profile isn't showing on up on Find an Advisor!

Double-check the above requirements. Reach out to us if you think something's amiss.

I don't want my profile on Find an Advisor at the moment, can you turn it off?

We've got you! If you have a complete profile currently displaying on Find an Advisor, then click the "Turn on Find an Advisor" toggle to "off" and click "Update".

How do I find the link/address for my Find an Advisor profile?

If you've completed the above requirements, then click the "Turn on Find an Advisor" toggle to "on" and click "Update". When the update completes, you'll see the link to your Find an Advisor profile!

When I search my location, my profile doesn't show up! What gives?

Sorry to hear that! Double-check your profile is "live", according to the above requirements.

If your profile is live, review whether your business address appears on the profile management page. If it does not, navigate to settings to update us with the address you'd like used in search.

Still isn't working? We're always looking to improve the experience for potential clients to find you, so, tell us about your problem! We want to fix it.

How do I update the link to my Find an Advisor page?

Did your name change or spot a mistake in the link to your Find an Advisor page? When your profile is first created, Portal uses your name to construct the final part of the address (a "slug" in industry lingo). Understandably, that may not work for you or things change. Send us an email to chat about it!

Hey, I have way more than 1 generation niche and 3 others. What gives!

We hear you - or want to hear more. Tell us about how you approach niches and what you'd like to see on your advisor profile.

How am I doing? Are potential clients seeing my Find an Advisor profile?

We may have an answer for you! We want your thoughts on what you'd like to know and why. We're actively collecting data on

I'm not so sure about this whole thing. I have some pain points. Can you change how it works?

We get it. Growth can be uncomfortable and, sometimes, we miss the mark. We want Find an Advisor to fit you and your firm's needs. Your feedback is important to us, so give it to us straight.