The Advisor Profile window controls how your information is displayed on the RazorPlan system. To access and change your advisor profile settings click from the RazorPlan Home Page. There are 2 areas to the Advisor Profile window; Advisor Details and User Statistics.

Advisor Details

Advisor Details allows you to upload your Profile Picture and Advisor Bio. This is the information that RazorLeads users will see when viewing your profile in the RazorLeads system through your Advisor Link. If you are planning on utilizing RazorLeads, it is recommended you enter this information. Having an image and bio will help potential prospects feel comfortable in connecting with you for a financial planning discussion.

Need more help with this?
Contact Razor Support

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