How do I claim my firm's profile on WealthPlanner, and is it free?
Short answer
The advisor directory is not open to the public yet. We are inviting firms to claim their profiles first: if your firm received an invitation, its link takes you straight to your profile. Other firms can claim once the directory opens. It works like this. Claiming is free. Find your firm on the claim page, confirm that you work there and are authorised to manage its profile, and enter your work email. If the email is on your firm's website domain, you confirm by clicking a link that is valid for 48 hours. Any other email goes to a person for review, usually within 48 hours.
What claiming changes
You can add a bio, specialties, client types and an account minimum. These are labelled "As stated by the firm".
You can see your profile's views and its website, phone and booking-link clicks for the last 30 days.
The public-record facts do not change. They stay as filed.
The profile shows as claimed only after the claim is verified.
Why a personal email address goes to review
An address at a free email service (Gmail, Outlook, Yahoo and similar) cannot show that you work at the firm, so a person checks those claims. You can add a link that shows your role, such as your firm's team page.
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