How to fill in your profile

Everything you wanted to know about he online profile page, but didn't have the time to ask. Below are best practices and useful information about maximizing your page. Since policies differ widely from firm to firm, please make sure any of our recommendations conform to their policies. 

Name
Use the name people will most likely google. Google bots aren't very smart and can be confused by initials or formal names when you go by a nickname. 

Headshot

1. At least 400px x 400px (5.5in. square)
2. In focus, properly lit. 
3. Ideally head and shoulders
4. Avoid busy backgrounds or bad cropping. 

Links
Include as many links as your firm allows. Even if no one clicks into your twitter account, the link to twitter will be counted by Google when it scans your page in a search. 

Brokercheck
The default is to search FINRA by your CRD number. If you are SEC registered let me know and we'll redirect this button to the SEC site. 

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Your bio:  Not too long, not too short.  
I recommend 3-4 paras. First para open with a sentence about your team and its mission/unique value proposition, then follow with your title and work history.  Second para can be awards and accomplishments. Third should close with a touch of personal information that gives a small sense of you as a person. Please make sure your bio has been compliance approved. 

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Team Members
Listing several team members does no harm, and there is the off chance that someone who googles a team member finds your page. 

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Community Involvement
Helps people connect with you as a person.