Profile Completeness Guide
Your profile completeness score measures how much of your advisor profile you've filled out. The score appears as a percentage at the top of your Practice Profile settings page. A higher score improves your directory ranking and builds trust with prospects.
What Counts Toward Completeness
The completeness score is calculated from the following fields:
| Field | Impact | |-------|--------| | Professional photo | High — listings with photos receive significantly more profile views | | Company name | Required — identifies your practice | | Tagline | High — appears on every directory card | | Bio | High — the primary text prospects read on your profile | | Contact email | Medium — lets prospects reach you directly | | Location (city and state) | Medium — enables location-based filtering | | Credentials | High — displayed as badges and used in search | | Specializations | Medium — helps prospects understand your focus areas | | Calendar/booking link | High — activates the Book a Call button | | Website URL | Low — additional professional reference | | Social links | Low — LinkedIn, Twitter/X, YouTube, etc. | | Cover image | Low — visual enhancement, falls back to brand gradient |
Why Completeness Matters
Profile completeness affects your practice in two ways:
Directory Ranking
The advisor directory sorts listings by a combination of completeness and engagement. Advisors with higher completeness scores appear higher in search results, meaning more prospects see your listing. This applies to both standard and featured listings.
Client Trust
Prospects evaluating advisors compare profiles side by side. A complete profile signals professionalism and accessibility. Key trust signals include:
- A professional headshot (not a placeholder)
- At least one verified credential
- A bio that describes your approach and audience
- A booking link that lets them schedule immediately
Completeness is a data point, not a gate. You can list your profile in the directory at any completeness level (as long as you have at least one credential). The score is there to help you understand what prospects see and where your listing can be strengthened.
Reaching 100%
To reach a perfect completeness score, fill in every field listed above. The most impactful fields to complete first are:
- Upload a professional photo — the single most impactful change for directory visibility
- Write a detailed bio — 100-200 words covering your background and who you serve
- Add all credentials — every designation appears as a searchable badge
- Set your location — city and state enable geographic filtering
- Add a booking link — activates the Book a Call button on your profile
- Select specializations — up to 4 focus areas with optional descriptions
Check your completeness score in Practice Profile settings. The indicator shows your current percentage and lists specific fields that are still empty.