Profile Management
7 min read
Your Riafin profile is your digital storefront. Learn how to optimize it to attract high-quality leads and convert them into clients.
Profile Best Practices
Learn how to create an optimized profile with professional photos, compelling bios, and accurate information.
Learn more →Subscription Plans
Compare plan features including location and license limits. Upgrade to unlock more profile capabilities.
View plans →Profile Components
Basic Information
- • Professional photo (JPEG/PNG/GIF/WebP, max 1MB)
- • Name and company name
- • Contact information (email, phone, address)
- • Website (optional)
Service Designation
- • Service type (RIA, CFP, CFA, CA, etc.)
- • Pricing type (Fee-only, Fee-based, AUM, etc.)
- • Remote advisor option
- • NRI advisor option
SEO & Intent Fields
- • Best suited for (ideal clients)
- • Problems solved (expertise areas)
- • Services not offered (scope)
- • Each field max 1000 characters
Professional Bio
- • Rich text editor for detailed bio
- • Write in third person
- • No contact info allowed (URLs, emails, phones)
- • Minimum 200 words recommended
Locations & Licenses
- • Service locations (limited by plan)
- • Professional licenses with numbers
- • Free: 1 location, 1 license
- • Paid plans: More locations & licenses
Video (Paid Plans)
- • Video URL (YouTube or Vimeo)
- • Available with Bronze, Silver, Gold
- • Showcase expertise and personality
- • Keep concise: 2-5 minutes
Profile Requirements
Required for Approval
- Professional photo (JPEG/PNG/GIF/WebP, max 1MB)
- Complete bio (minimum 200 words recommended)
- At least 1 service location
- At least 1 professional license
Best Practices
- Write bio in third person
- Fill all SEO intent fields (1000 chars each)
- Add relevant locations (upgrade for more)
- Include all professional licenses