Resources

Updated 17 February 2026 2 min read

Overview

A collection of guides, tutorials, and tools to help advisors get started, manage leads, handle billing, and grow their practice on Riafin.

Step-by-step guide to joining Riafin as an advisor.

Tips to create an compelling advisor profile.

Learn about unmatched, system-matched, and meeting-booked leads.

Effective lead management and pipeline strategies.

Compare plans and find the right fit for your practice.

View and track your lead purchases.

Access and download your invoices.

Learn how to manage client feedback and reviews.

Navigate and use your advisor dashboard effectively.

Explore our FAQ or contact support.