Once you've entered Gainfully, you'll be prompted to set up your profile and link your licensing. If you are an administrator, you will not need to link licensing to proceed- instead, select the option listed for administrative and support staff. To personalize your profile, navigate to the bottom left corner of the screen and click on the dashboard icon.
Gainfully allows advisors to brand their content with their DBA name, if applicable. When setting up your profile, personalize your profile to feature your DBA logo, company name, a headshot, and a bit of information about yourself that you'd like to share with your clients.
This capability can be accessed by clicking on the dashboard icon, then "view profile"
Advisors and administrative staff can add their phone number, website, and DBA or secondary emails to their profile as well. To reach this capability, continue scrolling down the "profile" page until you reach "contact information".
Secondary Email Tip
It's important to note that if your organization has enabled SSO (see more on that here), your primary email needs to remain the same. You can, however, add a secondary email if you'd like
Updated about 2 months ago