Advisor Onboarding

You’re in! Now let’s get you in front of clients!

The next step is to set up your profile. We recommend booking a short 1:1 onboarding call with a member of our team. During this session we’ll walk you through the platform, share best practices from top-performing advisors, and help you optimise your profile so you’re positioned to attract the right clients.

Prefer to get started right away? You can complete onboarding in your own time and create your profile yourself!

Everybody has a DIY expiration date

The Habits marketplace was built to help young individuals and families access high quality financial advisors.

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Habits, Inc. does not provide and does not intend to provide investment or legal advice through this Website. Information contained on this Website is for informational and educational purposes only. Third-party links and resources are provided for your convenience, and have not been independently verified by Habits, Inc. Habits, Inc. is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by Habits, Inc. of such content or services. Use your discretion. Habits, Inc. does not manage client funds or hold custody of assets, we help users connect with financial advisors.