Master the Adviser Atlas Platform

Our platform is designed to connect you with clients seeking your expertise, and we want to ensure you have a seamless experience.

How To Add A Corporate Listing On Adviser Atlas

This guide will walk you through the process of creating and optimising your corporate listing, ensuring you get the maximum value from our platform. Whether you are a coach, consultant, or business professional, these step-by-step instructions will help you set up your profile, add important details, and make your listing stand out. Let’s get started and make the most of your membership with Advisor Atlas!

Check out our written instructions:

Creating a New Listing:
- Scroll down and click on the “New Listing” button in the left-hand column.
- Enter your corporate title and company name (e.g., Expert Circle).
- Write a description (200-250 words) optimized for SEO with relevant keywords.
Adding Media:
- Add media to support your description.
- There is no size limit for images.
Creating a Featured Image:
- Create a banner image using Canva (recommended).
- Go to Canva, click “Create Design,” and select “Presentation” for the correct metrics.
- Choose a banner template, customize it, and shrink/center it as needed.
- Optionally, create a banner with your logo, tagline, and a short description.
Uploading the Featured Image:
- Download the image from Canva as a PNG file.
- Go back to Advisor Atlas, click “Set Featured Image,” and upload the file.
- Add your company name as the alt text.
Saving and Checking Your Listing:
- Scroll down and save your post.
- Go to the directory, scroll down, and check your rendered image.
- If necessary, go back and edit the post.
Setting Post Status:
- Choose “Publish” or “Draft” for the post status.
Selecting Categories and Tags:
- Select appropriate categories and tags (e.g., Corporate Listing).
Entering Address and Contact Info:
- Optionally, enter your company address.
- For contact info, decide if you want it to be publicly visible.
- If so, update the sections for phone, fax, email, and website.
Adding Videos and Social Profiles:
- If your package includes video, add it here.
- Optionally, add social media profiles.
Entering Opening Times:
- Optionally, add your company’s opening times for each day of the week.
Adding Awards:
- Enter award titles, descriptions, received year, and images.
Saving and Viewing Your Post:
- Save your post and go to the directory to view it.
- Check that all details, including contact info and opening times, are correct.
- Encourage others to leave reviews.
Enjoy Advisor Atlas:
- Make the most of your membership and enjoy the benefits of Advisor Atlas.

How To Add A Personal listing On Adviser Atlas

This guide will walk you through the process of adding and optimising your personal profile, ensuring it stands out and effectively showcases your expertise.

By following these instructions, you will be able to set up a comprehensive and attractive listing that can attract potential clients and collaborators.

Let’s get started and make your presence on Advisor Atlas impactful!

Here are our written instructions:

Creating a New Listing:
- In the left-hand column, scroll down and click “New Listing.”
- Enter your name or the title you want to appear as your personal listing (e.g., Olivia Davies).
Writing Your Description:
- Write a description of 200-250 words. Make it SEO optimized to describe what you offer, who you are, and how people can find you.
- You can also add media, such as photos, to support your description.
Setting a Featured Image:
- Go to Canva (a free design website) to create a banner for your listing.
- Click “Create Design” and select “Presentation” for the correct dimensions.
- Choose a banner template, customize it with a photo, colors, and labels.
- Make sure to shrink and center the design so it renders properly on the website.
- Click “Share” in the top right-hand corner, select “Download,” choose PNG format, and download the image.
Uploading the Featured Image:
- Go back to Advisor Atlas, click “Set Featured Image,” and upload the downloaded file.
- Write an SEO-optimized alt text and set the image.
Saving and Checking Your Listing:
- Scroll down and save your post.
- Go to the directory, scroll down, and click on your new listing to check it.
Setting Post Status:
- Choose “Publish” or “Draft” for the post status, depending on your preference.
Selecting Categories and Tags:
- Select appropriate categories (e.g., Marketing Services).
- Add tags such as “Personal Listing.”
Entering Address and Contact Info:
- Optionally, enter your location details.
- By default, contact info is set to “collect from user,” meaning people will have to ask for your details. To display them on your profile, click “Contact Info,” choose “come from new input,” and enter your phone, fax, email, and website details.
Adding Videos and Social Profiles:
- If you have a video package, add your video here.
- Optionally, add links to your social media profiles.
Entering Opening Times:
- Optionally, add your opening times for each day of the week.
Adding Awards:
- Enter award titles, descriptions, received year, and upload images if you have won any awards.
Final Steps:
- Ignore the last two boxes unless instructed otherwise by a subscription package.
- Save your post.
Viewing and Sharing Your Listing:
- Go to the directory, scroll down, and click on your new listing to view it.
- Ensure all entered details are correct.
- You can also leave reviews on other listings and ask clients to leave reviews on yours.

We hope you enjoy using Advisor Atlas and find great value in showcasing your expertise!

Need Assistance? We're Here to Help!

If you have any questions or need assistance at any point, please don’t hesitate to reach out to our support team: atlas.team@adviseratlas.com