Introducing: The New Advisor Visibility Settings Feature Is Here!

We are excited to launch The Advisor Visibility Settings - a feature that many advisors have been waiting for. Juggling between new and loyal clients can be somewhat restrictive. We’ve integrated an exciting feature (available on your Kasamba homepage); giving you the power to choose whether you’d like to be visible to everyone or to your existing clients.

So, what’s in it for me?

You can choose if you want to be mostly visible to your existing clients in a chosen category list. When the ‘My Clients Only’ option is selected, you will be more available to your clients who perhaps need your undivided time. You can also apply this option if you know you will not be online for a long time and may just want to catch up with your existing client base.

Should you wish to revert back to being visible to everyone, simply choose the ‘All Clients’ option. This will ensure you have equal visibility to everyone and of course, bring you more traffic than ‘My Clients Only’ option.

Ultimately, you have full control- the power is in your hands. You know how to engage with your clients and run on your own business. With time, you will figure out when this feature will be beneficial for you.

The Kasamba Team